DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Eagle Realty Capital Partners, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 3, 2016 · 20 filings
SEC status approved since Mar 11, 2016
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
22
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$0 as of Mar 31, 2026
Mar 30, 2017$48.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20170 then
Employees (5.A)22 as of Mar 31, 2026
Mar 30, 201715 then
Private funds2 as of Mar 26, 2019
Mar 30, 20174 then
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| East Denver Investor Holdings, LLCno longer reported | Real Estate Fund | $1.0M | 24 | Mar 3, 2016 |
| Flats Apartments Investor Holdings, LLCno longer reported | Real Estate Fund | $356,000 | 3 | Mar 3, 2016 |
| Wslr LLCno longer reported | Real Estate Fund | $864 | 1 | Mar 3, 2016 |
| Siena Investor Holdings, LLCno longer reported | Real Estate Fund | $0 | 3 | Mar 3, 2016 |
Owners and control persons
Schedule A and B, latest filing
- Todd Jason Anderson · Assistant Treasurercontrolsince 02/2024 · owns less than 5%
- Niel Michael Barnett · Secretarycontrolsince 02/2016 · owns less than 5%
- Finn John Barrett · Director, Elected Managercontrolsince 02/2016 · owns less than 5%
- Norman James Clark · Director, Elected Managercontrolsince 02/2016 · owns less than 5%
- Michelle Lindsay Connelly · Assistant Vice President, Assistant Treasurercontrolsince 02/2024 · owns less than 5%
- J Scott Dinius · Vp, Controllercontrolsince 02/2024 · owns less than 5%
- A Todd Etter · Svp, Wholly Owned Assets & Real Estate Developmentcontrolsince 02/2024 · owns less than 5%
- Sparks Sarah Herron · Assistant Secretarycontrolsince 02/2024 · owns less than 5%
- Vincent Jay Johnson · Vice President & Treasurercontrolsince 04/2018 · owns less than 5%
- S John Musgrove · Assistant Vice President, Assistant Treasurercontrolsince 02/2024 · owns less than 5%
- David Jonathan Niemeyer · Director, Elected Managercontrolsince 04/2016 · owns less than 5%
- Michael Scott Pearson · Vp, Structured Equity Investmentscontrolsince 02/2024 · owns less than 5%
- G Gregory Rowe · Svp, Real Estate Debt Investmentscontrolsince 02/2024 · owns less than 5%
- L David Rubsam · Avp, Asset Managementcontrolsince 02/2024 · owns less than 5%
- Joseph Mario San Marco · Director, Elected Managercontrolsince 12/2017 · owns less than 5%
- Charles Paul Silva · President, Director, Elected Managercontrolsince 05/2021 · owns less than 5%
- R Andrew St. Clair · Vp, Asset Managementcontrolsince 02/2024 · owns less than 5%
- Steven Timothy Stearns · Vp, Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- Joseph Scott Wittman · Vice Presidentcontrolsince 02/2024 · owns less than 5%
- Joseph Donald Wuebbling · Director, Elected Managercontrolsince 02/2016 · owns less than 5%
Entity owners
- Eagle Realty Group, LLC · Parent Companydirect · owns 75% or more
- The Western And Southern Life Insurance Company · Parent Companyindirect · owns 75% or more of Western & Southern Investment Holdings, LLC
- Western & Southern Financial Group, Inc. · Parent Companyindirect · owns 75% or more of The Western & Southern Life Insurance Company
- Western & Southern Investment Holdings, LLC · Parent Companyindirect · owns 75% or more of Eagle Realty Group, LLC
- Western & Southern Mutual Holding Company · Parent Companyindirect · owns 75% or more of Western & Southern Financial Group, Inc.
