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Eaglewood Capital Management LLC (New York)


Eaglewood Capital Management LLC is a large advisory firm based in New York. It manages $2.11 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Eaglewood Capital Management provides portfolio management for individuals and small businesses, 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.

Eaglewood Capital Management: assets under management

The assets under management (AUM) of Eaglewood Capital Management LLC is $2.11 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 9316% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.11 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eaglewood Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mw Partners (Gp) Limited Partner 1 Jul 2011 Other foreign
Ian Gerald Wace Partner 1 Jul 2011 25% - 50% 1726373
Paul R Marshall Partner 1 Jul 2011 25% - 50% 5060093
Marshall Wace Holdings Limited Shareholder 1 Oct 2013 75% - 100% foreign
Mw Partners Lp Shareholder 1 Mar 2014 75% - 100% foreign
Mw Eaglewood Management Limited Member 1 Apr 2014 75% - 100% foreign
Mw Eaglewood Ltd Shareholder 1 Oct 2015 75% - 100% foreign
Mw Eaglewood Group Lp Shareholder 1 Oct 2015 75% - 100% foreign
Mw Eaglewood Group (Gp) Ltd General partner 1 Oct 2015 Other foreign
Mw Group Lp Limited partner 1 Oct 2015 75% - 100% foreign
Mw Group (Gp) Ltd General partner 1 Oct 2015 Other foreign

Based in New York

The principal office where Eaglewood Capital Management LLC performs its advisory services is located at 350 Park Avenue, New York, NY 10022, 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 212-729-4688 or by fax 212-358-2574. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at eaglewoodcapital.com.


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