Eagle Talon Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,000,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
4
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$1,500,000
About
Eagle Talon Partners is a small, event‑focused investment manager that manages separately managed accounts for a very limited client base, including high‑net‑worth individuals, family offices, and institutional investors. The firm offers tailored discretionary portfolio management and plans to offer a limited partnership vehicle for accredited investors and institutions.
The firm combines fundamental and systematic (quantamental) analysis to invest globally in equities, associated derivatives, ETFs and options across four defined strategies (G‑Leadership, G‑Thematic, G‑Credit and Quantamental Event). Investment decisions are centralized and the firm typically implements concentrated, event‑driven positions and hedges, with performance‑based compensation arrangements (subject to a high‑water mark) that can create side‑by‑side allocation considerations.
What is notable for a firm of this size is its institutional client mix and fee practices: the brochure indicates relationships with unconventional client types for a small RIA — including sovereign wealth funds, banks or thrifts, state or municipal entities, insurance companies and other investment advisers — and the routine use of performance‑based fees and bespoke side agreements. The firm also highlights co‑investment opportunities on select strategies and the use of ETFs and soft‑dollar research arrangements as part of its implementation toolkit.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Passive / index investing
Occupation focus
Executive
Fee options
Performance fees of 10%-20% depending on strategy, paid quarterly with high-water mark applied
Account minimum: $1,000,000 for institutions, $250,000 for individuals (negotiable at firm's discretion)
Main office location
Eagle Talon Partners
4851 Tamiami Tr. N., Suite 200
Naples FL 34103, United States
Number of offices
1
Most active in
Eagle Talon Partners has reported serving >5 clients in these states in the last 12 months.
Florida · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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