PPrivate Fund Data Log in Join · $37/mo

Eaton-Cambridge Inc.

● SEC registered since 2019CRD 116798SEC# 801-116885Phoenix, AZ
Export (members)
Reg. AUM
$392.2M
Employees
10
Accounts
967
Location
Phoenix, AZ

Eaton-Cambridge Inc. assets under management

Eaton-Cambridge Inc. operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2019. It reports $392.2 million in regulatory assets under management and employs 10 people.
www.eatoncambridge.comView on SEC.gov ↗

Eaton-Cambridge Inc. owners & executives

3 reported
NameTitleOwnershipSince
Marc T Giannone ControlPartner And Chief Compliance Officer50-75%2015
Robert Ralph Korljan ControlPartner10-25%1999
Shawna StapletonTax Partner10-25%2023

Frequently asked questions

How much does Eaton-Cambridge Inc. manage?

Eaton-Cambridge Inc. reports $392.2 million in regulatory assets under management on its Form ADV.

How many employees does Eaton-Cambridge Inc. have?

Eaton-Cambridge Inc. reports 10 employees.

Where is Eaton-Cambridge Inc. located?

Eaton-Cambridge Inc. is based in Phoenix, AZ and has been SEC-registered since 2019.

Does Eaton-Cambridge Inc. disclose fund performance?

Eaton-Cambridge Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5090 N. 40th Street Suite 205, Phoenix, AZ 85018
Phone(480) 385-7399
Fax(480) 522-3837
Office hours8:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$392.2M
Non-discretionary$0
Total (RAUM)$392.2M