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EAGLE CAPITAL MANAGEMENT LLC
CRD 106422File 801-48883
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$35.80B
Top 10% of cohort (national)
Discretionary AUM
$35.80B
Clients
2,203
2,284 accounts
Employees
45
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 5, 1995
- Principal office
- 65 EAST 55TH STREET, 26TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-293-4040
- Website
- HTTP://WWW.EAGLECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.80B
- Discretionary AUM
- $35.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,284
- Non-discretionary accounts
- 0
- Total accounts
- 2,284
- AUM per client
- $16.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 348 | $6.89B |
| Non-U.S. persons | Fewer than 5 | $4.60B |
| Insurance companies | Fewer than 5 | $31.6M |
| Investment companies | 1 | $3.55B |
| Charitable organizations | 251 | $5.45B |
| High net worth individuals | 1,509 | $6.60B |
| Pooled investment vehicles | 2 | $1.08B |
| Pension and profit sharing plans | 75 | $3.28B |
| State or municipal government entities | 17 | $2.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2279 | 2203 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.