Eclipse Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eclipse Asset Management LLC advises individual clients through separately managed accounts, offering analysis of financial objectives and risk constraints and designing and implementing individually tailored portfolios; clients may impose limits on types of securities. The firm, founded in 2006, reports about $8.19 million in discretionary assets across eight accounts.
Investment decisions are driven by fundamental analysis of company-specific, industry and macroeconomic factors, with allocations that can include common and preferred stock, ETFs, certain mutual funds, and U.S. Treasury securities. The firm also uses option strategies—specifically covered calls and naked short puts—to hedge positions and generate income, and notes that active options trading can materially increase brokerage costs.
Noteworthy features include no stated account minimum, a policy of not taking custody of client assets, and the firm’s decision not to vote client proxies (custodians forward proxy materials to clients). Other distinguishing items in the brochure are the firm’s explicit procedures to prevent personal trading ahead of client orders, its lack of soft-dollar arrangements or referral compensation, and the relatively small number of accounts and assets under management compared with many peers.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% $5,000,001+: 0.75%
Main office
Milwaukee WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Eclipse Asset Management LLC · Spr Capital Advisors
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.
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