EAGLE GROUP FINANCE LOAN CORP.
Adviser information for EAGLE GROUP FINANCE LOAN CORP. last updated from Form ADV on March 28th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, 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 | 3 | $149.3M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $149.3M |
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 | 3 | $149.3M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 801-126312 |
|---|---|
| SEC ERA File Number | 801-126312 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283364 |
| Legal Entity Identifier | None |
Principal Office
12100 WILSHIRE BLVDSTE. 510
LOS ANGELES
CA
United States
Monday - Friday, 9:00AM-6:00PM
Tel: 310-843-0001, Fax: 310-843-0888
Chief Compliance Officer
ALEXANDRA C. LAFRANKIE
140 E. 45TH STREET, 29TH FLOOR
2 GRAND CENTRAL TOWER
NEW YORK
NY
United States
Tel:
2026414098
A******************@************M
(Full email address available in API data)
Industry Affiliates
| PELTZ CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial plannersReal estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IBORROW FINANCE LOAN FUND I, L.P. | Real Estate Fund | $146.4M | $1.0M | 476 |
| IBORROW SPECIAL OPPORTUNITIES FUND, LP | Real Estate Fund | $2.9M | $0.0M | 65 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PELTZ, HARLAN, DAVID | Individual | – | CO-EXECUTIVE CHAIRMAN | 03/2016 | < 5% |
| PELTZ, ANDREW, LEE | Individual | – | CO-EXECUTIVE CHAIRMAN | 03/2016 | < 5% |
| Good, Brian | Individual | – | CEO | 03/2016 | 25-50% |
| LUMINOUS ENDEAVORS, LLC | Domestic Entity | – | SHAREHOLDER | 03/2016 | 50-75% |
| PELTZ, HARLAN, DAVID | Individual | LUMINOUS ENDEAVORS, LLC | MANAGING MEMBER | 07/2011 | 50-75% |
| PELTZ, ANDREW, LEE | Individual | LUMINOUS ENDEAVORS, LLC | MANAGING MEMBER | 07/2011 | 50-75% |
| LAFRANKIE, ALEXANDRA, CECILIA | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |