Double Eagle Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,621,624
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
43
30% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$758,642
About
Double Eagle Partners provides customized investment management and related financial-planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm assists clients with goal setting and a range of planning topics — including cash flow, tax considerations, insurance review, education funding, retirement, and estate planning — as part of its advisory engagement.
Investment decisions are implemented predominantly on a discretionary, asset-allocation basis informed by the firm’s economic analysis of interest rates, money supply and commodity prices. Double Eagle Partners uses a documented process (investment policy statements, allocation modeling, investment selection, monitoring) and may invest across traditional and alternative instruments such as mutual funds, ETFs, equities, fixed income, treasuries, options, private funds and REITs.
Compared with many solo independent advisers, Double Eagle Partners notably accepts small business/corporate clients and periodically offers educational workshops to clients and their guests, services that are less common among peers. The firm also runs a targeted early-career physician program intended to ease access for young doctors until their accounts grow, and it operates as a practitioner-led adviser managing roughly $32.8 million for 43 clients.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Concentrated stock management
Options & derivatives strategies
Real estate investing
Occupation focus
Doctor or Medical Professional
Demographic focus
Young Professionals
Fee options
Flat Quarterly Retainer fees ranging from $125 to $5,000 per quarter, negotiable
$0 - $5,000,000: 1.0% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $25,000,000: 0.60% $25,000,000+: 0.40%
Account minimum: $1,000,000 Minimum fee: No minimum monthly fee; Early Career Physician Program minimum fee up to $500 annually Fee-only: Annualized AUM fee based on tiered schedule; also offers flat quarterly retainers ranging from $125 to $5,000 per quarter
Main office location
Double Eagle Partners, LLC
Matthews NC, United States
Number of offices
1
Most active in
Double Eagle Partners, LLC has reported serving >5 clients in these states in the last 12 months.
New York · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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