Eagleclaw Capital Management LLC
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)
About This Firm
EagleClaw Capital Management, LLC, founded in 2005, 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 contrarian style. The firm manages client accounts on a discretionary or nondiscretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| 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 deviate from the mentioned ranges depending on client circumstances.
Fee Estimator
EagleClaw charges an annual advisory fee based on a percentage of assets under management, billed quarterly in advance. For example, the fee is 1.25% on the first $2,000,000. Fees may vary based on client circumstances. The firm generally maintains a relationship minimum of $350,000. The management fee covers advisory, custodial, and related service fees, but excludes other charges like wire transfers or transaction fees. 12b-1 fees received by EagleClaw are credited back to the client.
Areas of Practice
Location
One Federal Street, 19th Floor, Boston, MA, 02110