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Eagle Capital International LLC (Greenwich)


Eagle Capital International LLC is a large advisory firm based in Greenwich. It manages $139.69 million of regulatory assets for 198 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Massachusetts.

Eagle Capital International provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagle Capital International: assets under management

The assets under management (AUM) of Eagle Capital International LLC is $139.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $139.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $705.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eagle Capital International LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lp Gloriette Investors Shareholder 1 Oct 1996 75% - 100% 06-1468466
Ralph Mark Wyman General partner 1 Oct 1996 Other 1749908
Virginia A Meyer General partner 1 Oct 1996 Other 4363106
David Christopher Parnas Wyman General partner 1 Oct 1996 Other 4363110
Ruth Lillian Russell General partner 1 Oct 1996 Other 1749906

Based in Greenwich

The principal office where Eagle Capital International LLC performs its advisory services is located at 9 Greenwich Office Park, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-661-6616 or by fax 203-661-5029. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.


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