E
CRD: 116482
Eddie Haggar Capital MGT, Inc.
Santa FE, NM
5059928530
$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2003
- Office Locations
- 1
Office Locations
125 Lincoln AV Suite 400 Wells Fargo Plaza Santa FE NM
About Eddie Haggar Capital MGT, Inc.
Eddie Haggar Capital MGT, Inc. is a Santa FE-based RIA. The firm has been operating for 22 years. Managing $14.0M in total assets under management, with 1 advisory representatives. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Pioneer
Client Personas
Peak momentum
Services
Momentum meridian
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
E
EDMOND R HAGGAR Jr
President, Principal
- CRD
- #3069564
(209) 963-2058
frontier.catalyst@vertexcapital.com
in linkedin.com/in/alpha-harbor
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
Other:
12.7% Equity - OTC:
15.8% Cash:
4.8% Corporate - Investment Grade:
15.5% Municipal Bonds:
14.6% U.S. Government/Agency:
6.0% Corporate - Non-Investment Grade:
15.7% Equity - Exchange:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $666,180,965 | 12.7% |
| Equity - OTC | $828,792,066 | 15.8% |
| Cash | $251,784,932 | 4.8% |
| Corporate - Investment Grade | $813,055,508 | 15.5% |
| Municipal Bonds | $765,845,833 | 14.6% |
| U.S. Government/Agency | $314,731,164 | 6.0% |
| Corporate - Non-Investment Grade | $823,546,547 | 15.7% |
| Equity - Exchange | $781,582,392 | 14.9% |
| Total | $5,245,519,407 | 100.0% |