Eagle Realty Capital Partners, LLC (Cincinnati)

Eagle Realty Capital Partners, LLC is a related adviser based in Cincinnati. It manages $1.02 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Ohio.

Eagle Realty Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagle Realty Capital Partners: assets under management

The assets under management (AUM) of Eagle Realty Capital Partners, LLC is $1.02 million. The company doesn't manage any assets belonging to foreign clients.

Eagle Realty Capital Partners has custody of $1.02 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eagle Realty Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Lewis Walker serves?

The only and largest group of clients of Robert Lewis Walker is pooled investment vehicles with 2 clients and $1.02 million of assets under management. Among the 3 most similar advisory firms, Eagle Realty Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.02 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Eagle Realty Capital Partners also advises several private funds. Namely, two real estate funds.

Careers at Eagle Realty Capital Partners, LLC

The company employs 20 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Robert Lewis Walker has been acting as President since 1 Feb 2016. Mario Joseph San Marco joined the executive team most recently as the Director, Elected Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Niel Barnett	Secretary	1 Feb 2016	Other	6615244
John Finn Barrett	Director, elected manager	1 Feb 2016	Other	2066172
James Norman Clark	Director, elected manager	1 Feb 2016	Other	2185377
Llc Eagle Realty Group	Parent company	1 Feb 2016	75% - 100%	06-1804434
Daniel Roger Larsen	Vice president	1 Feb 2016	Other	6284043
James Joseph Vance	Vice president & treasurer	1 Feb 2016	Other	3235324
Donald Joseph Wuebbling	Director, elected manager	1 Feb 2016	Other	473438
Thomas Martin Stapleton	Senior vice president	1 Feb 2016	Other	6615978
Mario Joseph San Marco	President, director, elected manager	1 Feb 2016	Other	6617700
Kara Elizabeth Busener	Chief compliance officer	1 Feb 2016	Other	6611505
Daniel R Larsen	Vice president	1 Feb 2016	Other	6284043
Mario San Marco	President & director	1 Feb 2016	Other	6617700
Robert Lewis Walker	Director	1 Feb 2016	Other	1137614
Jonathan David Niemeyer	Director, elected manager	1 Apr 2016	Other	5863603
Leslie Ann Green	Chief compliance officer	1 Sep 2017	Other	5803692
Mario Joseph San Marco	Director, elected manager	1 Dec 2017	Other	6617700
Thomas Martin Stapleton	President, director, elected manager	1 Dec 2017	Other	6615978

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Western & Southern Mutual Holding Company	Parent company	1 Sep 2000	75% - 100%	31-1732405
Inc. Western & Southern Financial Group	Parent company	1 Sep 2000	75% - 100%	31-1732404
The Western & Southern Life Insurance Company	Parent company	1 Dec 2006	75% - 100%	31-0487145
Llc Western & Southern Investment Holdings	Parent company	1 Dec 2006	75% - 100%	06-1804434

Based in Cincinnati

The principal office where Eagle Realty Capital Partners, LLC performs its advisory services is located at 421 East Fourth Street, Cincinnati, OH 45202 4220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-361-7700 or by fax 513-361-7701. The normal business hours are 8:00am - 5:00pm on Monday - Friday.