EAGLECLAW CAPITAL MANAGEMENT LLC
Adviser information for EAGLECLAW CAPITAL MANAGEMENT LLC last updated from Form ADV on September 28th, 2023. 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 | JUNE |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| 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 | 269 | $540.1M |
| Non-Discretionary | 0 | $0 |
| Total | 269 | $540.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 225 | $311.6M |
| HNW Individuals | 38 | $196.6M |
| 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 | <5 | $29.6M |
| 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 | <5 | $2.4M |
| 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 | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Registered representative of a broker-dealer |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 540.1M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| EAGLECLAW CAPITAL MANAGEMENT LLC | EAGLECLAW CAPITAL MANAGEMENT LLC |
Identifiers
| SEC RIA File Number | 801-63954 |
|---|---|
| SEC ERA File Number | 801-63954 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 134045 |
| Legal Entity Identifier | None |
Principal Office
ONE FEDERAL STREET19TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 617-314-0213, Fax: 617-3140213
Websites
Chief Compliance Officer
KATHERINE KELLIHER
CHIEF COMPLIANCE OFFICER
ONE FEDERAL ST
19TH FLOOR
BOSTON
MA
United States
Tel:
617-314-0213
Fax:
617-314-0213
K********@*************M
(Full email address available in API data)
Regulatory Contact
MICHAEL HILDRETH
CFO
ONE FEDERAL ST
19TH FLOOR
BOSTON
MA
United States
Tel:
617-314-0226
M********@*************M
(Full email address available in API data)
Industry Affiliates
| MOORS & CABOT, INC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersRegistered municipal advisorInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DONAHUE, DAVID, WARREN | Individual | – | MEMBER | 01/2005 | > 75% |
| KELLIHER, KATHERINE, ROSE | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2018 | < 5% |