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| Eagle Asset Management Inc
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| CRD # | 110653 |
| SEC # | 801-21343 |
| CIK # | 0000790502, 0001062993 |
| AUM | 60.65 B (2026-06-02) |
| Employees | 77 (57% Investors, 4% Brokers) |
| Phone | 727-573-2453 |
| Address | 780 Carillon Pkwy St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Microsoft Corp | 6.6 | ||
| Nvidia Corp | 6.1 | ||
| Broadcom Inc | 5.0 | ||
| Amazon Com Inc | 4.4 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Alphabet Inc | 3.8 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Johnson & Johnson | 2.5 | ||
| Facebook Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Eagle Growth Partners I | [2011-12-23] | 33.6 M | |
| HF | Eagle Growth Partners II | [2011-12-23] | 108.7 M | 47.0 M |
| Filed 2023-01-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,500,000 · Remaining Indefinite · Duration More than one year · Commission $268,494 · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21,795 | 13.5 |
| (b) Individuals (high net worth individuals) | 6,250 | 7.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 6.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 2.1 |
| (g) Pension and profit sharing plans | 6 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 30 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 554 | 1.4 |
| (n) Other | 50,629 | 28.3 |
| Total | 79,272 | 60.7 |
| By Discretionary | ||
| Discretionary | 28,643 | 32.4 |
| Non-Discretionary | 50,629 | 28.3 |
| Total | 79,272 | 60.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.7 | |
| Total | 79,272 | 60.7 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Los Angeles County Employees Retirement Association | |
| Orange County Employee Retirement System |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Stephen Hill | Executive Officer | 23 | 3 | |
| Eric Wilwant | Executive Officer | 9 | 3 | |
| James Abbott | Executive Officer | 7 | 3 | |
| Bert Boksen | Executive Officer | 2 | 2 | |
| General Partner Eb Management I LLC | Executive Officer | 2 | 2 | |
| Corporate Managing Partner of General Partner Eagle Asset Management Inc | Executive Officer | 2 | 2 | |
| James Abbot | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000790502] | |
| 13F-NT | [0000790502] | |
| 3 | [0000790502] | |
| 4 | [0000790502] | |
| SC 13D | [0000790502] | |
| SC 13G | [0000790502] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $23.3B |
| Clients | 50,629 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 254900014X4G6Q0SPF80 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Eagle Asset Management Inc | |
| Eagle Growth & Income Opportunities Fund |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Eagle Growth & Income Opportunities Fund EGIF
Eagle Growth & Income Opportunities Fund
|
2016-07-14 | Buy | 1,448 | $17.31 | 25,065 |
|
Eagle Growth & Income Opportunities Fund EGIF
EGIF - Eagle Groth & Income Opportunities Fund
|
2016-04-28 | Buy | 1,532 | $16.34 | 25,033 |
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