Eddie Haggar Capital Mgt, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eddie Haggar Capital Management manages approximately $15 million in client assets and provides discretionary, fee‑based portfolio management to individuals, high‑net‑worth clients, foundations, trusts and endowments. The firm bills on an asset‑management basis and reports performance and billing information to clients on a quarterly schedule.
The firm maintains relatively concentrated, all‑long equity portfolios across market capitalizations, selecting companies with high return on equity, low leverage and strong revenue growth; it also uses an option‑selling overlay (selling puts and calls) as a risk‑management tool. Portfolios may include external managers when appropriate and can hold fixed income and alternative investments that together do not exceed 40% of assets under management.
Notably, the brochure indicates a significant non‑U.S. client base, which is uncommon among independent firms of this size, and the firm pairs that client mix with a concentrated equity focus and explicit option strategies. The firm has operated since 1995, reports no disciplinary history, and maintains written policies such as a Code of Ethics and default proxy‑voting authority.
Client services
Expertise
Fee options
0.90% annually
Fee-only: Fee charged only as percentage of assets under management
Main office
125 Lincoln Av Suite 400 Wells Fargo Plaza
Santa Fe NM 87501
Advisors at this office
1
Most active in
New Mexico
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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