Eagle Realty Capital Partners, LLC is a related adviser based in Cincinnati. It manages $1.02 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Ohio.
Eagle Realty Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eagle Realty Capital Partners, LLC is $1.02 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eagle Realty Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.
The only and largest group of clients of Robert Lewis Walker is pooled investment vehicles with 2 clients and $1.02 million of assets under management. Among the 3 most similar advisory firms, Eagle Realty Capital Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.02 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Eagle Realty Capital Partners also advises several private funds. Namely, two real estate funds.
The company employs 20 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Lewis Walker has been acting as President since 1 Feb 2016. Mario Joseph San Marco joined the executive team most recently as the Director, Elected Manager.
The principal office where Eagle Realty Capital Partners, LLC performs its advisory services is located at 421 East Fourth Street, Cincinnati, OH 45202 4220, 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 513-361-7700 or by fax 513-361-7701. The normal business hours are 8:00am - 5:00pm on Monday - Friday.