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EAGLE STRATEGIES LLC
CRD 110826File 801-32987
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$32.04B
Top 10% of cohort (national)
Discretionary AUM
$1.70B
Non-discretionary $30.35B
Clients
133,900
133,900 accounts
Employees
3,190
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 14, 1988
- Principal office
- 51 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, 10010
- Phone
- (888) 695-3245
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $32.04B
- Discretionary AUM
- $1.70B
- Non-discretionary AUM
- $30.35B
- Discretionary accounts
- 3,495
- Non-discretionary accounts
- 130,405
- Total accounts
- 133,900
- AUM per client
- $239K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 892 | $731.0M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 286 | $60.9M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 27,125 | $14.15B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 105,597 | $17.10B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11F
- Q11A1
- Q11A2
- Q11B1
- Q11B2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
- Q11H1A
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2,804 | 3,190 | increased by386 |
| Apr 1, 2026 | Clients | 111,361 | 133,900 | increased by22,539 |
| Apr 1, 2026 | AUM | $25,395,380,570 | $32,040,850,438 | increased by$6,645,469,868 |
| Apr 1, 2026 | Accounts | 111,361 | 133,900 | increased by22,539 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2,277 | 2,804 | increased by527 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 84,457 | 111,361 | increased by26,904 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,109,526,631 | $25,395,380,570 | increased by$7,285,853,939 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 84,457 | 111,361 | increased by26,904 |
| Apr 1, 2022 | Employees | 2,114 | 2,277 | increased by163 |
| Apr 1, 2022 | Clients | 66,451 | 84,457 | increased by18,006 |
| Apr 1, 2022 | AUM | $13,987,252,112 | $18,109,526,631 | increased by$4,122,274,519 |
| Apr 1, 2022 | Accounts | 66,451 | 84,457 | increased by18,006 |
| 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 STRATEGIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGLE STRATEGIES” 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.