EagleTree continues to maintain policies and procedures that prohibit bribery and other illegal payments to public officials consistent with U.S. federal and state laws, and in an effort to protect our systems, networks, programs, devices and data from cyber-attacks, has implemented a robust cyber-security framework. startxref In developing this Policy, we have considered a range of guidance, including the Principles for Responsible Investment, the American Investment Counsel Guidelines for Responsible Investment and the Sustainable Development Goals. }j]ay=eVqJk;?#L2kCAyuPbv_d#tMYA!`MgNL ~Pf%e".K0?xn0Ivzz?l\!;v 7]6`;9cQnlS]c}4D8v2nk!35'x ~{`.B",G`BRb&?QSP[V=AdMX_%]B/~/O{bBWbUy'X*,:}MTzSXKp 0000016565 00000 n It's easy to open and fund your investment accounts by filling out the online application. In furtherance of this ethos and in accordance with our responsibilities to our clients and other stakeholders, EagleTree is committed to identifying and considering ESG issues, risks and opportunities associated with potential portfolio company investments and engaging with portfolio companies on these matters during our ownership. Accounts. funds operated from Hong Kong) but . Eagle Proprietary Investments Portfolio Investments, Eagle Proprietary Investments Funds, Eagle Proprietary Investments Exits EagleTree intends to engage with clients and stakeholders, from time to time, in dialogue regarding how we can manage ESG issues in a way that is consistent with their initiatives. The Company is headquartered in Covington, LA with manufacturing operations in Tuscaloosa, AL. 0000079433 00000 n Today, Lignetics is dedicated to supplying innovative products to its consumers under various brands, including Green Supreme (residential heating), Lignetics (residential heating), Bear Mountain BBQ (home grilling), Lumber Jack Grilling Pellets (home grilling), and Catalyst Pet (high performance sustainable cat litter). The partnership was formed to build a next generation B2B media platform by acquiring assets in the events and media space. 506 90 0000062789 00000 n ALMs proprietary content, insights and analyses are distributed globally, reaching nearly three million professionals and over 70% of U.S. attorneys. All rights reserved. With over $400 million under management in its funds, Eagle Private Capital makes mezzanine and private equity investments of between $2 and $15 million. 0000021515 00000 n The Company manufactures pipes, valves, hoses, pumps and other flow control products for applications that require corrosion resistant properties for end customers in chemical, utilities, water and wastewater, energy, and other diversified industrial end markets. [1]: Last . Exits to Date. The EagleTree Team has worked . An investment in the First Eagle Credit Opportunities Fund (the "Fund") involves a number of significant risks. [2]: Annually, Lignetics diverts over 2,000,000 tons of wood waste, or more than 100,000 truckloads, into renewable, sustainable, value-add consumer products. We are enthralled by turning potential into reality. Track ESG-related metrics across our portfolio companies and engage and collaborate with portfolio companies to consider recommendations from these findings. 0000079625 00000 n Incorporate detailed ESG considerations into our pre-investment decision-making process in order to better assess ESG risks and opportunities and to provide us with an initial overview of a potential portfolio companys ESG profile. This will schedule a job to export all requested 13f holdings data for this filer. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Bring our data into your CRM to create new leads and enhance your existing accounts. 13F filing from EAGLE ASSET MANAGEMENT INC, enter your We have historically focused on investing predominantly in niche-oriented hedge fund strategies that seek to exploit an edge or a structural inefficiency in the marketplace and which show little or no correlation to mainstream asset classes such as equities, fixed income, or commodities markets. Private funds are structured to qualify for one of the following exclusions from the definition of investment company: Traditional 3 (c) (1) Fund (no more than 100 beneficial owners) 3 (c) (7) Fund (limited to qualified purchasers) 3 (c) (1) Qualifying Venture Capital Fund (no more than $10M . Eagle Asset Management is not responsible for . Morningstar Institutional Equity Research. The investment team constructs the portfolio using fundamental, bottom-up research. Convene, 117 W 46th St, New York, May 23-24, 2023 ? 0000106545 00000 n containing a link to download the .zip file of the CSV file(s) you requested. EagleTree has a history of charitable giving and an active Philanthropic Committee that strives to support a number of charities from both a financial and volunteer perspective. Through our global network of partnerships and relationships, we provide investors with access to well defined and structured investment opportunities in robust markets and sectors where our experiences and know-how can build value. Eagle Asset Management is a hedge fund with 41546 clients and discretionary assets under management (AUM) of $26,997,337,070 (Form ADV from 2022-12-08). Eagle Capital Management's largest holding is Microsoft Corp. with shares held of 8,173,994. %%EOF Eagle Private Capital has raised $71.2 million for its fifth fund, according to an SEC filing. 0000007615 00000 n 2023 PitchBook. 0000088696 00000 n HTTPS://WWW.LINKEDIN.COM/COMPANY/CARILLONTOWER, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. NEW YORK--(BUSINESS WIRE)--EagleTree Capital LP announced today that it has secured a structured financing investment from affiliates of AlpInvest Partners and Alberta Teachers' Retirement Fund . 6 Countries across North America, Europe and Asia. 500,000 and its paid up capital is Rs. Overview. Get timely, institutional-grade private market research that delivers expert analysis built on an investor-first approach. A link has been emailed to you - check your inbox. Private funds are structured to reflect an arrangement between the fund's manager(s) and its investors. containing a link to download the .zip file of the CSV file(s) you requested. 0000086240 00000 n 0000086519 00000 n The company manages a number of investment strategies and Investment funds including the First Eagle Global Fund, First Eagle Overseas Fund and First Eagle Fund of America. Bowmark is a leading private equity investment firm specialising in growth companies valued at up to 300 million. [2]: The Isle of Man continues to set international financial regulation standards, with several tax agreements in place. 0 >stream More About Eagle Private Capital: Eagle Private Capital is the fund manager of the Eagle family of funds. 0000079503 00000 n Active, Closed, This describes the type of investor this organization is (e.g. While a close-ended limited partnership has been the norm to access private equity in the past, a recent trend is the creation by a selection stock exchanges of specific compartments to list closed-ended funds. Sean was appointed Australian Eagle's Chief Investment Officer in 2016. March 08, 2023. Find More Contacts for Eagle Private Capital, Edit Lists Featuring This Company Section, Surge Closes Investment Into Ecommerce Chicken Product Designer RentACoop, Private Equity Stage Investors with Investments in Maryland, Private Equity Firms with Investments in Maryland. The Channel Company is a leading provider of mission-critical business and marketing services for IT vendors, solution providers and distributors, with a full suite of solutions for the IT ecosystem including content, consulting, marketing and agency services, events and conferences, and data and analytics. Company status Active Company type Private limited Company Incorporated on 10 March 1955. Please refer to the Terms of Use and Other Important Disclosure Historical Investment Activities and the disclosure set forth thereunder regarding the historical investment activities conducted by EagleTree Capital and its predecessor firms. endstream endobj 516 0 obj <> endobj 517 0 obj <>stream endstream endobj 507 0 obj <>/Metadata 35 0 R/Names 509 0 R/OpenAction 508 0 R/Outlines 25 0 R/PageLayout/SinglePage/Pages 34 0 R/StructTreeRoot 37 0 R/Type/Catalog/ViewerPreferences<>>> endobj 508 0 obj <> endobj 509 0 obj <> endobj 510 0 obj <>/Font<>/ProcSet[/PDF/Text]/Properties<>/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 612.0 792.0]/Type/Page/PieceInfo>/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 -306.0 -396.0]>>/PageUIDList<0 24796>>/PageWidthList<0 612.0>>>>>>>> endobj 511 0 obj <> endobj 512 0 obj <> endobj 513 0 obj <> endobj 514 0 obj <> endobj 515 0 obj <>stream Convene 117 West 46th Street, New York, Get limited access to our industry news, analysis and data, plus regular email updates. Our participation extends along the capital structure & favors robust assets with clear value add components and exit strategies. Get the information you need about companies, funds or investorswherever you are. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Phone Number 314.754.1430. EagleTree continues to promote diverse perspectives. 0000003003 00000 n 0000069783 00000 n 85% of client base are pensions, sovereign wealth funds, endowments and insurers. 3.42%. A private fund cannot publicly offer its securities. The Eagle Equity strategy is a long-only, concentrated portfolio of typically 25-35 securities. ? The Company has multiple sales channels including exhibits, events, retail and corporate environments. You are leaving the website maintained by Eagle Asset Management. OriginalWhaleScore Summarize the positive impact that our integration of ESG initiatives had on the portfolio companys business and/or culture. 60 countries Portfolio companies operate worldwide on six continents Filter by FUND TYPE Private Equity Energy Infrastructure STATUS Current Investments Former Investments SECTOR Resources Equipment & Services Midstream/Downstream Other Portfolio Investments The portfolio companies listed below are all of the former portfolio companies of First Reserve, other than those in the Power/Renewable . The governing document for the limited partnership, the limited partnership agreement, is an agreement among the general partner (GP) and the limited partners (LPs) that governs the operation of the limited partnership, including the general partner's and the limited partners' contractual rights, obligations and restrictions . We currently focus on U.S real estate in key niche sub markets. The ESG Committee also aims to ensure that all EagleTree employees are aware of EagleTrees culture of social responsibility and any amendments to this Policy. Register now to read this article and more for free. 'X`VN,v We take a ;tCfhv0;fhv0;~(g)f)g)f)g)f)g)f)g)f)g)f)g)f)g:(QGe?