Investment adviser · CRD 110826

EAGLE STRATEGIES LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jul 31, 2026

Regulatory AUM: $32B
Client accounts: 133,900
Employees: 3,190
Advisory professionals: 2,463

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	105,597	$17,099,160,683	53.4%
High-net-worth individuals	27,125	$14,149,724,414	44.2%
Corporations & businesses	892	$731,029,593	2.3%
Charities	286	$60,935,748	0.2%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2123354 · Jul 31, 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

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: Jul 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

51 MADISON AVENUE, 12TH FLOOR
NEW YORK, NY, 10010, United States

CRD 110826

Filing source

Form ADV 2123354 · Jul 31, 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.