EAGLE TALON PARTNERS
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 311982
- Website
- www.eagletalonpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other80.65%
- HNWI19.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eagle Talon Partners is an LLC that provides discretionary portfolio management to individuals, families and small businesses, as well as to business and institutional clients. The firm operates with a fee model that combines a percentage-of-assets-under-management approach with the option of performance-based fees, indicating it may structure incentive arrangements for certain mandates or alternative strategies. Advisory activity is concentrated on managed portfolios rather than pension consulting or broad capital allocation — the firm reports it does not act as a capital allocator. Investment activity shows a conservative, liquidity-focused posture: the firm holds the bulk of client assets in cash and cash equivalents while selectively allocating to external alternative managers. Eagle Talon Partners does not position itself as an ESG investor, and it is organized for a single-owner structure rather than as a multi-state or large institutional adviser.
Assets & Accounts
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
- Cash & Cash Equivalents90%
- Exchange Traded Equities10%
Contacts
3 of 3Daelum Mawji
DC Strategic Accounts ManagerCRD 7776749
Ashira Mawji
Co-FounderCRD 8142539
KARIM MAWJI
Managing PartnerCRD 3248322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 4851 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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