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 registered with the SEC in 2021 that operates as a hedge fund focused on institutional clients. The firm serves as a manager of pooled investment vehicles and is active in roles such as sponsor, general partner and managing member of those vehicles. Its operating profile includes commodity pool operator/commodity trading advisor (CPO/CTA) activities and portfolio management for pooled funds. Compensation is a mix of percentage-of-assets and performance-based fees. The firm does not identify as an ESG investor and is not designated as a multi-state or pension consultant 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth