Eagle's View Capital Management LLC is a large advisory firm based in New York. It manages $272.8 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Eagle's View Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eagle's View Capital Management LLC is $272.8 million. The firm's AUM has gone down by -35% since the beginning of its operation, and $65.8 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Eagle's View Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Neal Tracey Berger is pooled investment vehicles with 9 clients and $170.4 million of assets under management. Among the 11 most similar advisory firms, Eagle's View Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $272.8 million for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 19% of the firm’s clients are foreign persons or businesses.
Eagle's View Capital Management also advises several private funds. Namely, nine hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Eagle's View Capital Management LLC is owned by Robert Yale Gelfond. Neal Tracey Berger has been acting as President since 1 Jun 2005. David Joshua Margulies joined the executive team most recently as the Chief Compliance Officer.
The principal office where Eagle's View Capital Management LLC performs its advisory services is located at 13 15 West 54 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-421-7300 or by fax 212-201-1943. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at evhedge.com.