SEC-Registered Investment Adviser
Eagle Global Advisors LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 4, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- November 14, 1996
- Principal office
- 1330 Post Oak Boulevard, Suite 3000, Houston, TX 77056
- Organized as
- Limited Liability Company, TX
- Fiscal year end
- December
- Other offices
- 2
Scale
- Regulatory AUM
- $3.1B
- Accounts
- 366
- Clients
- 9
- Employees
- 24, 11 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $421.4M
- Fund types
- 3 hedge funds
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (336); investment companies (5); pooled investment vehicles (3); pension and profit sharing plans (6); charitable organizations (16)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 4, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.