LP Profile

Eagle Strategies

Wealth ManagerNew York, United States
$32.0B
Assets Under Management
New York
Headquarters
Investment Focus

About Eagle Strategies

Eagle Strategies LLC (Eagle) is a wealth manager and an investment adviser registered with the Securities and Exchange Commission, with notice filings made to the appropriate state securities authorities. Registration with the SEC does not imply any level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. It is neither a broker-dealer nor an insurance company, and it offers no insurance products or brokerage services.

Preferred Investment Types

Growth CapitalLong-Term InvestmentsShort-Term Investments

Preferred Sectors & Themes

Business & Administrative ServicesCorporate Finance ConsultingDiversified Finance ConsultingInsurance Products & ServicesInvestment Banking & BrokerageInvestment ManagementMulti-Asset InvestingReal AssetsRetirement PlanningWealth & Estate PlanningCommercial & Professional ServicesProfessional Business ServicesFinanceFinancial ServicesInsurance ServicesBankingTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Eagle Strategies from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$32.0B
Total Clients
133,900
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Eagle Strategies?

Eagle Strategies is a wealth manager based in New York, United States, managing approximately $32.0B in assets.

Where is Eagle Strategies headquartered?

Eagle Strategies is headquartered in New York, United States.

How much does Eagle Strategies manage?

Eagle Strategies manages approximately $32.0B in assets under management.

What does Eagle Strategies invest in?

Eagle Strategies focuses on Growth Capital, Long-Term Investments, Short-Term Investments, Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Insurance Products & Services, Investment Banking & Brokerage.

How can I contact Eagle Strategies?

Verified contact details, key decision-makers, and investment preferences for Eagle Strategies are available on LPbacked. Create a free account to access them.