DOUBLE EAGLE FAMILY OFFICES, LLC
Adviser information for DOUBLE EAGLE FAMILY OFFICES, 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 | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 14 | $109.0M |
| Non-Discretionary | 127 | $427.7M |
| Total | 141 | $536.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $14.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $109.0M |
| 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 | 9 | $413.0M |
| 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 individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122127 |
|---|---|
| SEC ERA File Number | 801-122127 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315523 |
| Legal Entity Identifier | None |
Principal Office
3724 HULEN STFORT WORTH
TX
United States
Monday - Friday, 8:30-5:30
Tel: 817-928-3260, Fax: None
Chief Compliance Officer
MEGAN ELIZABETH BIANCA
CONTROLLER
3724 HULEN ST
FORT WORTH
TX
United States
Tel:
817-9283260
M******@*************M
(Full email address available in API data)
Regulatory Contact
PAUL KEIPER
MANAGING DIRECTOR
3724 HULEN ST
FORT WORTH
TX
United States
Tel:
817-928-3260
P******@*************M
(Full email address available in API data)
Industry Affiliates
| DEFO GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DE BISON, LLC | Private Equity Fund | $30.8M | $0.0M | 8 |
| DE POB HOLDCO, LLC | Private Equity Fund | $11.0M | $0.0M | 2 |
| DE-VERITAS HOLDINGS, LLC | Private Equity Fund | $13.3M | $0.0M | 6 |
| DEFO NOONAN, LP | Private Equity Fund | $27.2M | $0.3M | 32 |
| DOUBLE EAGLE SELTZERS HOLDCO, LLC | Private Equity Fund | $1.5M | $0.0M | 11 |
| DOUBLE EAGLE SPIRITS HOLDCO, LLC | Private Equity Fund | $16.5M | $0.0M | 21 |
| ENCHANTED EAGLE INVESTMENTS, LLC | Private Equity Fund | $8.6M | $0.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAPROCK LEGACY TRUST | Domestic Entity | – | MEMBER | 07/2021 | > 75% |
| Keiper, Paul, Wesley | Individual | – | MANAGING DIRECTOR | 07/2021 | < 5% |
| Keiper, Paul, Wesley | Individual | CAPROCK LEGACY TRUST | TRUSTEE | 07/2021 | |
| Carpenter, Blake, Allen | Individual | CAPROCK LEGACY TRUST | TRUSTEE | 07/2021 | |
| KEELING, ERIN, KAYE | Individual | – | CONTROLLER | 09/2021 | < 5% |
| Bianca, Megan | Individual | – | CHIEF COMPLIANCE OFFICER, CONTROLLER | 08/2023 | < 5% |