Grand Rapids, MI Office

Eagle Point Capital LLC provides discretionary portfolio management primarily for individual and high‑net‑worth clients, as well as for corporations and pooled investment vehicles; the firm also delivers model portfolios to other registered investment advisers and publishes a free and paid research newsletter on the Substack platform. Services include separately managed accounts managed to a proprietary model, non‑discretionary model delivery to advisers, and impersonal weekly research commentary for subscribers.

The firm pursues a concentrated, largely unconstrained long‑equity strategy grounded in fundamental research and a margin‑of‑safety valuation approach, typically holding a limited number of positions with relatively low turnover. Eagle Point implements a single model portfolio across client accounts, employs block trading and pro‑rata allocations to execute trades, and may use instruments such as depositary receipts, convertible securities, and options to implement its strategy.

Distinctive features include an affiliated private pooled investment vehicle for which the firm acts as sub‑adviser while its principals serve as the general partner, and the availability of performance‑based fee arrangements to qualified clients; Eagle Point discloses these arrangements and has execution and allocation policies (including VWAP execution and trade rotation) to mitigate related conflicts. The combination of managing pooled vehicles, offering performance fees, publishing a paid newsletter, and providing model delivery to other advisers is less common among firms of similar size.