~(Q~~O{=~O{=~O"qMY02^JaOo5 5{{x|#}n[]6N Our award-winning software gives you access to our data and the analytical tools you need to get answers fast, discover promising opportunities and more. 0000043058 00000 n At the heart of our Private Investments strategy is our ability to take a leading role in investing our group capital along side our clients and partners. We are sub sector agnostic yet tend to focus on strong yield components in our investments. ? 2023 PitchBook. Eagle Investment Fund is a student managed fund under the supervision of the finance faculty. Active Portfolio Companies. Click here to register, Not for publication, email or dissemination, SVB Financial Group files Chapter 11 petition, CalPERS explores filling the lending gap in wake of SVB collapse, Evolution fund close brings Boston advisers AUM to $3bn, Another big sale: Norinchukin Bank shops LP portfolio into buzzing market. and a top 10 holdings concentration of 60.08%. 5.29%. 0000150879 00000 n Eagle Asset Management is a hedge fund with 41546 clients and discretionary assets under management (AUM) of $26,997,337,070 (Form ADV from 2022-12-08). With assistance from the ESG Sub-Committee and outside ESG specialists, as appropriate, EagleTrees deal teams will manage and monitor material ESG issues that have been identified during portfolio company ownership. The firm invests in privately held mid-market businesses primarily headquartered in North America with a focus on the following industry sectors: media and business services; consumer; and water and specialty industrial. By collaborating with other jurisdictions, its pioneering regulator has placed the island at the forefront of the fight against tax fraud, evasion and avoidance and against money laundering at an EU and global level. 47. 595 0 obj <>stream Alt Turnover is calculated by taking either the total MV of new purchases or The firm focuses on partnering with . ARC is a partnership established between EagleTree and Simon Foster, a 20-year event and media industry veteran. 13F filing from EAGLE CAPITAL MANAGEMENT LLC, enter your for Q4 2022: Percentage of assets under management,Performance-based fees, SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, CEO, CO-CHIEF INVESTMENT OFFICER AND FOUNDER, EXECUTOR ESTATE OF ELIZABETH RIVERS CURRY. West Palm Beach, FL 33401, OFFERING UNIQUE ACCESS TO TRUE ABSOLUTE RETURN ALTERNATIVE INVESTMENTS. or to simply have an email sent to you whenever we receive a new 0000061887 00000 n You should only be asked to sign in once. Win whats next. the MV of securities sold, whichever is less, Don't have an account? Morningstar Institutional Equity Research. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, Percentage of assets under management,Performance-based fees, 11.C (1),11.C (2),11.C (4),11.C (5),11.D (2),11.E (2). Investment Advisor incurred directly by the Fund or indirectly through the Fund's investments in underlying First Eagle Funds (if applicable), . 1185 Avenue of the Americas, 39thFloor What's New; Contact Us. First Eagle Investments is a US investment management company based in New York City that is an adviser to the First Eagle Funds. Eagle's View Capital Management, LLC ("Eagle's View") offers investment management services to high net worth individuals, family offices, Registered Investment Advisers, and institutional investors. The fund is based in Saint Louis, Missouri and targets companies based in Canada and the United States. The company offers investors 9 . Eagle Asset Management, Inc. is the subadviser to the Carillon Eagle Mid Cap Growth Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser. [This includes the processing or tabulation of all types of . With over $725 million under management in its funds, Eagle Private Capital makes subordinated debt and private equity investments of between $4 and $15 million. About Eagle Property Capital Investments, LLC. Subscribe to WhaleWisdom to view all filing data 0000071193 00000 n OriginalWhaleScore In the span of two weeks, the US Securities and Exchange Commission (SEC) has proposed rules that would significantly overhaul the regulation of the private fund industry. The company is committed to providing the highest quality eco-friendly and 100% percent natural product offerings across its business lines and brand portfolio. Fairmont Singapore, 9-11 May, 2023 First Eagle at a Glance. 0000006752 00000 n 0000011227 00000 n 0000091223 00000 n Service notice: myRegistry will be unavailable on Monday 13 March from 18:00 - 21:00 for routine maintenance. We are generally sector agnostic and place a large emphasis on innovation and the strength of the management / founder teams. With real-time access to investment data, you can make better-informed investment decisions. Funds under management. <<66F0521637F7EF43B948CACF5A55AF17>]/Prev 237335/XRefStm 2540>> Be it people, products, businesses or entire sectors we go out of our way to realize potential. Alt Turnover is calculated by taking either the total MV of new purchases or New York, NY 10036, Our award-winning software gives you access to our data and the analytical tools you need to get answers fast, discover promising opportunities and more. FuseFX is an award-winning studio providing full-service visual effects across a global set of studios for episodic television, feature films, commercials, virtual and VR productions. 0000071067 00000 n . Access our data directly from your browser while you're visiting a website, reading the news or researching online. The KKR Credit Opportunities Portfolio ("KCOP" or the "Fund") seeks to provide investors differentiated access to income generating credit investment ideas via KKR's global credit platform. 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