Eton Advisors Group LLC

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Assets, Funds, Holdings

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Eton Advisors Group LLC
CRD #289395
SEC #801-111042
CIK #
AUM $2.0 BB (2024-08-26)
Employees 13 (38% Investors, 0% Brokers)
Phone919-442-1550
Address5915 Farrington Road,
Chapel Hill, NC 27517
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
20001600120080040002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Farrington Diversified Strategies Fund A QP LP [2014-03-28] 93.7 9.1
HF Farrington Diversified Strategies Fund B QP LP [2014-03-28] 32.5 10.6
HF Farrington Equity Opportunities Fund A QP LP [2014-03-28] 69.7 32.6
HF Farrington Income Strategies Fund QP LP [2013-03-26] 347.3 56.5
HF Farrington International Equity Fund QP LP [2013-03-26] 62.2 36.4
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 43 30.8
(b) Individuals (high net worth individuals) 76 642.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 145.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 37.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 892.7
(n) Other 17 213.7
Total 153 1,961.7
By Discretionary
Discretionary 140 1,277.7
Non-Discretionary 13 684.0
Total 153 1,961.7
By Non-United States Persons
Non-United States Persons 594.6
United States Persons 1,367.1
Total 153 1,961.7
Form D Directors # Filings # Firms 2011 - 2024
Andrew Marino 10
John Wallace 33
Robert Mallernee 13
William Parham Jr 5
Farrington Funds GP LLC 5
Kendra Fortier 5
Eton Advisors LP 5
Eton Advisors Group LLC 5
Bradley Dalton 5
Teresa Eriksson 5
View All
Comparable Firms State AUM ($BB)
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Deschutes Portfolio Strategy LLC
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Cornercap Investment Counsel Inc
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