Eagle Boston Investment Management, Inc. (St Petersburg)

Name: Eagle Boston Investment Management, Inc.
Address: 880 Carillon Parkway, St Petersburg, FL, 33716
Telephone: 800 237-3101

Eagle Boston Investment Management, Inc. is a large advisory firm based in St Petersburg. It manages $1.05 billion of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Eagle Boston Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagle Boston Investment Management: assets under management

The assets under management (AUM) of Eagle Boston Investment Management, Inc. is $1.05 billion. The firm's AUM has grown by 0% since the beginning of its operation, and $149.88 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.03 billion in discretionary accounts and $15.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.73 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $660.79 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio. Investments in investment and business development companies form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eagle Boston Investment Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Cooper Abbott serves?

The firm provides services to individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Cooper Abbott is pension and profit sharing plans with 6 clients and $836.32 million of assets under management. Among the 12 most similar advisory firms, Eagle Boston Investment Management has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $1.05 billion for 38 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Eagle Boston Investment Management doesn't advise any private funds.

Careers at Eagle Boston Investment Management, Inc.

The company employs 24 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Cooper Abbott has been acting as President since 1 Sep 2007. Eric Christian Wilwant joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Damian Daniel Sousa	Chief compliance officer	1 Feb 2003	Other	2061882
James Cooper Abbott	Director	1 Sep 2007	Other	4441987
Eagle Asset Management Inc	Owner	1 Dec 2007	75% - 100%	110653
James Cooper Abbott	President	1 Oct 2009	Other	4441987
Eric Christian Wilwant	Director	1 Dec 2013	Other	2256062

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Raymond James Financial	Parent of eagle	1 Jul 1984	75% - 100%	59-1517485

Based in St Petersburg

The principal office where Eagle Boston Investment Management, Inc. performs its advisory services is located at 880 Carillon Parkway, St Petersburg, FL 33716 The mailing address of the firm is 880 Carillon Parkway, St. Petersburg, FL 33716. An additional office of the firm is in Stowe, VT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800 237-3101 or by fax 727 567-8285. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at carillontower.com.