Eagle Equity Strategies LLC (Princeton)

Eagle Equity Strategies LLC is a related adviser based in Princeton. It manages $34.9 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015.

Eagle Equity Strategies provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Equity Strategies: assets under management

The assets under management (AUM) of Eagle Equity Strategies LLC is $34.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.45 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eagle Equity Strategies LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eagle Equity Strategies LLC

Menachem Sternberg has been acting as President since 1 Feb 2011. Eagle Trading Systems Inc. joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eagle Trading Systems Inc.	Managing member	1 Feb 2011	75% - 100%	150676
Gil Sternberg	President & member of the registrant	1 Feb 2011	Other	5678093
Eileen Mcfarlane Kovacs	Chief financial officer, co-chief operating officer	1 Feb 2011	Other	5678092
Michael Scott Emanuel	Chief compliance officer, co-chief operating officer	1 Feb 2011	Other	4608068
Farzine Hachemian	Chief executive officer	1 Feb 2011	Other	3121998
Eileen Rebele	Chief financial officer, co-chief operating officer	1 Feb 2011	Other	5678092
Farzine Cyrus Hachemian	Chief executive officer	1 Feb 2011	Other	3121998
Menachem Sternberg	President	1 Feb 2011	Other	1724630

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Liora Sternberg	Shareholder	1 May 1993	50% - 75%	2367220
Menachem Sternberg	Shareholder	1 Jan 1997	50% - 75%	1724630

Based in Princeton

The principal office where Eagle Equity Strategies LLC performs its advisory services is located at 47 Hulfish St., Princeton, NJ 08542, 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 609-688-2060 or by fax 609-688-2099. The normal business hours are 8am-5pm on Monday - Friday.