Eagle Point Capital LLC

Fee-Only (% of Portfolio)

Eagle Point Capital offers investment management services to individuals, high net worth individuals, corporations, and pooled investment vehicles. Eagle Point employs a concentrated investment strategy focused on holding a limited number of long equity positions. The firm's approach is largely unconstrained by geography, sector, industry, or market capitalization. Eagle Point primarily invests in common stock and depositary receipts, but may also invest in options, warrants, preferred stock, convertible bonds, exchange-traded funds, mutual funds, REITs, foreign securities, and cash.

Assets Under Management$20M
Clients53
Advisors3
Avg. per Client$390K
Avg. per Advisor$6.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm

Eagle Point Capital LLC | TrueAdvisor