AUMdb

Eagle Group Finance Loan Corp.

SEC-registered Investment Adviser CRD 283364 · SEC file 802-135640 · Los Angeles, CA · WWW.IBORROW.COM
☆ Save with Pro ADV data as of Feb 20, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$115M $180M
Jun 2022 Jun 2025

Annual snapshots from Form ADV filings · as of Feb 20, 2026

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of May 2024 · $149M combined gross assets

FundTypeDomicileGross assetsOwners
Iborrow Finance Loan Fund I, L.P. Real Estate Fund Delaware $146M 476
Iborrow Special Opportunities Fund, Lp Real Estate Fund California $2.9M 65

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Peltz, Andrew, Lee Co Executive Chairman Jul 2011 (15y) ≈ 25% – 56.25% via Luminous Endeavors, Llc
Peltz, Harlan, David Co Executive Chairman Jul 2011 (15y) ≈ 25% – 56.25% via Luminous Endeavors, Llc
Good, Brian Ceo Mar 2016 (10y) 25% – 50%
Pytlik, Yvonne, I Chief Compliance Officer Apr 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Luminous Endeavors, Llc Shareholder Mar 2016 A 50% – 75%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Peltz, Andrew, Lee: 50% – 75% of Luminous Endeavors, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
  • Peltz, Harlan, David: 50% – 75% of Luminous Endeavors, Llc × 50% – 75% direct ≈ 25% – 56.25% 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.

Private funds (2, $149M gross assets)

FundTypeGross assetsMin. investmentOwners
Iborrow Finance Loan Fund I, L.P. Real Estate Fund $146M $1.0M 476
Iborrow Special Opportunities Fund, Lp Real Estate Fund $2.9M $25.0K 65

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/20/2026 844 KB 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

Not reported.

Custody

Firm reports it does not have 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: Feb 20, 2026.

View current Form ADV (SEC/IAPD) ↗