{
  "crd_number": 165865,
  "slug": "eab-investment-group-llc-bala-cynwyd-pa-165865",
  "primary_business_name": "EAB INVESTMENT GROUP, LLC",
  "legal_name": "EAB INVESTMENT GROUP, LLC",
  "dbas": [
    "EASTERLY EAB"
  ],
  "city": "Bala Cynwyd",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-29",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 505976037.0,
  "raum_discretionary": 505976037.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 505976037.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "PA"
  ],
  "websites": [
    "https://eabinvestmentgroup.com",
    "https://linkedin.com/company/eab-investment"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165865",
  "city_as_filed": "BALA CYNWYD",
  "url": "https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865",
  "display_name": "EAB Investment Group, LLC",
  "summary": "EAB Investment Group, LLC is an SEC-registered investment advisory firm in Bala Cynwyd, PA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. EAB Investment Group, LLC (CRD 165865): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is EAB Investment Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), EAB Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is EAB Investment Group, LLC located?",
      "a": "EAB Investment Group, LLC's principal office is in Bala Cynwyd, PA, according to its Form ADV."
    },
    {
      "q": "Is EAB Investment Group, LLC registered with the SEC or a state?",
      "a": "EAB Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 165865."
    },
    {
      "q": "How much does EAB Investment Group, LLC manage?",
      "a": "EAB Investment Group, LLC reports $505,976,037 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have EAB Investment Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for EAB Investment Group, LLC: Regulatory assets under management: $78,168,490 in the October 2021 data and $505,976,037 in the October 2026 data, up 547%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does EAB Investment Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does EAB Investment Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165865"
    },
    {
      "q": "Does EAB Investment Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"The minimum investment for a client of the Advisor is $2,000,000. Such minimums may be waived or reduced in the discretion of the Advisor.\""
    },
    {
      "q": "What changed in EAB Investment Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $219,602,003 to $505,976,037 (+130%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 78168490.0,
      "total_employees": 5,
      "filing_date": "2021-03-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 76408265.0,
      "total_employees": 5,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 85934233.0,
      "total_employees": 4,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 136090498.0,
      "total_employees": 4,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 219602003.0,
      "total_employees": 4,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 505976037.0,
      "total_employees": 4,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $219,602,003 to $505,976,037 (+130%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum investment for a client of the Advisor is $2,000,000. Such minimums may be waived or reduced in the discretion of the Advisor."
        ]
      }
    ],
    "quotes": [
      "The minimum investment for a client of the Advisor is $2,000,000. Such minimums may be waived or reduced in the discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 505976037.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165865",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}