EAGLECLAW CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2005
Total AUM
$803M
Discretionary
$803M
100% of AUM
Avg account
$2.6M
Accounts
313
Employees
4
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
134045
Registered since
March 3, 2005
Fee structure
Percentage of AUM
Client types
  • HNWI90.07%
  • Charitable Organizations6.76%
  • Individuals2.97%
  • Corporations / Businesses0.2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagleclaw Capital Management LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2005. The firm charges fees as a percentage of assets under management and provides comprehensive advisory services including financial planning and portfolio management for individuals, small businesses, and institutional clients. It also operates as a registered representative of a broker-dealer and lists industry affiliations that include broker-dealer activity, an ownership stake or affiliation with another investment adviser, registered municipal advisor roles, and ties to an insurance company. The firm’s client base spans individual and family clients as well as institutional relationships. Eagleclaw does not identify itself as a capital allocator or an active ESG investor, and it does not position itself as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 6%, State & Local Bonds 5%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds6%
  • State & Local Bonds5%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • KATHERINE KELLIHER

    Chief Compliance OfficerCRD 4146307

Contacts

3 of 4
  • Scot Wilks

    Financial AdvisorCRD 5173594

  • DAVID DONAHUE

    Managing DirectorCRD 69819

  • THOMAS POWERS

    Managing DirectorCRD 1464392

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$38.4M in ETFs

Passive

85%

$32.7M

Active

15%

$5.7M

ETFProviderStyleCategoryValueShares% of portfolio
GRAYSCALE BITCOIN TRUST ETF (GBTC)GrayscalePassiveDigital Assets$18.8M355,79148.83%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth