Investment adviser · CRD 110649

EAGLE BOSTON INVESTMENT MANAGMENT, INC.

Investment adviser filing (IA)

EAGLE BOSTON INVESTMENT MANAGEMENT, INC.

ST PETERSBURG, FL, United States · Form ADV filed Apr 10, 2019

Regulatory AUM
$1.05B
Form ADV · Item 5.F
Client accounts
40
Accounts, not individual clients
Employees
24
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans6$836,316,46379.8%
Pooled investment vehicles2$149,881,30614.3%
Charities6$40,968,2473.9%
Individuals23$15,198,2051.5%
Corporations & businesses1$5,239,3420.5%
Filing source

Form ADV 1309184 · Apr 10, 2019 · 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

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 10, 2019. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

880 CARILLON PARKWAY
ST PETERSBURG, FL, 33716, United States

CRD 110649

Filing source

Form ADV 1309184 · Apr 10, 2019 · 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.