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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Capital Management LLC
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| CRD # | 106422 |
| SEC # | 801-48883 |
| CIK # | 0000945631, 0001123891, 0001600746 |
| AUM | $31.2 B (2025-06-16) |
| Employees | 42 (29% Investors, 24% Brokers) |
| Phone | 212-293-4040 |
| Address | 65 East 55th Street New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 2.6 | ||
| Conocophillips | 2.0 | ||
| Microsoft Corp | 2.0 | ||
| UnitedHealth Group Inc | 1.7 | ||
| Comcast Corp | 1.5 | ||
| Aercap Holdings NV | 1.5 | ||
| Capital One Financial Corp | 1.4 | ||
| Facebook Inc | 1.4 | ||
| Workday Inc | 1.4 | ||
| Woodward Governor Co | 1.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Eagle Capital Equity Fund LP | [2020-03-27] | 276.6 | 172.3 |
| HF | Eagle Growth Limited Partnership | 2012-03-26 | 82.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,378 | 6.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 2.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.7 |
| (g) Pension and profit sharing plans | 82 | 3.2 |
| (h) Charitable organizations | 247 | 5.1 |
| (i) State or municipal government entities | 17 | 2.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 3.9 |
| (m) Corporations or other businesses not listed above | 329 | 6.4 |
| (n) Other | 72 | 1.3 |
| Total | 2,133 | 31.2 |
| By Discretionary | ||
| Discretionary | 2,133 | 31.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,133 | 31.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 26.0 | |
| Total | 2,133 | 31.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Eagle Capital Management LLC | 1 | ||
| Ravenel Curry III | 1 | ||
| Eagle Capital Equity Fund GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000945631] | |
| SC 13G | [0000945631] | |
| D | [0001123891] | |
| 13F-HR | [0001600746] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harding Loevner LP
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|
NJ | 34.5 |
|
Hotchkis and Wiley Capital Management LLC
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|
CA | 33.2 |
|
Epoch Investment Partners Inc
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|
NY | 33.1 |
|
Scout Investments Inc
✚
|
MO | 33.0 |
|
Virtus Fixed Income Advisers LLC
✚
|
CT | 33.0 |
|
Diamond Hill Capital Management Inc
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|
OH | 30.0 |
|
Knights of Columbus Asset Advisors LLC
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|
CT | 28.0 |
|
Morrison US LLC
✚
|
28.0 | |
|
55I LLC
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|
MA | 27.9 |
|
Winslow Capital Management LLC
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|
MN | 27.2 |