FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 300359
- Registered since
- July 22, 2019
- Website
- www.feim.com
- 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
FINTRXOverview
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
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 Equities87%
- Private Funds10%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4MELANIE DOW
Chief Administrative OfficerCRD 5859822
Michael Constantino
Chief Financial OfficerCRD 2932606
JAMES BARLING
Chief Compliance OfficerCRD 3172037
Contacts
1 of 1DAVID OCONNOR
General CounselCRD 5077118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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