Eagle Talon Partners

Fee-Only (% of Portfolio)

Eagle Talon Partners is a registered investment advisor founded in January 2021 and based in Naples, Florida, with an office in New York. The firm manages separately managed accounts and investment vehicles for institutional investors and high net worth individuals on a fully discretionary basis. Eagle Talon Partners employs an event-focused investment philosophy across four main strategies: G-Leadership, G-Thematic, G-Credit, and Quantamental Event. The firm seeks to achieve attractive absolute returns with moderate risk and long-term capital preservation by investing in publicly traded global equities, derivatives, and exchange-traded funds. Investment decisions are driven by fundamental and systematic research, focusing on security selection and market dislocations resulting from disparities in value, information, and time horizon.

Assets Under Management$31M
Clients7
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$31M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees are 2% for G-Leadership, G-Thematic, and Quantamental Event strategies, and 1% for G-Credit. Most strategies also include performance-based fees ranging from 10% to 20%. Fees may be negotiated in certain cases.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Eagle Talon Partners - Fees, AUM & Advisors | TrueAdvisor