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 an SEC-registered limited liability company that provides discretionary portfolio management to individuals and families as well as institutional and pooled-investment clients. The firm charges fees based on a percentage of assets under management and offers separate-account and pooled-vehicle management across individual, business, and institutional mandates. First Eagle identifies as an active ESG investor and participates in a range of industry roles beyond pure advisory work, including broker-dealer relationships, commodity pool/CTA activity, and sponsoring or acting as general partner/managing member for pooled investment vehicles and limited partnerships.

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

Owners & executives

3 of 4
  • Melanie Dow

    Melanie Dow

    Chief Administrative OfficerCRD 5859822

  • Michael Constantino

    Michael Constantino

    Chief Financial OfficerCRD 2932606

  • James Barling

    James Barling

    Chief Compliance OfficerCRD 3172037

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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