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SEC-registered firm

Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.

Eagle's View Capital Management LLC

New York, NY

CRD 160494

Firm filing updated March 27, 2026 ·

  • $860.5MAssets
  • 5Advisory staff
  • 28Accounts

Fees and minimums

All fee types on the form
  • Percentage of assets under managementYes
  • Performance-based feesYes
  • Hourly chargesNo
  • Fixed feesNo
  • Subscription fees (for a newsletter or periodical)No
  • CommissionsNo
  • OtherNo

Who the firm serves

See the client table
Clients by type
Client typeApproximate number of clientsAssets
High net worth individuals9$51.8 million
Pooled investment vehicles (other than investment companies and business development companies)7$724.7 million
Charitable organizationsFewer than 5 clients$676,211
Corporations or other businesses not listed above11$83.4 million
What the client labels mean

Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.

Services

  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisors (including private fund managers)
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisors (including private fund managers)

Assets and accounts

  • Regulatory assets$860.5 million
  • Accounts28
  • Discretionary$724.7 million · 7 accounts
  • Non-discretionary$135.8 million · 21 accounts

People

  • Employees10
  • Advisory staff5
  • Broker-dealer reps1
  • Licensed insurance agents0
Registration details
  • SEC-registered investment advisor. CRD 160494, SEC file 801-73376.
  • Registered with the SEC as an investment advisor (status date on record: February 29, 2012).

Is Eagle's View Capital Management LLC a fiduciary?

Short answer: Eagle's View Capital Management LLC is registered with the SEC as an investment advisor.

More detail

Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.

The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'

Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.

The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

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