FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$908M
Discretionary
$908M
100% of AUM
Avg account
$499K
Accounts
1,819
Employees
46
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
300359
Registered since
July 22, 2019
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM
Client types
  • Other36.5%
  • Pension & Profit Sharing Plans25.8%
  • Corporations / Businesses13.33%
  • Individuals8.6%
  • Charitable Organizations8.03%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Eagle Separate Account Management, LLC is a limited liability company that provides discretionary portfolio management across individual, family and institutional client segments. The firm registered with the SEC in 2019 and charges fees as a percentage of assets under management. Its advisory activity covers separately managed accounts, pooled investment vehicles and mandates for businesses or institutions. Investment positioning is equity‑tilted: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. It identifies as an active ESG investor, which suggests environmental, social and governance factors are incorporated into security selection and manager due diligence. In addition to advisory roles, the firm participates in sponsor and manager functions—it lists affiliations consistent with acting as sponsor, general partner or managing member of pooled vehicles and having broker‑dealer and other adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Exchange Traded Equities 87%, Private Funds 10%, Cash & Cash Equivalents 3%87%
  • Exchange Traded Equities87%
  • Private Funds10%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • MELANIE DOW

    Chief Administrative OfficerCRD 5859822

  • Michael Constantino

    Chief Financial OfficerCRD 2932606

  • JAMES BARLING

    Chief Compliance OfficerCRD 3172037

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Contacts

1 of 1
  • DAVID OCONNOR

    General CounselCRD 5077118

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
1345 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth