← Directory
EAGLE STRATEGIES LLC
CRD 110826File 801-32987
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.