|
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| Eagle Asset Management Inc
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| |
|---|---|
| CRD # | 110653 |
| SEC # | 801-21343 |
| CIK # | 0000790502, 0001062993 |
| AUM | $33.5 BB (2024-08-06) |
| Employees | 66 (82% Investors, 8% Brokers) |
| Phone | 727-573-2453 |
| Address | 780 Carillon Pkwy St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Eagle Growth Partners I | [2011-12-23] | 33.6 | |
| HF | Eagle Growth Partners II | [2011-12-23] | 108.7 | 47.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,259 | 8.2 |
| (b) Individuals (high net worth individuals) | 18,876 | 12.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 8.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1.4 |
| (g) Pension and profit sharing plans | 18 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 27 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 70 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 46,260 | 33.5 |
| By Discretionary | ||
| Discretionary | 19,001 | 25.3 |
| Non-Discretionary | 27,259 | 8.2 |
| Total | 46,260 | 33.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 33.4 | |
| Total | 46,260 | 33.5 |
| Limited Partners | 2011 - 2024 |
|---|---|
| Los Angeles County Employees Retirement Association | |
| Orange County Employee Retirement System |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Stephen Hill | 22 | ||
| Eric Wilwant | 8 | ||
| James Abbott | 4 | ||
| General Partner Eb Management I LLC | 2 | ||
| Bert Boksen | 2 | ||
| Corporate Managing Partner of General Partner Eagle Asset Management Inc | 2 | ||
| James Abbot | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000790502] | |
| 3 | [0000790502] | |
| 4 | [0000790502] | |
| SC 13D | [0000790502] | |
| SC 13G | [0000790502] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Eagle Asset Management Inc | |
| Eagle Growth & Income Opportunities Fund |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UBS Hedge Fund Solutions LLC
✚
|
CT | 39.2 |
|
PNC Capital Advisors LLC
✚
|
MD | 37.7 |
|
Epoch Investment Partners Inc
✚
|
NY | 34.3 |
|
Calamos Advisors LLC
✚
|
IL | 33.7 |
|
Silvercrest Asset Management Group LLC
✚
|
NY | 33.3 |
|
Virtus Fixed Income Advisers LLC
✚
|
CT | 32.8 |
|
Hotchkis and Wiley Capital Management LLC
✚
|
CA | 31.3 |
|
Eagle Capital Management LLC
✚
|
LA | 29.1 |
|
Muzinich & Co Inc
✚
|
NY | 28.1 |
|
Diamond Hill Capital Management Inc
✚
|
OH | 27.4 |