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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Matrix glacierEmber element
- Established Date
- 01-29-2019
- Office Locations
- 3
Office Locations
About Eagle Point Capital LLC
Eagle Point Capital LLC is a Chicago-based RIA serving retail and institutional clients, including business owners and entrepreneurs. The firm provides financial planning, insurance guidance, and portfolio construction using a long-term, margin-of-safety, business-owner approach focused on avoiding permanent capital loss and improving after-tax purchasing power. SMA implementation is predominantly ETF-based (Interactive Brokers).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW PATRICK FRANZ
Chief Compliance Officer, Principal
- CRD
- #5951319
- Ownership
- 50% but less than 75%
Daniel Harrison Shuart
Managing Principal, PRINCIPAL
- CRD
- #7142336
- Ownership
- 50% but less than 75%
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Andrew Curtis Hakim
Principal
- CRD
- #7975219
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,534,747 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,534,747 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,853,421
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,202,531,945 | 53.3% |
| Cash | $1,929,798,159 | 46.7% |
| Total | $4,132,330,104 | 100.0% |