Eagle Growth Investors LLC (New York)

Name: Eagle Growth Investors LLC
Address: 800 Third Avenue 27 Th Floor, New York, NY, 10022
Telephone: 212-652-4800

Eagle Growth Investors LLC is a large advisory firm based in New York. It manages $283.34 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Louisiana, and 4 other states.

Eagle Growth Investors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagle Growth Investors: assets under management

The assets under management (AUM) of Eagle Growth Investors LLC is $283.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $283.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.54 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eagle Growth Investors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eagle Growth Investors LLC

David Allan Rosenfeld has been acting as President since 1 Mar 1997. Andrew Ferris Sowers joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Allan Rosenfeld	President/ceo	1 Mar 1997	75% - 100%	4358173
Edwin Legard	Executive vice president	1 Mar 1997	Other	2229328
Philip H. Geier	Investor	1 Mar 1998	Other	4362352
Theodore Briell Smith	Investor	1 Mar 1998	Other	1609287
Paul Frank Pfeiffer	Executive vice president	1 Jul 1998	Other	4358178
Andrew Ferris Sowers	Executive vice president	1 Sep 2000	Other	431161

Based in New York

The principal office where Eagle Growth Investors LLC performs its advisory services is located at 800 Third Avenue 27 Th Floor, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-652-4800 or by fax 212-652-4820. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.eaglegrowth.com.