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| Eagle Global Advisors LLC
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|---|---|
| CRD # | 107306 |
| SEC # | 801-53294 |
| CIK # | |
| AUM | 3,099.8 M (2026-03-28) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-952-3550 |
| Address | 1330 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Eagle Scarcity Partners LP | [2025-03-26] | 13.8 M | 22.0 M |
| Filed 2026-01-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Eagle Global Special Situations Fund LLC TOO Series 1 | 2017-04-27 | ||
| HF | Eagle Global Advisors Special Situations Fund LLC | 2017-03-31 | ||
| HF | EMC Long/Short Equity Fund LP | 2017-03-31 | ||
| HF | Eagle EM Dividend Fund LP | [2013-03-20] | 17.0 M | 17.2 M |
| Filed 2016-01-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Eagle Income Appreciation II LP | [2012-03-26] | 94.5 M | 99.4 M |
| Filed 2026-01-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Eagle Income Appreciation Partners LP | [2012-03-26] | 285.8 M | 300.0 M |
| Filed 2026-01-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 1.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.6 |
| (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 | 16 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 3.1 |
| By Discretionary | ||
| Discretionary | 366 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 366 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 366 | 3.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Hunt | Executive Officer | 13 | 2 | |
| Steven Russo | Executive Officer | 7 | 2 | |
| Eagle Global Advisors LLC | Executive Officer, Promoter | 4 | 2 | |
| John Gualy | Executive Officer | 3 | 1 | |
| Edward Allen III | Executive Officer | 3 | 1 | |
| Paul Chiaro Jr | Executive Officer | 2 | 1 | |
| Malcom Day | Executive Officer | 2 | 1 | |
| Thomas Hunt III | Executive Officer | 1 | 1 | |
| Eagle Em Dividend Fund GP LLC | Promoter | 1 | 1 | |
| Eagle Scarcity Partners GP LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.6B |
| Clients | 9 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
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Paradigm Global Investors LLC
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TX | 3,031.2 M |
|
Elm Partners Management LLC
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|
Acorn Advisory Capital LP
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NY | 2,962.2 M |
|
Hudson Edge Investment Partners Inc
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NJ | 2,948.6 M |
|
Fort Point Capital Partners LLC
✚
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CA | 2,894.5 M |
|
Veris Wealth Partners LLC
✚
|
CA | 2,856.9 M |