Eagleclaw Capital Management LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 134045
- Registered since
- March 3, 2005
- Website
- www.eagleclawcapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.79%
- Individuals8.32%
- Charitable Organizations6.72%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eagleclaw Capital Management LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2005) and is owned by an individual. Its client mix includes high-net-worth individuals and families as well as institutional and business clients. Advisory services focus on financial planning and portfolio management for individuals, small businesses, and institutional clients. Eagleclaw charges fees based on a percentage of assets under management and also operates as a registered representative of a broker-dealer. The firm reports no active ESG investing mandate and does not describe itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities86%
- State & Local Bonds6%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$48.2M in ETFs
88%
$42.4M
12%
$5.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST ETF (GBTC) | Grayscale | Passive | Digital Assets | $22.2M | 344,184 | 46.12% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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