Investment adviser · CRD 110653
EAGLE ASSET MANAGEMENT INC
Investment adviser filing (IA)
ST. PETERSBURG, FL, United States · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $60.7B Form ADV · Item 5.F
- Client accounts
- 79,272 Accounts, not individual clients
- Employees
- 77 Reported in this filing
- Advisory professionals
- 44 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 50,629 | $28,265,062,302 | 46.6% |
| Individuals | 21,795 | $13,539,056,940 | 22.3% |
| High-net-worth individuals | 6,250 | $7,260,461,479 | 12.0% |
| Investment companies | 3 | $6,830,808,174 | 11.3% |
| Pooled investment vehicles | 5 | $2,132,109,540 | 3.5% |
| Corporations & businesses | 554 | $1,399,788,422 | 2.3% |
| Government entities | 30 | $1,037,512,634 | 1.7% |
| Retirement plans | 6 | $187,961,267 | 0.3% |
Filing source
Form ADV 2107253 · Jun 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EAGLE GROWTH PARTNERS IIHedge Fund · Last reported Oct 24, 2023$47MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
JEFFERIES LLC
SEC 8-15074
RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-4811054994
- Reported beneficial owners
- 40
- Minimum commitment
- $250K
- Form D file number
- 021-110145
Form ADV 1795524 · Oct 24, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EAGLE GROWTH PARTNERS IHedge Fund · Last reported Oct 24, 2023$33.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSE COOPERS
PCAOB 238
JEFFERIES LLC
SEC 8-15074
RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-1354974779
- Reported beneficial owners
- 45
- Minimum commitment
- $250K
- Form D file number
- 021-40297
Form ADV 1795524 · Oct 24, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 2, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
780 CARILLON PKWYST. PETERSBURG, FL, 33716, United States
CRD 110653
Filing source
Form ADV 2107253 · Jun 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.