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 an institutional registered investment adviser organized as an LLC that provides portfolio management across individual, pooled-vehicle, and institutional client types. The firm is SEC registered (initial registration recorded in 2019) and charges clients on a percentage-of-AUM basis. Its advisory scope includes separate accounts and pooled investment vehicles, and it reports being an active ESG investor. Corporate affiliations referenced in regulatory filings include broker-dealer relationships, other investment-adviser roles, CPO/CTA activity, and sponsor/GP roles in pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Mehdi Mahmud
President and Chief Executive OfficerCRD 3041637

Heather Brilliant
Chief Executive OfficerCRD 6857235

Alyssa Bentz
Chief Compliance OfficerCRD 6743900
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
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