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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- NorthBeacon glacier
- Established Date
- 08-25-2022
- Office Locations
- 1
Office Locations
About Double Eagle Partners, LLC
Double Eagle Partners is a fee-only RIA providing “Concierge Asset Management” for families, customizing portfolios to each client’s objectives, risk profile, and long-term goals rather than using a one-size model. The firm emphasizes close, ongoing communication and fiduciary advice without commissions. Client assets are custodied at Charles Schwab & Co., which also expands access to investment tools and opportunities typically available to larger RIAs.
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Owner & Executives
FRANCIS JAMES CLAIRE Jr.
Managing Partner
- CRD
- #1147758
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,060,979 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,060,979 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,060,979
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,832,252,427 | 44.1% |
| Equity - Exchange | $3,189,198,732 | 36.7% |
| Corporate - Investment Grade | $1,668,463,641 | 19.2% |
| Total | $8,689,914,800 | 100.0% |