Eagle Capital Management, LLC

Retirement Plan Advisor

New York, NY

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).

PlanSponsorAssetsParticipants
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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