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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Global Advisors LLC
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| CRD # | 107306 |
| SEC # | 801-53294 |
| CIK # | 0001130787 |
| AUM | $2.5 B (2025-05-30) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 713-952-3550 |
| Address | 1330 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Energy Transfer Equity LP | 0.1 | ||
| MPLX LP | 0.1 | ||
| Hess Midstream LP | 0.1 | ||
| Targa Resources Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Western Gas Equity Partners LP | 0.1 | ||
| Cheniere Energy Inc | 0.1 | ||
| Plains All American Pipeline LP | 0.1 | ||
| Enterprise Products Partners L P | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Eagle Scarcity Partners LP | [2025-03-26] | 10.0 | 10.7 |
| HF | Eagle Global Special Situations Fund LLC TOO Series 1 | 2017-04-27 | 0.0 | |
| HF | Eagle Global Advisors Special Situations Fund LLC | 2017-03-31 | 0.0 | |
| HF | EMC Long/Short Equity Fund LP | 2017-03-31 | 0.0 | |
| HF | Eagle EM Dividend Fund LP | [2013-03-20] | 17.0 | 17.2 |
| HF | Eagle Income Appreciation II LP | [2012-03-26] | 98.8 | 106.3 |
| HF | Eagle Income Appreciation Partners LP | [2012-03-26] | 286.0 | 307.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 1.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.4 |
| (g) Pension and profit sharing plans | 6 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 16 | 0.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 371 | 2.5 |
| By Discretionary | ||
| Discretionary | 371 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 371 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 371 | 2.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Thomas Hunt | 13 | |||
| Steven Russo | 7 | |||
| Eagle Global Advisors LLC | 4 | |||
| John Gualy | 3 | |||
| Edward Allen III | 3 | |||
| Malcom Day | 2 | |||
| Paul Chiaro Jr | 2 | |||
| Eagle EM Dividend Fund GP LLC | 1 | |||
| Eagle Scarcity Partners GP LLC | 1 | |||
| Thomas Hunt III | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001130787] |
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