Eagleclaw Capital Management LLC (Boston)

Name: Eagleclaw Capital Management LLC
Address: One Federal Street, Boston, MA, 02110
Telephone: 617-426-0417

Eagleclaw Capital Management LLC is a large advisory firm based in Boston. It manages $301.66 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, Massachusetts, and 3 other states.

Eagleclaw Capital Management provides financial planning services, portfolio management for individuals and small businesses, 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.

Eagleclaw Capital Management: assets under management

The assets under management (AUM) of Eagleclaw Capital Management LLC is $301.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 239% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $301.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.52 million each.

Eagleclaw Capital Management has custody of $2.56 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 76% of the total AUM. The second-largest asset type is investment and business development companies, which make up 10% of the firm’s portfolio. Investments in state and local bonds form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eagleclaw Capital Management 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.

What kind of clients Eagleclaw Capital Management serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Eagleclaw Capital Management is high net worth individuals with 53 clients and $169.9 million of assets under management. Among the 8 most similar advisory firms, Eagleclaw Capital Management has the 4th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $301.66 million for 199 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Eagleclaw Capital Management doesn't advise any private funds.

Careers at Eagleclaw Capital Management LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Warren Donahue	Member	1 Jan 2005	75% - 100%	1787234
Robert Perle Crowell	Chief compliance officer	1 Feb 2005	Other	1885330
Michael Christopher Hildreth	Chief compliance officer	1 Aug 2006	Other	2386839
Thomas Tho Generazio	Chief compliance officer	1 Jan 2014	Other	4670078
Katherine Rose Kelliher	Chief compliance officer	1 Aug 2018	Other	4146307

Based in Boston

The principal office where Eagleclaw Capital Management LLC performs its advisory services is located at One Federal Street, Boston, MA 02110, 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 617-426-0417 or by fax 617-812-6366. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at eagleclawcapital.com/.