Related persons
Schedule D 7.A
- Fort Washington Investment Advisors Incinvestment adviserbankpooled vehicle sponsornRAUM $93B
- Touchstone Advisors Incinvestment adviserbankpooled vehicle sponsornRAUM $31B
- Touchstone Securities, Inc.broker-dealern
- W&S Brokerage Services, Inc.broker-dealerinvestment advisernRAUM $257M
Advisers that list Eagle Realty Capital Partners, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 20 to 22Oct 21, 2025 to Mar 31, 2026
- Employees · 20 to 22Oct 21, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Aug 5, 2025 to Oct 21, 2025
- Advisory employees · 17 to 20Jun 3, 2024 to Apr 14, 2025
- Advisory employees · 20 to 17Mar 30, 2023 to Mar 29, 2024
- BD registered reps · 1 to 0Mar 30, 2023 to Mar 29, 2024
- Insurance-licensed employees · 1 to 0Mar 30, 2023 to Mar 29, 2024
- State-registered IARs · 1 to 0Mar 30, 2023 to Mar 29, 2024
- Accounts · 2 to 0Nov 4, 2019 to Mar 31, 2020
- Pooled vehicle clients · 2 to 0Nov 4, 2019 to Mar 31, 2020
- Assets in custody · $1.0M to $0Nov 4, 2019 to Mar 31, 2020
- Private funds · 2 to unsetNov 4, 2019 to Mar 31, 2020
- Non-discretionary RAUM · $1.0M to $0Nov 4, 2019 to Mar 31, 2020
- Pooled vehicle RAUM · $1.0M to $0Nov 4, 2019 to Mar 31, 2020
- RAUM · $1.0M to $0Nov 4, 2019 to Mar 31, 2020
- Assets in custody · $50.5M to $1.0MMar 29, 2018 to Mar 26, 2019
- Non-discretionary RAUM · $50.5M to $1.0MMar 29, 2018 to Mar 26, 2019
- Pooled vehicle RAUM · $50.5M to $1.0MMar 29, 2018 to Mar 26, 2019
- RAUM · $50.5M to $1.0MMar 29, 2018 to Mar 26, 2019
- Accounts · 4 to 2Dec 20, 2017 to Mar 29, 2018
- Advisory employees · 15 to 20Dec 20, 2017 to Mar 29, 2018
- BD registered reps · 0 to 1Dec 20, 2017 to Mar 29, 2018
- Pooled vehicle clients · 4 to 2Dec 20, 2017 to Mar 29, 2018
- Assets in custody · $48.5M to $50.5MDec 20, 2017 to Mar 29, 2018
- Employees · 15 to 20Dec 20, 2017 to Mar 29, 2018
- Insurance-licensed employees · 0 to 1Dec 20, 2017 to Mar 29, 2018
- State-registered IARs · 0 to 1Dec 20, 2017 to Mar 29, 2018
- Private funds · 4 to 2Dec 20, 2017 to Mar 29, 2018
- Non-discretionary RAUM · $48.5M to $50.5MDec 20, 2017 to Mar 29, 2018
- Pooled vehicle RAUM · $48.5M to $50.5MDec 20, 2017 to Mar 29, 2018
- RAUM · $48.5M to $50.5MDec 20, 2017 to Mar 29, 2018
- Pooled vehicle clients · unset to 4.0Sep 28, 2017 to Dec 20, 2017
- Other offices · unset to 0.0Sep 28, 2017 to Dec 20, 2017
- Pooled vehicle RAUM · unset to 48466000.0Sep 28, 2017 to Dec 20, 2017
- Advisory employees · 11 to 15Mar 14, 2016 to Mar 30, 2017
- Assets in custody · $45.5M to $48.5MMar 14, 2016 to Mar 30, 2017
- Employees · 11 to 15Mar 14, 2016 to Mar 30, 2017
- Non-discretionary RAUM · $45.5M to $48.5MMar 14, 2016 to Mar 30, 2017
- RAUM · $45.5M to $48.5MMar 14, 2016 to Mar 30, 2017
Signals
23 dated events
- L Charles Thomas (Svp, Real Estate Equity Investments) no longer on Schedule A of Eagle Realty Capital Partners, Llc (listed 2024-03-29, absent 2024-06-03)Jun 3, 2024 · Control person left · inference
- Elizabeth Kara Busener (Chief Compliance Officer) no longer on Schedule A of Eagle Realty Capital Partners, Llc (listed 2023-03-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Steven Timothy Stearns (Vp, Chief Compliance Officer) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- