Assets Under Management
$665.6M
Number of Clients
290
Number of Advisors
5
Average Client AUM
$2.3M
AUM per Advisor
$133.1M
Compensation
Fee-Only (AUM)
EagleClaw Capital Management focuses on working with families, individuals, not-for-profits, and endowments. They build portfolios of individual stocks and bonds, using a fundamental analysis with a technical overlay and a non-consensus contrarian style. They aim to identify client aspirations and monitor progress toward an acceptable outcome.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may vary based on client circumstances.
One Federal Street, 19th Floor, Boston, MA, 02110