AdvisorCensus / Financial advisors / Massachusetts / Boston / Eagleclaw Capital Management LLC
Eagleclaw Capital Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.
Quick answers
From the filingHow is Eagleclaw Capital Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Eagleclaw Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Eagleclaw Capital Management LLC located?
Eagleclaw Capital Management LLC's principal office is in Boston, MA, according to its Form ADV.
Is Eagleclaw Capital Management LLC registered with the SEC or a state?
Eagleclaw Capital Management LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134045.
How much does Eagleclaw Capital Management LLC manage?
Eagleclaw Capital Management LLC reports $896,231,596 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).
How have Eagleclaw Capital Management LLC's assets and staff changed since 2021?
In the Form ADV data for Eagleclaw Capital Management LLC: Regulatory assets under management: $491,058,430 in the October 2021 data and $896,231,596 in the October 2026 data, up 83%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Eagleclaw Capital Management LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (258); individuals (other than high net worth individuals) (54); charitable organizations (8).
Does Eagleclaw Capital Management LLC report any disciplinary disclosures?
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/134045
Does Eagleclaw Capital Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated September 26, 2025 says: "Generally, EagleClaw maintains a relationship minimum of $350,000.00 per client household. In situations where the relationship minimum declines below this amount, EagleClaw reserves the right to terminate the PAS agreement."
What changed in Eagleclaw Capital Management LLC's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $803,279,126 to $896,231,596 (+12%). Registered or notice-filed in IL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $350,000
The brochure's wording
Generally, EagleClaw maintains a relationship minimum of $350,000.00 per client household. In situations where the relationship minimum declines below this amount, EagleClaw reserves the right to terminate the PAS agreement.
As stated in the firm's Form ADV Part 2A brochure dated September 26, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$896,231,596 as of October 2026, filing dated September 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2005 (21 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $896,231,596 | 5 | September 29, 2026 |
| October 2025 | $665,602,472 | 3 | September 27, 2024 |
| October 2024 | $665,602,472 | 3 | September 27, 2024 |
| October 2023 | $540,090,877 | 3 | September 28, 2023 |
| October 2022 | $464,750,155 | 3 | September 27, 2022 |
| October 2021 | $491,058,430 | 3 | September 30, 2021 |
Regulatory assets under management: $491,058,430 in the October 2021 data and $896,231,596 in the October 2026 data, up 83%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $803,279,126 to $896,231,596 (+12%).
- Registered or notice-filed in IL.
- December 2025
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $665,602,472 to $803,279,126 (+21%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Eagleclaw Capital Management LLC (CRD 134045): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/eagleclaw-capital-management-llc-boston-ma-134045