EAGAN CAPITAL MANAGEMENT, LLC
Adviser information for EAGAN CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 7th, 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 | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 146 | $17.3M |
| Non-Discretionary | 238 | $60.5M |
| Total | 384 | $77.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 220 | $40.0M |
| HNW Individuals | 32 | $37.8M |
| 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 | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMREFERRAL FEES- WHEN ACTING AS A SOLICITOR |
| Other Business Activities | Real estate broker, dealer, or agentInsurance broker or agentSOLICTOR FOR HAMMER ASSET MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-68860 |
|---|---|
| SEC ERA File Number | 801-68860 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 126599 |
| Legal Entity Identifier | None |
Principal Office
210 SOUTH MANLIUS STFAYETTEVILLE
NY
United States
Monday - Friday, 9:00 - 5:00
Tel: 315-637-8004, Fax: 315-637-3153
Chief Compliance Officer
EDWARD W. EAGAN
MANAGING MEMBER
210 SOUTH MANLIUS ST
FAYETTEVILLE
NY
United States
Tel:
315-637-8004
Fax:
315-637-3153
E*****@***************T
(Full email address available in API data)
Regulatory Contact
EDWARD W. EAGAN
MANAGING MEMBER
210 SOUTH MANLIUS ST
MANLIUS
NY
United States
Tel:
3156378004
Fax:
3156373153
E*****@***************T
(Full email address available in API data)
Industry Affiliates
| EDWARD W. EAGAN | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EAGAN, EDWARD, WALKER | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 03/2001 | > 75% |