First Eagle Separate Account Management, LLC

RIASEC Registered
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 institutional registered investment adviser organized as an LLC that provides portfolio management across individual, pooled-vehicle, and institutional client types. The firm is SEC registered (initial registration recorded in 2019) and charges clients on a percentage-of-AUM basis. Its advisory scope includes separate accounts and pooled investment vehicles, and it reports being an active ESG investor. Corporate affiliations referenced in regulatory filings include broker-dealer relationships, other investment-adviser roles, CPO/CTA activity, and sponsor/GP roles in pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 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 4
  • Mehdi Mahmud

    Mehdi Mahmud

    President and Chief Executive OfficerCRD 3041637

  • Heather Brilliant

    Heather Brilliant

    Chief Executive OfficerCRD 6857235

  • Alyssa Bentz

    Alyssa Bentz

    Chief Compliance OfficerCRD 6743900

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Contacts

1 of 1
  • David Oconnor

    David Oconnor

    General CounselCRD 5077118

Wealth teams

FINTRX

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