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Data / Investment advisers / Texas / Eagle Global Advisors LLC

Eagle Global Advisors LLC, Houston, TX: $3.1 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Eagle Global Advisors LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $3.1 billion in regulatory assets under management in its Form ADV filed September 4, 2026. Its clients include individuals, investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.

The request: Watch Eagle Global Advisors LLC (CRD number 107306): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
107306
SEC file number
801-53294
SEC status
Approved, effective November 14, 1996
Main office
1330 Post Oak Boulevard Suite 3000, Houston, TX 77056
Phone
(713) 952-3550
Regulatory AUM
$3,099,764,577 in the Form ADV filed September 4, 2026
Discretionary AUM
$3,099,764,577
Accounts
366
Employees
24, of which 11 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Private funds
3: 3 hedge funds
Gross assets of private funds
$421,449,667
Other offices
2
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
September 4, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Individuals (other than high net worth individuals)336$1.79 billion
Investment companies5$631.2 million
Pooled investment vehicles3$421.4 million
Charitable organizations16$153.9 million
Pension and profit sharing plans6$103.4 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$3.10 billionMarch 28, 2026
December 1, 2025$2.46 billionAugust 26, 2025

Other advisers in Houston

AdviserCityAUMPrivate fundsSource
Marble Capital LPHouston$3.35 billion2adviserinfo.sec.gov
Ridgewood Energy CorporationHouston$3.28 billion4adviserinfo.sec.gov
Chilton Capital Management LLCHouston$3.23 billionNot listedadviserinfo.sec.gov
Trust Asset Management LLCHouston$3.21 billion5adviserinfo.sec.gov
Ka Fund Advisors, LLCHouston$3.19 billionNot listedadviserinfo.sec.gov
Pan Capital Management LPHouston$3.08 billion11adviserinfo.sec.gov
Paul Comstock PartnersHouston$2.80 billionNot listedadviserinfo.sec.gov
Sunbelt SecuritiesHouston$2.64 billionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.