EAGLE'S VIEW CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$860M
Discretionary
$725M
84% of AUM
Avg account
$30.7M
Accounts
28
Employees
10
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
160494
Registered since
February 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.22%
  • Corporations / Businesses9.69%
  • HNWI6.02%
  • Charitable Organizations0.08%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Eagle's View Capital Management LLC is an SEC-registered investment manager formed as an LLC in 2012 that operates as a hedge-fund manager and pooled-vehicle sponsor. The firm serves both high-net-worth individuals and families as well as institutional clients, and it charges a mix of asset-based fees and performance fees. Eagle's View functions as a CPO/CTA and identifies portfolio management of pooled investment vehicles and selection of other advisers among its advisory activities, and it also acts as sponsor/GP/managing member of pooled vehicles. The firm is not an active ESG investor and does not describe itself as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 5
  • DAVID MARGULIES

    Chief Compliance OfficerCRD 4377097

  • ROBERT GELFOND

    Chief Investment Officer And Chief Executive OfficerCRD 2004600

  • XUFENG "BILL" HUA

    Chief Financial OfficerCRD 7088436

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Contacts

2 of 2
  • GEOFFREY LUCE

    MemberCRD 1859890

  • VYTENIS RASUTIS

    MemberCRD 2753541

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth