Firm profile

EAGLE MERCHANT PARTNERS

ATLANTA, GACRD 285104Latest ADV March 13, 2026

Eagle Merchant Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 13, 2026, reports $841M in regulatory assets under management, 22 employees, and 17 accounts.

Assets Under Management
$841M
Employees
22
Offices
--
Total Clients
17
Primary office
ATLANTA, GA
3060 PEACHTREE RD, NW., SUITE 970, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOShellie Davis

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$841Mas of March 13, 2026
Discretionary100.0%
$841M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$841M
Total Accounts17
10Y AUM Change+$716M (+575.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee1:1
10Y Employee Change+16 (+266.7%)

* 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.