Eagle Equity Holdings, LLC

Eagle Equity Holdings is a small, discretionary investment manager that provides portfolio management primarily through pooled vehicles and strategies for qualified investors rather than broad retail advisory services. The firm offers two named strategy portfolios — Emerging Opportunities and Low Carbon Plus — and reported managing less than $1 million in discretionary client assets as of March 2024.

The firm pursues capital appreciation with concentrated, energy‑oriented strategies and employs a mix of fundamental, technical and economic analysis. Like many managers, it charges asset-based advisory fees, but it also uses performance‑based fee arrangements for qualified investors and generally executes trading discretion on behalf of accounts.

Eagle Equity’s registration as a Commodity Trading Adviser and as an exempt Commodity Pool Operator with the NFA is a notable distinction for a state‑registered investment manager and aligns with its use of commodities, options and other derivative or leveraged instruments. The firm is operated by a small two‑person management team, custodians client assets at Interactive Brokers, and one senior manager maintains a full‑time industry role in the clean energy sector, factors that distinguish its staffing, affiliations and operational scale from many peers.