Eaglebrook Achieves Over $400 Million in Assets Under Management and Provides Clients with $52 Million in Tax Savings

Eaglebrook's Growth: Eaglebrook has surpassed $400 million in assets under management (AUM) since its launch in March 2021, reflecting increasing adoption of its investment platform by registered investment advisors (RIAs).

Tax Savings for Clients: The platform has delivered $52 million in tax savings to clients, showcasing its effectiveness in providing tax-managed separately managed accounts (SMAs).

Trusted by Major RIAs: Eaglebrook is utilized by prominent RIAs such as Mariner Wealth Advisors and CAPTRUST, and is trusted by 90 RIA partners managing a total of $1.7 trillion in assets.

Focus on Digital Assets: The firm aims to provide a compliant and efficient way for advisors to integrate bitcoin and other digital assets into client portfolios, capitalizing on the growing mainstream acceptance of cryptocurrencies.