DBA: EAGLE MERCHANT PARTNERS
| Total AUM | $840.6M |
| Discretionary | $840.6M100% of AUM |
| Client Accounts | 17 |
| Avg Account Size | $49.4M |
| Employees | 22 |
| Peak AUM | $840.6MMar 2026 |
| AUM CAGR | +45.1% /yrover 6 yrs · 13 filings |
Total AUM
$841M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $841M | +105.7% | +44.2% | +75.2% | |
| Discretionary AUM | |||||
| Total AUM | $840.6M |
| Discretionary | $840.6M |
| Employees | 22 |
| Client Accounts | 17 |
Address
3060 PEACHTREE RD, NW.
ATLANTA GA 30305
Phone
404-974-2480
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$841M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $841M |
| +105.7% |
| +44.2% |
| +75.2% |
| Total Accounts | 17 | +30.8% | +12.0% | +11.2% |
| Avg Account Size | $49M | +57.3% | +28.8% | +57.5% |
| Employees | 22 | +22.2% | +38.8% | +34.5% |
| AUM / Employee | $38M | +68.3% | +3.9% | +30.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $841M | +105.7% | +44.2% | +75.2% | |
Client Count Segments | |||||
| Pooled / Fund | 17 | +30.8% | +12.0% | +11.2% | |