Eagle Strategies is an investment advisor in New York with $16.67 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
135582869
SEC advisor number
801-32987
FINRA CRD number
110826
AUM ?
$16.67 bn
(as of 22 May 23)
Accounts
87,580
(as of 22 May 23)
Employees
2,392
(1885 investment advisory or research)
Office hours
Monday - Friday, 9:00AM - 6:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nylife LLC | Member | 07/1988 | > 75% |
New York Life Insurance Company | Indirect Manager | 07/1988 | > 75% |
Gardner, Robert, Michael | Elected Manager | 01/2013 | < 5% |
Loftus, Patricia, Elizabeth | Corporate Vice President & Chief Financial Officer | 06/2014 | < 5% |
Duarte, Deborah, Lynn | Elected Manager | 06/2015 | < 5% |
Ascione, Mitchell, Pary | Vice President and Chief Operating Officer | 04/2016 | < 5% |
Webster, Gregory, Harold | President & Chief Executive Officer | 04/2016 | < 5% |
Weinstein, Scott, William | Vice President & Chief Compliance Officer | 03/2018 | < 5% |
Huang, Dylan, Wei | Chairman | 06/2021 | < 5% |
Baliga, Naman | Elected Manager | 08/2022 | < 5% |
Tillotson, Sandra | Elected Manager | 08/2022 | < 5% |
McDonnell, Michael, Kelly | Senior Vice President and Chief Legal Officer | 01/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22