EAGLE CAPITAL MANAGEMENT LLC

HTTP://WWW.EAGLECAP.COM NEW YORK, NY Investment Advisor Hedge Fund How do I update this listing?

Download 13F Summary Create Email Alert

Subscription Required

Equal-WT
WhaleScore 2.0 ?

84

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Eagle Capital Management is based in New York and run by Ravenel Boykin Curry IV. Eagle Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 89 13F filings, and 30 13G filings Their last reported 13F filing for Q3 2022 included $21,946,411,000 in managed 13F securities and a top 10 holdings concentration of 58.91%. Eagle Capital Management's largest holding is Microsoft Corp. with shares held of 9,009,047.

09/30/2022

13F Activity

  • Market Value $21.946 Billion
  • Prior Market Value $22.985 Billion
  • New Purchases0 stocks
  • Additional Purchases22 stocks
  • Sold out of1 stock
  • Reduced holdings in10 stocks
  • Top 10 Holdings % 58.91 %
  • Turnover % [1]:2.33%
  • Turnover Alt % [2]: 3.81 %
  • Time Held Top20:23.95 quarters
  • Time Held Top10:15.60 quarters
  • Time Held All:32.58 quarters

[1]: 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.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -6.36%
Performance Last 4 Quarters: -17.85%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

Global (ex. US) Holdings

A premium subscription (standard or higher) is required to view global (non-US) holdings

Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

EAGLE CAPITAL MANAGEMENT LLC
Classified as Hedge Fund
499 PARK AVE
NEW YORK NY    10022
Country: United States

Business Phone: 212-293-4040
Fax: 212-293-4045
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 36
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 227,671,000
Total Number of Clients: 2416
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

EAGLE CAPITAL MANAGEMENT LLC

ownership team - last updated 2022-03-22
Name Title Start Date Direct/Indirect % Ownership
BOON, DAVID, BURRISS CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF FINANCIAL OFFICER direct 2013-09-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF FINANCIAL OFFICER direct 2013-09-01
CEDAR CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-03-01
ROBIE III, RICHARD, SENTER CHIEF OPERATING OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2017-08-01
PUTNAM INVESTMENT MANAGEMENT, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
PUTNAM INVESTMENT MANAGEMENT, LLC TRUSTEE indirect 2005-02-01
THE PUTNAM ADVISORY COMPANY, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
THE PUTNAM ADVISORY COMPANY, LLC TRUSTEE indirect 2005-02-01
CURRY IV, RAVENEL, BOYKIN CO-CHIEF INVESTMENT OFFICER 04/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-04-01
MELI, ADRIAN, VINCENT CO-CHIEF INVESTMENT OFFICER 10/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2008-10-01
HENRY, ALEC, JOHN CO-CHIEF INVESTMENT OFFICER 08/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2010-08-01
ROBERTSON, MARK, TERENCE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
CURRY III, RAVENEL, BOYKIN CEO, CO-CHIEF INVESTMENT OFFICER AND FOUNDER 03/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EAGLE CAPITAL EQUITY FUND, L.P. United States 805-7897349907 Hedge Fund 227,671,000 250,000

EAGLE CAPITAL MANAGEMENT LLC

ownership team - last updated 2021-03-22
Name Title Start Date Direct/Indirect % Ownership
BOON, DAVID, BURRISS CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF FINANCIAL OFFICER direct 2013-09-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF FINANCIAL OFFICER direct 2013-09-01
CEDAR CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-03-01
ROBIE III, RICHARD, SENTER CHIEF OPERATING OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2017-08-01
PUTNAM INVESTMENT MANAGEMENT, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
PUTNAM INVESTMENT MANAGEMENT, LLC TRUSTEE indirect 2005-02-01
THE PUTNAM ADVISORY COMPANY, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
THE PUTNAM ADVISORY COMPANY, LLC TRUSTEE indirect 2005-02-01
CURRY IV, RAVENEL, BOYKIN DEPUTY CHIEF INVESTMENT OFFICER 04/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-04-01
MELI, ADRIAN, VINCENT DEPUTY CHIEF INVESTMENT OFFICER 10/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2008-10-01
HENRY, ALEC, JOHN DEPUTY CHIEF INVESTMENT OFFICER 08/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2010-08-01
ROBERTSON, MARK, TERENCE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
CURRY III, RAVENEL, BOYKIN CHIEF INVESTMENT OFFICER 03/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EAGLE CAPITAL EQUITY FUND, L.P. United States 805-7897349907 Hedge Fund 134,577,000 250,000

EAGLE CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
BOON, DAVID, BURRISS CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF FINANCIAL OFFICER direct 2013-09-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF FINANCIAL OFFICER direct 2013-09-01
CEDAR CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-03-01
ROBIE III, RICHARD, SENTER CHIEF OPERATING OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2017-08-01
PUTNAM INVESTMENT MANAGEMENT, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
PUTNAM INVESTMENT MANAGEMENT, LLC TRUSTEE indirect 2005-02-01
THE PUTNAM ADVISORY COMPANY, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
THE PUTNAM ADVISORY COMPANY, LLC TRUSTEE indirect 2005-02-01
CURRY IV, RAVENEL, BOYKIN DEPUTY CHIEF INVESTMENT OFFICER 04/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-04-01
MELI, ADRIAN, VINCENT DEPUTY CHIEF INVESTMENT OFFICER 10/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2008-10-01
HENRY, ALEC, JOHN DEPUTY CHIEF INVESTMENT OFFICER 08/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2010-08-01
ROBERTSON, MARK, TERENCE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
CURRY III, RAVENEL, BOYKIN CHIEF INVESTMENT OFFICER 03/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EAGLE CAPITAL EQUITY FUND, L.P. United States 805-7897349907 Hedge Fund 84,407,000 250,000

