A complete list of active advisors currently associated with Eagle Talon Partners

Warmer can help you find a great advisor at Eagle Talon Partners or one who fits your needs even better.

Eagle Talon Partners is a small, event‑focused investment manager that manages separately managed accounts for a very limited client base, including high‑net‑worth individuals, family offices, and institutional investors. The firm offers tailored discretionary portfolio management and plans to offer a limited partnership vehicle for accredited investors and institutions. The firm combines fundamental and systematic (quantamental) analysis to invest globally in equities, associated derivatives, ETFs and options across four defined strategies (G‑Leadership, G‑Thematic, G‑Credit and Quantamental Event). Investment decisions are centralized and the firm typically implements concentrated, event‑driven positions and hedges, with performance‑based compensation arrangements (subject to a high‑water mark) that can create side‑by‑side allocation considerations. What is notable for a firm of this size is its institutional client mix and fee practices: the brochure indicates relationships with unconventional client types for a small RIA — including sovereign wealth funds, banks or thrifts, state or municipal entities, insurance companies and other investment advisers — and the routine use of performance‑based fees and bespoke side agreements. The firm also highlights co‑investment opportunities on select strategies and the use of ETFs and soft‑dollar research arrangements as part of its implementation toolkit.

To learn more about the advisors currently working at Eagle Talon Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Karim Mawji profile photo Karim Mawji
Naples, FL
4
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