Eagle Capital Management LLC

RIASEC RegisteredEst. 1995

Total AUM

$35.8B

Discretionary

$35.8B

100% of AUM

Avg account

$15.7M

Accounts

2,284

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106422
Registered since: April 5, 1995
Website: www.eaglecap.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses19.24%
HNWI18.44%
Charitable Organizations15.23%
Sovereign Wealth Funds12.85%
Investment Companies9.92%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagle Capital Management LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge-fund-style manager and capital allocator. The firm serves both wealthy individuals/families and institutional clients, offering portfolio management across separate accounts, pooled vehicles, and investment companies. Compensation mixes a percentage-of-assets fee with performance-based fees. Eagle identifies equities as its primary preference and is not positioned as an active ESG investor. The firm also participates on the sponsor/GP side of pooled vehicles and lists roles such as managing member of investment vehicles.