First Eagle Separate Account Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 300359
- Registered since
- July 22, 2019
- Website
- www.feim.com
- Custodians
- UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Other36.5%
- Pension & Profit Sharing Plans25.8%
- Corporations / Businesses13.33%
- Individuals8.6%
- Charitable Organizations8.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Eagle Separate Account Management, LLC is a limited liability company that registers with the SEC (registered in 2019) and manages portfolios for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and describes its core advisory activity as discretionary portfolio management across separately managed accounts and pooled investment vehicles. It identifies as an active ESG investor, suggesting environmental, social, or governance factors play a role in portfolio construction or manager selection. The firm maintains multiple industry roles beyond pure investment management: it is affiliated with broker-dealer activity, other investment adviser functions, and commodity pool/CTA activities, and it sponsors pooled vehicles and limited partnerships. Those affiliations point to hands-on involvement in structuring or sponsoring alternative vehicles as well as traditional managed-account services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Private Funds10%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5
Michael Constantino
Chief Financial OfficerCRD 2932606

James Barling
Chief Compliance OfficerCRD 3172037

Heather Brilliant
Chief Executive OfficerCRD 6857235
Contacts
1 of 1
David Oconnor
General CounselCRD 5077118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1345 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DME Advisors, LP
RIANew York, NY
South Street Advisors, LLC
RIANew York, NY
Shannon River Fund Management, LLC
RIANew York, NY
Moon Capital Management LP
RIANew York, NY
Brookfield Asset Management Pic Bmg, LLC
RIANew York, NY
Madryn Asset Management, LP
RIANew York, NY