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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Asset Management Inc
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| CRD # | 110653 |
| SEC # | 801-21343 |
| CIK # | 0001062993, 0000790502 |
| AUM | $58.5 B (2024-12-19) |
| Employees | 73 (60% Investors, 5% Brokers) |
| Phone | 727-573-2453 |
| Address | 780 Carillon Pkwy St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Amazon Com Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Facebook Inc | 2.8 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| VISA Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38,664 | 13.3 |
| (b) Individuals (high net worth individuals) | 27,875 | 19.6 |
| (c) Banking or thrift institutions | 12 | 12.9 |
| (d) Investment companies | 5 | 8.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1.5 |
| (g) Pension and profit sharing plans | 22 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 21 | 0.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 80 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 66,691 | 58.5 |
| By Discretionary | ||
| Discretionary | 28,027 | 45.2 |
| Non-Discretionary | 38,664 | 13.3 |
| Total | 66,691 | 58.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 58.4 | |
| Total | 66,691 | 58.5 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Los Angeles County Employees Retirement Association | |
| Orange County Employee Retirement System |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Stephen Hill | 22 | ||
| Eric Wilwant | 8 | ||
| James Abbott | 4 | ||
| Bert Boksen | 2 | ||
| General Partner Eb Management I LLC | 2 | ||
| Corporate Managing Partner of General Partner Eagle Asset Management Inc | 2 | ||
| James Abbot | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000790502] | |
| 13F-NT | [0000790502] | |
| 3 | [0000790502] | |
| 4 | [0000790502] | |
| SC 13D | [0000790502] | |
| SC 13G | [0000790502] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Eagle Asset Management Inc | |
| Eagle Growth & Income Opportunities Fund |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
William Blair Investment Management LLC
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IL | 71.6 |
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City National Rochdale LLC
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NY | 68.2 |
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Brandywine Global Investment Management LLC
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PA | 66.4 |
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Pzena Investment Management LLC
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NY | 63.7 |
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Russell Investment Management LLC
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WA | 62.4 |
|
GW&K Investment Management LLC
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MA | 52.9 |
|
Connor Clark & Lunn Investment Management Ltd
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49.4 | |
|
Brookfield Public Securities Group LLC
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|
NY | 48.3 |
|
Aristotle Capital Management LLC
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|
CA | 43.8 |
|
PNC Capital Advisors LLC
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|
MD | 42.6 |