About Eagle Capital Management, LLC
<p>Founded in 1988 and fully employee-owned, Eagle Capital Management, LLC runs a long-term, value-focused investment program from its headquarters in New York City. The firm has 97 employees and also has offices in Mandeville and Lafayette in the greater New Orleans and Acadiana regions of Louisiana.</p> <p>Eagle Capital follows a fundamental, bottom-up research process built around high-conviction ideas, detailed due diligence, and an emphasis on long-duration holdings. The goal is attractive absolute returns over full market cycles, rather than short-term trading results.</p> <p>As a fiduciary <a href="/plan-advisors">plan advisor</a>, Eagle Capital works with a wide mix of clients, including high-net-worth individuals, pooled vehicles, businesses, institutions, charitable organizations, governmental entities, and pension and profit-sharing plans. It also provides 3(21) investment advice for retirement plans.</p> <p>As of 2026, Eagle Capital reports $31.2B in assets under management. One point that sets the firm apart is its 100% employee ownership, which keeps investment decision-making and incentives in-house.</p> <ul> <li>Investment advisor founded in 1988</li> <li>Headquartered in New York City with offices in Louisiana (Mandeville and Lafayette)</li> <li>Fundamental, bottom-up, high-conviction value approach</li> <li>3(21) retirement plan investment advice</li> <li>$31.2B AUM (2026)</li> </ul>
Website: https://www.eaglecap.com/
Founded: 1988
Employees: 97
Office Locations
- New York, NY (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $31.2B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UBS 401(K) PLAN TRUST | UBS AG, NJ | $10.2B | 24,260 |
| THE CITIGROUP PENSION PLAN | CITIGROUP INC., CT | $9.8B | 14,217 |
| DESERET MUTUAL MASTER RETIREMENT PLAN | DESERET MUTUAL BENEFIT ADMINISTRATORS, UT | $7.0B | 9,784 |
| NXP 401(K) RETIREMENT PLAN | NXP USA, INC., TX | $3.7B | 4,779 |
| CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA | BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CAL, CA | $3.7B | 25,831 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $3.1B | 19,513 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $2.7B | 26,078 |
| 401(k) Retirement Plan | Professional Services Sponsor, GA | $2.3B | 5,733 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $1.8B | 5,885 |
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