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Eagle Harbor Asset Management Inc

● SEC registered since 2021CRD 108089SEC# 801-121335
Export (members)
Reg. AUM
$139.6M
Employees
3
Accounts
188
Location

Eagle Harbor Asset Management Inc assets under management

Eagle Harbor Asset Management Inc is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $139.6 million in regulatory assets under management and employs 3 people.

Eagle Harbor Asset Management Inc owners & executives

2 reported
NameTitleOwnershipSince
Andrew Patrick Loechl ControlPresidentOver 75%2009
Brian Richard McAuley ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Eagle Harbor Asset Management Inc manage?

Eagle Harbor Asset Management Inc reports $139.6 million in regulatory assets under management on its Form ADV.

How many employees does Eagle Harbor Asset Management Inc have?

Eagle Harbor Asset Management Inc reports 3 employees.

Does Eagle Harbor Asset Management Inc disclose fund performance?

Eagle Harbor Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone206-300-1423
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.6M
Non-discretionary$0
Total (RAUM)$139.6M