Eaglebrook Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $342M in regulatory assets under management, 22 employees, 1 office, and 1,110 accounts.
Assets Under Management
$342M
Employees
22
Offices
1 office
Total Clients
159
Primary office
NEW YORK, NY
205 HUDSON STREET, 7TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 50.9% of total clients.
Top client categories% of clientsClients
1
Other Advisers
50.9%
81
2
HNWI
49.1%
78
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$342Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$342M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$342M
Total Accounts1,110
10Y AUM Change+$212M (+163.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee7:1
10Y Employee Change+7 (+46.7%)
* 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.