EAGLE REALTY CAPITAL PARTNERS, LLC
Adviser information for EAGLE REALTY CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesSTRUCTURING FEES, FINANCING FEES, DISPOSITION FEES |
Identifiers
| SEC RIA File Number | 801-107404 |
|---|---|
| SEC ERA File Number | 801-107404 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282903 |
| Legal Entity Identifier | None |
Principal Office
421 EAST FOURTH STREETCINCINNATI
OH
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 513-361-7700, Fax: 513-361-7701
Chief Compliance Officer
TIMOTHY S. STEARNS
303 BROADWAY
SUITE 1600
CINCINNATI
OH
United States
Tel:
513-362-8176
Fax:
513-357-4161
T**********@*******************M
(Full email address available in API data)
Industry Affiliates
| FORT WASHINGTON INVESTMENT ADVISORS INC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| TOUCHSTONE ADVISORS INC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TOUCHSTONE SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| W&S BROKERAGE SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WESTERN & SOUTHERN MUTUAL HOLDING COMPANY | Domestic Entity | WESTERN & SOUTHERN FINANCIAL GROUP, INC. | PARENT COMPANY | 09/2000 | > 75% |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | Domestic Entity | THE WESTERN & SOUTHERN LIFE INSURANCE COMPANY | PARENT COMPANY | 09/2000 | > 75% |
| THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY | Domestic Entity | WESTERN & SOUTHERN INVESTMENT HOLDINGS, LLC | PARENT COMPANY | 12/2006 | > 75% |
| WESTERN & SOUTHERN INVESTMENT HOLDINGS, LLC | Domestic Entity | EAGLE REALTY GROUP, LLC | PARENT COMPANY | 12/2006 | > 75% |
| BARNETT, MICHAEL, NIEL | Individual | – | SECRETARY | 02/2016 | < 5% |
| BARRETT, JOHN, FINN | Individual | – | DIRECTOR, ELECTED MANAGER | 02/2016 | < 5% |
| CLARK, JAMES, NORMAN | Individual | – | DIRECTOR, ELECTED MANAGER | 02/2016 | < 5% |
| EAGLE REALTY GROUP, LLC | Domestic Entity | – | PARENT COMPANY | 02/2016 | > 75% |
| SAN MARCO, MARIO, JOSEPH | Individual | – | DIRECTOR, ELECTED MANAGER | 12/2017 | < 5% |
| WUEBBLING, DONALD, JOSEPH | Individual | – | DIRECTOR, ELECTED MANAGER | 02/2016 | < 5% |
| NIEMEYER, JONATHAN, DAVID | Individual | – | DIRECTOR, ELECTED MANAGER | 04/2016 | < 5% |
| JOHNSON, JAY, VINCENT | Individual | – | VICE PRESIDENT & TREASURER | 04/2018 | < 5% |
| Silva, Paul, Charles | Individual | – | PRESIDENT, DIRECTOR, ELECTED MANAGER | 05/2021 | < 5% |
| STEARNS, TIMOTHY, STEVEN | Individual | – | VP, CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |
| Wittman, Scott, Joseph | Individual | – | VICE PRESIDENT | 02/2024 | < 5% |
| Connelly, Lindsay, Michelle | Individual | – | ASSISTANT VICE PRESIDENT, ASSISTANT TREASURER | 02/2024 | < 5% |
| MUSGROVE, JOHN, S | Individual | – | ASSISTANT VICE PRESIDENT, ASSISTANT TREASURER | 02/2024 | < 5% |
| Herron, Sarah, Sparks | Individual | – | ASSISTANT SECRETARY | 02/2024 | < 5% |
| Anderson, Jason, Todd | Individual | – | ASSISTANT TREASURER | 02/2024 | < 5% |
| ROWE, GREGORY, G | Individual | – | SVP, REAL ESTATE DEBT INVESTMENTS | 02/2024 | < 5% |
| ETTER, TODD, A | Individual | – | SVP, WHOLLY OWNED ASSETS & REAL ESTATE DEVELOPMENT | 02/2024 | < 5% |
| PEARSON, SCOTT, MICHAEL | Individual | – | VP, STRUCTURED EQUITY INVESTMENTS | 02/2024 | < 5% |
| ST. CLAIR, ANDREW, R | Individual | – | VP, ASSET MANAGEMENT | 02/2024 | < 5% |
| RUBSAM, DAVID, L | Individual | – | AVP, ASSET MANAGEMENT | 02/2024 | < 5% |
| THOMAS, CHARLES, L | Individual | – | SVP, REAL ESTATE EQUITY INVESTMENTS | 02/2024 | < 5% |
| DINIUS, SCOTT, J | Individual | – | VP, CONTROLLER | 02/2024 | < 5% |