EAGLE REALTY CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2016
Total AUM
Avg account
$0
Accounts
0
Employees
22
Advisory reps
21

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
282903
Registered since
March 11, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eagle Realty Capital Partners, LLC is a small, SEC-registered investment adviser formed as a limited liability company in 2016 that concentrates on portfolio management of pooled investment vehicles. The firm’s reported activity indicates a focus on real estate-oriented allocations and hands-on sponsor roles: it lists affiliations consistent with acting as sponsor, general partner or managing member of pooled vehicles and as a sponsor of limited partnerships. Its business mix blends advisory duties for pooled vehicles with related activities that touch broker-dealer functions, CPO/CTA responsibilities and insurance-company relationships, suggesting the firm operates at the intersection of fund sponsorship and advisor oversight rather than as a traditional retail wealth manager. Fee arrangements reported include percentage-of-AUM, fixed fees, performance-based fees and other fee structures, which aligns with a fund-sponsor model where carried interest or incentive fees may coexist with management fees. The adviser does not identify itself as an active ESG investor and is not listed as a multi-state adviser; it is also noted as a related adviser to other entities, implying operational links to affiliated firms or vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • TIMOTHY STEARNS

    Vice President and Chief Compliance OfficerCRD 1327230

Contacts

3 of 20
  • JAY VINCENT JOHNSON

    Vice PresidentCRD 6607547

  • TODD ETTER

    SVPCRD 7896388

  • JOHN MUSGROVE

    Financial Advisor and Registered RepresentativeCRD 6607165

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Wealth teams

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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

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
301 E 4th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth