Eagle Point Capital LLC

Matthew Franz is a financial advisor at Eagle Point Capital LLC in Chicago, IL, holding a Series 65 credential with 11 years of industry experience. He has worked at Eagle Point Capital LLC since 2017 and also serves as a principal and partial owner of Eagle Point Capital Funds, LLC, where he advises on major strategic decisions. Prior to joining Eagle Point, he held roles at Aegea Capital Management and Kkm Financial, LLC. Eagle Point Capital provides discretionary investment management primarily to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs a concentrated, largely unconstrained long-equity strategy focused on fundamental research to identify discrepancies between market and intrinsic value, managing accounts with generally low turnover and offering a proprietary model portfolio.

Andrew Hakim is a financial advisor with Eagle Point Capital LLC in Grand Rapids, MI. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Blackford Capital and AT Karney. Hakim is also a principal at Eagle Point Capital Funds LLC. Eagle Point Capital provides discretionary investment management to individuals, high-net-worth clients, corporations, and pooled investment vehicles, primarily through separately managed accounts. The firm employs a concentrated, largely unconstrained long-equity strategy focused on fundamental research and manages accounts to align with a proprietary model portfolio.

Daniel Shuart is a financial advisor at Eagle Point Capital LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Blackford Capital and Amway Corporation. In addition to his advisory role, he serves as a consultant to the investment committee at Lakewood Hughes, LLC, a family office focused on private business investments. Eagle Point Capital provides discretionary investment management primarily through separately managed accounts to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs a concentrated, largely unconstrained long-equity strategy based on fundamental research and manages accounts to align with a proprietary model portfolio, offering a performance fee option and acting as sub-advisor to a private fund.