Eagle Strategies LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $32.0B in regulatory assets under management, 3,190 employees, 891 offices, and 133,900 accounts.
Assets Under Management
$32.0B
Employees
3,190
Offices
891 offices
Total Clients
133,900
Primary office
NEW YORK, NY
51 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
105,597
2
HNWI
20.3%
27,125
3
Corporations
0.7%
892
4
Charitable
0.2%
286
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32.0Bas of March 31, 2026
Discretionary5.3%
$1.7B
5% of total RAUM5.3%
Non-discretionary94.7%
$30.3B
95% of total RAUM94.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$32.0B
Total Accounts133,900
10Y AUM Change+$25.4B (+384.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3,190
Clients per Employee42:1
10Y Employee Change+1,343 (+72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.