A complete list of active advisors currently associated with Eagle Equity Holdings, LLC

Warmer can help you find a great advisor at Eagle Equity Holdings, LLC or one who fits your needs even better.

Eagle Equity Holdings is a small, discretionary investment manager that provides portfolio management primarily through pooled vehicles and strategies for qualified investors rather than broad retail advisory services. The firm offers two named strategy portfolios — Emerging Opportunities and Low Carbon Plus — and reported managing less than $1 million in discretionary client assets as of March 2024. The firm pursues capital appreciation with concentrated, energy‑oriented strategies and employs a mix of fundamental, technical and economic analysis. Like many managers, it charges asset-based advisory fees, but it also uses performance‑based fee arrangements for qualified investors and generally executes trading discretion on behalf of accounts. Eagle Equity’s registration as a Commodity Trading Adviser and as an exempt Commodity Pool Operator with the NFA is a notable distinction for a state‑registered investment manager and aligns with its use of commodities, options and other derivative or leveraged instruments. The firm is operated by a small two‑person management team, custodians client assets at Interactive Brokers, and one senior manager maintains a full‑time industry role in the clean energy sector, factors that distinguish its staffing, affiliations and operational scale from many peers.

To learn more about the advisors currently working at Eagle Equity Holdings, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.