Eagle Realty Capital Partners, Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (20)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barnett, Michael, Niel | Secretary | Feb 2016 (11y) | Less than 5% | |
| Barrett, John, Finn | Director, Elected Manager | Feb 2016 (11y) | Less than 5% | |
| Clark, James, Norman | Director, Elected Manager | Feb 2016 (11y) | Less than 5% | |
| Wuebbling, Donald, Joseph | Director, Elected Manager | Feb 2016 (11y) | Less than 5% | |
| Niemeyer, Jonathan, David | Director, Elected Manager | Apr 2016 (10y) | Less than 5% | |
| San Marco, Mario, Joseph | Director, Elected Manager | Dec 2017 (9y) | Less than 5% | |
| Johnson, Jay, Vincent | Vice President & Treasurer | Apr 2018 (8y) | Less than 5% | |
| Silva, Paul, Charles | President, Director, Elected Manager | May 2021 (5y) | Less than 5% | |
| Anderson, Jason, Todd | Assistant Treasurer | Feb 2024 (3y) | Less than 5% | |
| Connelly, Lindsay, Michelle | Assistant Vice President, Assistant Treasurer | Feb 2024 (3y) | Less than 5% | |
| Dinius, Scott, J | Vp, Controller | Feb 2024 (3y) | Less than 5% | |
| Etter, Todd, A | Svp, Wholly Owned Assets & Real Estate Development | Feb 2024 (3y) | Less than 5% | |
| Herron, Sarah, Sparks | Assistant Secretary | Feb 2024 (3y) | Less than 5% | |
| Musgrove, John, S | Assistant Vice President, Assistant Treasurer | Feb 2024 (3y) | Less than 5% | |
| Pearson, Scott, Michael | Vp, Structured Equity Investments | Feb 2024 (3y) | Less than 5% | |
| Rowe, Gregory, G | Svp, Real Estate Debt Investments | Feb 2024 (3y) | Less than 5% | |
| Rubsam, David, L | Avp, Asset Management | Feb 2024 (3y) | Less than 5% | |
| St. Clair, Andrew, R | Vp, Asset Management | Feb 2024 (3y) | Less than 5% | |
| Wittman, Scott, Joseph | Vice President | Feb 2024 (3y) | Less than 5% | |
| Timothy Steven Stearns | Vp, Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eagle Realty Group, Llc | Parent Company | Feb 2016 | A | 75% or more |
| Western & Southern Mutual Holding Company | Parent Company | Sep 2000 | B | 75% or more of Western & Southern Financial Group, Inc. (indirect) |
| Western & Southern Financial Group, Inc. | Parent Company | Sep 2000 | B | 75% or more of The Western & Southern Life Insurance Company (indirect) |
| The Western And Southern Life Insurance Company | Parent Company | Dec 2006 | B | ≈ 42.19% – 100% via Western & Southern Investment Holdings, Llc |
| Western & Southern Investment Holdings, Llc | Parent Company | Dec 2006 | B | ≈ 56.25% – 100% via Eagle Realty Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Western And Southern Life Insurance Company: 75% – 100% of Western & Southern Investment Holdings, Llc × 75% – 100% of Eagle Realty Group, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Western & Southern Investment Holdings, Llc: 75% – 100% of Eagle Realty Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • STRUCTURING FEES, FINANCING FEES, DISPOSITION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