Green Eagle Capital LLC is a large advisory firm based in Lake Forest. It manages $166.64 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005.
Green Eagle Capital provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Green Eagle Capital LLC is $166.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 294% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Green Eagle Capital LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Glenn Thomas Migliozzi has served as the Chief Investment Officer since 1 Jul 2004. Matthew Stephen Hardin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Green Eagle Capital LLC performs its advisory services is located at 250 East Illinois Road, Lake Forest, IL 60045, 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 847-482-1100 or by fax 847-482-1105. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.