EAGLE CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EAGLE CAPITAL EQUITY FUND, L.P. United States 805-7897349907 Hedge Fund 84,407,000 250,000

EAGLE CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-05-28
Name Title Start Date Direct/Indirect % Ownership
BOON, DAVID, BURRISS CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF FINANCIAL OFFICER direct 2013-09-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF FINANCIAL OFFICER direct 2013-09-01
CEDAR CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-03-01
ROBIE III, RICHARD, SENTER CHIEF OPERATING OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2017-08-01
PUTNAM INVESTMENT MANAGEMENT, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
PUTNAM INVESTMENT MANAGEMENT, LLC TRUSTEE indirect 2005-02-01
THE PUTNAM ADVISORY COMPANY, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
THE PUTNAM ADVISORY COMPANY, LLC TRUSTEE indirect 2005-02-01
CURRY IV, RAVENEL, BOYKIN DEPUTY CHIEF INVESTMENT OFFICER 04/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-04-01
ESTATE OF ELIZABETH RIVERS CURRY MEMBER 11/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MEMBER direct 2015-11-01
MELI, ADRIAN, VINCENT DEPUTY CHIEF INVESTMENT OFFICER 10/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2008-10-01
HENRY, ALEC, JOHN DEPUTY CHIEF INVESTMENT OFFICER 08/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2010-08-01
ROBERTSON, MARK, TERENCE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
CURRY III, RAVENEL, BOYKIN CHIEF INVESTMENT OFFICER 03/01/1995 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01
CURRY III, RAVENEL, BOYKIN EXECUTOR ESTATE OF ELIZABETH RIVERS CURRY 02/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EAGLE GROWTH LIMITED PARTNERSHIP United States 805-9792867160 Hedge Fund 82,589,006 100,000

EAGLE CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
BOON, DAVID, BURRISS CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF FINANCIAL OFFICER direct 2013-09-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF FINANCIAL OFFICER direct 2013-09-01
CEDAR CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-03-01
ROBIE III, RICHARD, SENTER CHIEF OPERATING OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2017-08-01
PUTNAM INVESTMENT MANAGEMENT, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
PUTNAM INVESTMENT MANAGEMENT, LLC TRUSTEE indirect 2005-02-01
THE PUTNAM ADVISORY COMPANY, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
THE PUTNAM ADVISORY COMPANY, LLC TRUSTEE indirect 2005-02-01
CURRY IV, RAVENEL, BOYKIN DEPUTY CHIEF INVESTMENT OFFICER 04/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-04-01
ESTATE OF ELIZABETH RIVERS CURRY MEMBER 11/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MEMBER direct 2015-11-01
MELI, ADRIAN, VINCENT DEPUTY CHIEF INVESTMENT OFFICER 10/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2008-10-01
HENRY, ALEC, JOHN DEPUTY CHIEF INVESTMENT OFFICER 08/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2010-08-01
ROBERTSON, MARK, TERENCE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
CURRY III, RAVENEL, BOYKIN CHIEF INVESTMENT OFFICER 03/01/1995 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01
CURRY III, RAVENEL, BOYKIN EXECUTOR ESTATE OF ELIZABETH RIVERS CURRY 02/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EAGLE GROWTH LIMITED PARTNERSHIP United States 805-9792867160 Hedge Fund 82,589,006 100,000

EAGLE CAPITAL MANAGEMENT LLC

ownership team - last updated 2018-04-20
Name Title Start Date Direct/Indirect % Ownership
BOON, DAVID, BURRISS CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF FINANCIAL OFFICER direct 2013-09-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF FINANCIAL OFFICER direct 2013-09-01
CEDAR CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-03-01
ROBIE III, RICHARD, SENTER CHIEF OPERATING OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2017-08-01
PUTNAM INVESTMENT MANAGEMENT, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
PUTNAM INVESTMENT MANAGEMENT, LLC TRUSTEE indirect 2005-02-01
THE PUTNAM ADVISORY COMPANY, LLC SENIOR MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER direct 2004-04-01
THE PUTNAM ADVISORY COMPANY, LLC TRUSTEE indirect 2005-02-01
CURRY IV, RAVENEL, BOYKIN DEPUTY CHIEF INVESTMENT OFFICER 04/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-04-01
ESTATE OF ELIZABETH RIVERS CURRY MEMBER 11/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MEMBER direct 2015-11-01
MELI, ADRIAN, VINCENT DEPUTY CHIEF INVESTMENT OFFICER 10/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2008-10-01
HENRY, ALEC, JOHN DEPUTY CHIEF INVESTMENT OFFICER 08/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2010-08-01
ROBERTSON, MARK, TERENCE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2016-05-01
CURRY III, RAVENEL, BOYKIN CHIEF INVESTMENT OFFICER 03/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01
CURRY III, RAVENEL, BOYKIN EXECUTOR ESTATE OF ELIZABETH RIVERS CURRY 02/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
EAGLE CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 1995-03-01
EAGLE CAPITAL MANAGEMENT LLC FOUNDING MEMBER, ELECTED MANAGER indirect 2011-07-01
EAGLE CAPITAL MANAGEMENT LLC EXECUTOR indirect 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EAGLE GROWTH LIMITED PARTNERSHIP United States 805-9792867160 Hedge Fund 86,139,395 100,000

WhaleScore history for EAGLE CAPITAL MANAGEMENT LLC

You must have a subscription to view WhaleScore histories

Elevate your investments