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Eaglevale Partners LP (New York)


Eaglevale Partners LP is a large advisory firm based in New York. It manages $326.37 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

Eaglevale Partners provides 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.

Eaglevale Partners: assets under management

The assets under management (AUM) of Eaglevale Partners LP is $326.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 394% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $326.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.79 million each.
Eaglevale Partners has custody of $50.4 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eaglevale Partners LP for their services and products based on a percentage of assets under management 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.

Based in New York

The principal office where Eaglevale Partners LP performs its advisory services is located at 1330 Avenue Of The Americas, New York, NY 10019, 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 212-621-4500 or by fax 212-621-4548. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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