EAGLE GLOBAL ADVISORS LLC

RIASEC RegisteredEst. 1996

Total AUM

$3.1B

Discretionary

$3.1B

100% of AUM

Avg account

$8.5M

Accounts

366

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 107306
Registered since: November 14, 1996
Website: www.eagleglobal.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Individuals57.74%
Investment Companies20.36%
Pooled Investment Vehicles13.6%
Charitable Organizations4.96%
Pension & Profit Sharing Plans3.34%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagle Global Advisors LLC is a privately owned LLC that has been SEC-registered since 1996 and operates as a hedge-fund-classified registered investment adviser. The firm serves both individual/family clients and institutional accounts and provides portfolio management across individuals/small businesses, pooled investment vehicles, investment companies, and businesses or institutions. Its fee model combines a percentage-of-assets charge with performance-based fees, and the firm acts as sponsor/GP/managing member for pooled vehicles it runs. Eagle Global does not describe itself as an active ESG investor. The firm has been recognized externally: it appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2021, and 2022.