EAGLE POINT CAPITAL LLC
Firm details
- Headquarters
- ,
- CRD number
- 288969
- Website
- www.eaglepointcap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI61.95%
- Individuals25.6%
- Pooled Investment Vehicles7.14%
- Corporations / Businesses5.31%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of Periodicals
Firm profile
FINTRXOverview
Eagle Point Capital LLC is a small, privately owned investment adviser organized as a limited liability company. The firm blends discretionary portfolio management for individuals and pooled vehicles with sponsor and general partner roles for at least one pooled fund. Its client mix includes individual and family clients alongside institutional relationships, and its fee model combines a percentage-of-assets component with performance-based fees. Investment activity centers on public equities as the primary liquid exposure while supplementing those positions with illiquid alternative allocations. The firm publishes periodicals or newsletters as part of its advisory activity, and it acts in sponsor/GP capacities for private pooled vehicles, indicating active involvement in structuring and managing private funds rather than solely allocating to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 3Daniel Shuart
PrincipalCRD 7142336
MATTHEW FRANZ
PresidentCRD 5951319
Andrew Hakim
PrincipalCRD 7975219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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