Eagle'S View Capital Management LLC
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Overview
Eagle'S View Capital Management LLC operates as a financial advisor company located in West Palm Beach, Florida. The firm handles $748.0 million in assets under management throughout 35 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 4 financial advisors. Eagle'S View Capital Management LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, stocks and bonds.
Eagle'S View Capital Management LLC administers eight of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction judgments for the client's account without needing to seek the customer's consent. Eagle'S View Capital Management LLC also manages 27 non-discretionary accounts totaling $146.5 million in AUM. The company's average account size is $21.4 million. The typical financial advisor at Eagle'S View Capital Management LLC manages about nine client accounts, placing it among the more personalized advisor firms in the country.
Eagle'S View Capital Management LLC's headquarters is at 700 S. Rosemary Ave., West Palm Beach, Florida 33401. The company is allowed to serve investors throughout 2 states, including Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eagle'S View Capital Management LLC by the Numbers
$748.0 million
10
35
$21.4 million
Products and Services
Financial services offered by Eagle'S View Capital Management LLC include portfolio management for pooled investment vehicles and selection of other advisers. Eagle'S View Capital Management LLC does not sell products or offer services other than investment advisory services to its investment advisory clients. Eagle'S View Capital Management LLC is affiliated with one or more other service providers in the financial services industry, including with a commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically depend on which services the firm provides the client. However, fee types charged by the company can include the following fee structures: asset-based or performance-based. Eagle'S View Capital Management LLC does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Eagle'S View Capital Management LLC provides services to high net worth investors, pooled investment vehicles, charitable organizations and corporations. Out of its 35 customers, Eagle'S View Capital Management LLC's biggest client is high net worth investors, though it also serves 14 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 20% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 40%
- Other Individuals - 0%
- Corporations - 57.14%
- Charitable Organizations - 2.86%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Eagle'S View Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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