Eagle Equity Holdings, LLC
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About
Eagle Equity Holdings provides discretionary investment management to a range of clients, including individuals, trusts, estates, nonprofits, corporations and pooled investment vehicles through two defined portfolio strategies. The firm manages client accounts using equities, exchange-traded funds, commodities, options and other derivative instruments and operates with a small advisory team; as of March 2024 it reported managing under $1 million on a discretionary basis.
The firm’s stated objective is capital appreciation and its investment process combines charting, fundamental, technical and economic analysis while permitting the use of leveraged instruments and options to pursue higher-return opportunities, which it acknowledges can produce greater volatility and concentration risk. For certain qualified investors, the firm may accept performance-based compensation and uses a high-water-mark style provision and internal procedures to address potential conflicts from side-by-side management.
A few operational features distinguish the firm from many peers: it is registered as a Commodity Trading Adviser and an Exempt Commodity Pool Operator with the NFA, and its principals have long professional experience in the energy sector that informs the firm’s Emerging Opportunities and Low Carbon Plus strategies. The firm also relies on Interactive Brokers as its custodian and generally does not accept proxy voting authority on client securities, which may be relevant for clients who expect advisory proxy services.
Client services
Expertise
Fee options
$0+: 2% annually for Emerging Opportunities Strategy Portfolio (qualified clients only) $0+: 2% annually for Low Carbon Plus Strategy Portfolio (qualified clients only)
15% performance fee for Emerging Opportunities and Low Carbon Plus Strategy Portfolios, subject to a high water mark; charged only to qualified clients with negotiated agreements.
Account minimum: $5,000
Main office
1706 NE 10th Terrace, Suite 1
Cape Coral FL 33909
Advisors at this office
2
Most active in
California · Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Denis D
Series 65
Cape Coral, FL
Eagle Equity Holdings, LLC
Denis Ding is a financial advisor with Eagle Equity Holdings, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Eagle Equity Holdings since 2014 and is also Vice President at Clean Energy Fuels, where he holds full-time employment. Eagle Equity Holdings is a small, discretionary investment manager serving qualified investors through pooled vehicles and strategies focused on capital appreciation with concentrated, energy-oriented portfolios. The firm employs fundamental, technical, and economic analysis and utilizes performance-based fees and trading discretion for client accounts.
Dominic N
Series 65
Cape Coral, FL
Eagle Equity Holdings, LLC
Dominic Nicosia is a financial advisor at Eagle Equity Holdings, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Eagle Equity Holdings since 2014. Outside of his advisory role, he is actively engaged in Nicosia Consulting International, LLC, a non-investment business he has operated since 1995. Eagle Equity Holdings is a small discretionary investment manager serving qualified investors through pooled vehicles and focused strategies. The firm emphasizes capital appreciation with concentrated, energy-oriented portfolios and employs a combination of fundamental, technical, and economic analysis.
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