Eagle Harbor Asset Management Inc
● SEC registered since 2021CRD 108089SEC# 801-121335
Reg. AUM
$160.9M
Employees
3
Accounts
203
Location
—
Eagle Harbor Asset Management Inc assets under management
Eagle Harbor Asset Management Inc is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $160.9 million in regulatory assets under management and employs 3 people.
Eagle Harbor Asset Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Patrick Loechl Control | President | Over 75% | 2009 |
| Brian Richard McAuley Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Eagle Harbor Asset Management Inc manage?
Eagle Harbor Asset Management Inc reports $160.9 million in regulatory assets under management on its Form ADV.
How many employees does Eagle Harbor Asset Management Inc have?
Eagle Harbor Asset Management Inc reports 3 employees.
Does Eagle Harbor Asset Management Inc disclose fund performance?
Eagle Harbor Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 206-300-1423 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.9M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$160.9Mregulatory AUM
Discretionary $160.9M