What Eagle Global Advisors does

Eagle Global Advisors, LLC is an independent, 100% employee-owned registered investment advisor headquartered in Houston, Texas, founded in 1996 and SEC-registered under the Investment Advisers Act of 1940. The firm manages approximately $3.4 billion in assets under management with a 24-professional team and serves two primary client segments: institutional investors and high net worth individuals/families.

The firm operates six core investment strategies — International Equity (MSCI EAFE), MLPs & Energy Infrastructure (Alerian MLP), Renewables Infrastructure (proprietary RENEW benchmark), U.S. Equity (S&P 500), Global Equity (MSCI World), and Business Development Companies (VanEck BDC Income Index) — plus a wealth-management service for HNW families built around tailored, 'all-weather,' tax-efficient portfolios. Distribution vehicles include separate accounts/SMAs, the Eagle MLP Strategy Fund (EGLIX), and the Eagle Energy Infrastructure Fund. The firm also maintains proprietary intellectual property in the form of the Eagle Global Renewables Infrastructure Index (RENEW), launched in 2020, which underpins the Renewables Infrastructure strategy and differentiates Eagle within the energy-transition sub-vertical.

Revenue is generated via investment advisory fees (recurring) charged on managed assets; specific fee schedules are not publicly disclosed. Go-to-market is sales-led and relationship-driven, combining direct institutional and HNW engagement with intermediary distribution through wealth managers and consultants. The firm has been recognized by CNBC as a Top 100 Financial Advisor in 2019, 2021, 2023 and 2024, and its Eagle MLP Strategy Fund (EGLIX) was named Best Energy MLP Fund by Lipper in 2023.

Name

Eagle Global Advisors

Legal name

Eagle Global Advisors LLC

Website

https://eagleglobal.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Eagle Global Advisors is an employee-owned, Houston-based SEC-registered investment advisor managing ~$3.4B across six strategies (equities, MLPs, renewables, BDCs) for institutional and high net worth clients, with proprietary renewable infrastructure benchmarks.

Ownership category

akta.pro rank

Product category

Investment Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

ESG/Sustainable Investment Advisory (FSAEAAAJ), Sustainable/ESG Equity (Active) (FSAAAIAM)

Keywords

• Investment advisory services
• Wealth management
• Equity portfolio management
• Energy infrastructure investing
• Renewables infrastructure strategy

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Fees: Eagle Global Advisors generates revenue through investment advisory fees charged to clients for managing investment portfolios across its multiple strategies including International Equity, MLPs & Energy Infrastructure, Renewables Infrastructure, U.S. Equity, Global Equity, and Business Development Companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Eagle Global Advisors is an independent, SEC-registered investment adviser that manages six institutional investment strategies — International Equity, MLPs & Energy Infrastructure, Renewables Infrastructure, U.S. Equity, Global Equity, and Business Development Companies — alongside a tailored wealth management service for high net worth individuals and families. The firm charges investment advisory fees on separately managed accounts and mutual funds (including EGLIX and the Eagle Energy Infrastructure Fund), manages approximately $3.4 billion in AUM, and benchmarks several strategies against proprietary indices such as RENEW.

Product overview

Eagle Global Advisors is an independent investment advisory firm offering a diversified portfolio of investment strategies. The company provides six core equity and infrastructure strategies: International Equity, MLPs & Energy Infrastructure, Renewables Infrastructure, U.S. Equity, Global Equity, and Business Development Companies. Additionally, the firm offers wealth management services for high net worth clients. The firm manages several named funds including the Eagle MLP Strategy Fund (EGLIX), Eagle Energy Infrastructure Fund, and the proprietary Eagle Global Renewables Index (RENEW).

Differentiator

Problem solved

Functional benefit

Products and services

• International Equity Strategy

Quantifiable outcome

• Top 100 Financial Advisors in the U.S. by CNBC - 2019, 2021, 2023, 2024

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Westwood Holdings Group: Employee-influenced, Texas-based boutique RIA offering multiple equity and income strategies to institutional clients; comparable size, geography, and multi-strategy approach to Eagle Global.
• Miller/Howard Investments: Boutique RIA specializing in income-oriented and energy infrastructure strategies for institutional and HNW investors; comparable in scale and product focus to Eagle Global.
• Salient Partners: Independent, employee-owned investment manager offering alternative and traditional strategies to institutional and intermediary clients, structurally and competitively similar to Eagle Global.
• Kayne Anderson Capital Advisors: Alternative investment manager with significant MLP, energy infrastructure, and BDC strategies serving institutional and HNW clients, mirroring Eagle Global's specialty mandate mix.
• Tortoise Capital Advisors: Energy- and infrastructure-focused investment manager with deep MLP and midstream specialization, directly comparable to Eagle Global's MLPs & Energy Infrastructure strategy and EGLIX fund franchise.
• Cushing Asset Management: Specialist manager in energy, MLPs, and energy transition strategies, with comparable product lineup and institutional client focus to Eagle Global.

Broad incumbents

• Brookfield Asset Management: Global asset manager with a major renewables infrastructure platform; competes with Eagle Global's Renewables Infrastructure strategy from a vastly larger scale.
• Resolute Investment Managers: Multi-boutique asset manager offering energy, infrastructure, and alternatives strategies through affiliated RIAs; partial overlap with Eagle Global's energy and infrastructure focus.
• Cohen & Steers: Larger, publicly traded specialist in alternative income and real-asset strategies including infrastructure and BDCs; overlaps with Eagle Global's MLP and BDC mandates at greater scale.

Regional players

• Picton Mahoney Asset Management: Independent, employee-owned Canadian investment manager with alternative income and infrastructure strategies; comparable boutique structure but primarily serves Canadian institutional and HNW clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eagle Global Advisors