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| Eagle Asset Management Inc
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|---|---|
| CRD # | 110653 |
| SEC # | 801-21343 |
| CIK # | |
| AUM | 60.65 B (2026-06-02) |
| Employees | 77 (57% Investors, 4% Brokers) |
| Fees | |
| Minimum | |
| Phone | 727-573-2453 |
| Address | 780 Carillon Pkwy St Petersburg, FL 33716 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $23.3B |
| Clients | 50,629 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 254900014X4G6Q0SPF80 |
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