Firm profile

FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC

NEW YORK, NYCRD 300359Latest ADV March 27, 2026

First Eagle Separate Account Management, 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 27, 2026, reports $908M in regulatory assets under management, 46 employees, 4 offices, and 1,819 accounts.

Assets Under Management
$908M
Employees
46
Offices
4 offices
Total Clients
1,821
Primary office
NEW YORK, NY
1345 AVENUE OF THE AMERICAS, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMehdi A. Mahmud
CCOJames M. Barling
CFOMichael Constantino

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 46.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
46.6%
848
2
Irrevocable Trusts/Estates
34.3%
624
3
Individuals
11.2%
204
4
Corporations
5.7%
103
5
Charitable
1.7%
31

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$908Mas of March 27, 2026
Discretionary100.0%
$908M
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$908M
Total Accounts1,819
10Y AUM Change+$908M

Employee Growth by Quarter

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

Total Employees46
Clients per Employee40:1
10Y Employee Change-4 (-8.0%)

* 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.