← Directory
EAGLE CAPITAL MANAGEMENT LLC
CRD 106422File 801-48883
APPROVED
Retail clients
Custody
Filing as of Sep 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,279 | 2,203 | decreased by76 |
| Apr 1, 2026 | Employees | 42 | 45 | increased by3 |
| Apr 1, 2026 | Clients | 2,128 | 2,279 | increased by151 |
| Apr 1, 2026 | AUM | $31,186,406,111 | $35,796,108,152 | increased by$4,609,702,041 |
| Apr 1, 2026 | Accounts | 2,133 | 2,284 | increased by151 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 42 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,416 | 2,128 | decreased by288 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $35,037,767,553 | $31,186,406,111 | decreased by$3,851,361,442 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,420 | 2,133 | decreased by287 |
| Apr 1, 2022 | Employees | 37 | 36 | decreased by1 |
| Apr 1, 2022 | Clients | 2,235 | 2,416 | increased by181 |
| Apr 1, 2022 | AUM | $32,381,162,949 | $35,037,767,553 | increased by$2,656,604,604 |
| Apr 1, 2022 | Accounts | 2,239 | 2,420 | increased by181 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EAGLE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGLE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.