White Eagle Partners, LLC (New York)

White Eagle Partners, LLC is a large advisory firm based in New York. It manages $110 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009.

White Eagle Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White Eagle Partners: assets under management

The assets under management (AUM) of White Eagle Partners, LLC is $110 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Eagle Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at White Eagle Partners, LLC

Amir James Rasteh has been acting as President since 1 Apr 2008. Ralph A Shaoul joined the executive team most recently as the Chief Compliance Officer / Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Amir James Rasteh	President	1 Apr 2008	75% - 100%	5663244
Edward X Gu	Chief compliance officer	1 Jun 2009	Other	5685827
Edward Xiaobin Gu	Elected manager/chief compliance officer	1 Jun 2009	Other	5685827
Ralph A Shaoul	Chief compliance officer / chief operating officer	1 Sep 2010	Other	2280379

Based in New York

The principal office where White Eagle Partners, LLC performs its advisory services is located at 150 East 52 Nd Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.