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
- HNWI90.07%
- Charitable Organizations6.76%
- Individuals2.97%
- Corporations / Businesses0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
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%
- Public Funds/Mutual Funds6%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1KATHERINE KELLIHER
Chief Compliance OfficerCRD 4146307
Contacts
3 of 4Scot Wilks
Financial AdvisorCRD 5173594
DAVID DONAHUE
Managing DirectorCRD 69819
THOMAS POWERS
Managing DirectorCRD 1464392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$38.4M in ETFs
85%
$32.7M
15%
$5.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST ETF (GBTC) | Grayscale | Passive | Digital Assets | $18.8M | 355,791 | 48.83% |
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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