# Eagletree Capital, LP

> Eagletree Capital, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 281137
- Filed as: EAGLETREE CAPITAL, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281137
- AdvisorCensus page: https://advisorcensus.com/firm/eagletree-capital-lp-new-york-ny-281137

## Quick answers

**How is Eagletree Capital, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Eagletree Capital, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eagletree Capital, LP located?**
Eagletree Capital, LP's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Eagletree Capital, LP registered with the SEC or a state?**
Eagletree Capital, LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281137.

**How much does Eagletree Capital, LP manage?**
Eagletree Capital, LP reports $4,391,356,042 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Eagletree Capital, LP's assets and staff changed since 2021?**
In the Form ADV data for Eagletree Capital, LP: Regulatory assets under management: $4,826,240,367 in the October 2021 data and $4,391,356,042 in the October 2026 data, down 9%. Total employees: 32 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagletree Capital, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30).

**Does Eagletree Capital, LP 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/281137

**What changed in Eagletree Capital, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 29 to 27.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,391,356,042
- Discretionary: $4,391,356,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $4,391,356,042 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 41 total, 27 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Rye Brook, NY

### Websites listed on Form ADV (Item 1.I)
- eagletree.com
- LinkedIn @eagletree-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,826,240,367 | 32 | March 30, 2021 |
| October 2022 | $4,136,068,985 | 34 | March 30, 2022 |
| October 2023 | $5,617,231,088 | 37 | March 30, 2023 |
| October 2024 | $5,304,185,183 | 39 | March 28, 2024 |
| October 2025 | $4,827,767,848 | 42 | March 28, 2025 |
| October 2026 | $4,391,356,042 | 41 | March 27, 2026 |

Regulatory assets under management: $4,826,240,367 in the October 2021 data and $4,391,356,042 in the October 2026 data, down 9%.
Total employees: 32 in October 2021 and 41 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 29 to 27.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagletree Capital, LP (CRD 281137): Form ADV filing data as of October 2026.