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
6

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 registers with the SEC (registered in 2019) and manages portfolios for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and describes its core advisory activity as discretionary portfolio management across separately managed accounts and pooled investment vehicles. It identifies as an active ESG investor, suggesting environmental, social, or governance factors play a role in portfolio construction or manager selection. The firm maintains multiple industry roles beyond pure investment management: it is affiliated with broker-dealer activity, other investment adviser functions, and commodity pool/CTA activities, and it sponsors pooled vehicles and limited partnerships. Those affiliations point to hands-on involvement in structuring or sponsoring alternative vehicles as well as traditional managed-account services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 85%, Private Funds 10%, State & Local Bonds 2%, Cash & Cash Equivalents 2%85%
  • Exchange Traded Equities85%
  • Private Funds10%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 5
  • Michael Constantino

    Michael Constantino

    Chief Financial OfficerCRD 2932606

  • James Barling

    James Barling

    Chief Compliance OfficerCRD 3172037

  • Heather Brilliant

    Heather Brilliant

    Chief Executive OfficerCRD 6857235

Unlock 2 more executives

Contacts

1 of 1
  • David Oconnor

    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