EAGLE MERCHANT PARTNERS

RIASEC RegisteredEst. 2023
Total AUM
$841M
Discretionary
$841M
100% of AUM
Avg account
$49.4M
Accounts
17
Employees
22
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
285104
Registered since
March 16, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eagle Merchant Partners is an LLC that operates as a private equity fund manager and sponsor/GP. The firm provides portfolio management for pooled investment vehicles and targets institutional clients. Structurally it sits as a manager of private funds rather than as a broad-based capital allocator to outside manager platforms. Its advisory model combines percentage-of-AUM and performance-based fee components, reflecting a typical GP economics framework. Investment activity centers on running pooled private equity vehicles where the firm serves as sponsor and managing member. The firm identifies, structures and manages fund-level investments and integrates ESG considerations into its investment process; it is designated an active ESG investor. Eagle Merchant Partners was registered with the SEC in 2023 and is owned under an individual-owner structure.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • SHELLIE DAVIS

    Chief Financial OfficerCRD 8061591

Contacts

3 of 3
  • EDWARD CROFT

    CRD 2177873

  • William Lundstrom

    PartnerCRD 6700304

  • Ernest Sumner

    Vice PresidentCRD 7361250

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3060 Peachtree Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth