Eagle Health Investments LP

RIASEC RegisteredEst. 2021
Total AUM
$605M
Discretionary
$605M
100% of AUM
Avg account
$202M
Accounts
3
Employees
9
Advisory reps
2

Firm details

Headquarters
Greenwich, Connecticut
CRD number
309210
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eagle Health Investments LP is a limited partnership operating as a hedge fund and registered with the SEC in 2021. The firm serves institutional clients and charges fees as a percentage of assets under management plus performance-based fees. Its regulatory and operating activity centers on pooled investment vehicles: it acts as a portfolio manager for pooled vehicles and is identified as a sponsor/GP/managing member of such vehicles. Eagle Health Investments also has CPO/CTA activity on its record. The firm is not flagged as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michelle Dea

    Chief Operating OfficerCRD 4053492

Contacts

1 of 1
  • Gary Stern

    Managing PartnerCRD 2866282

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
3 Greenwich Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth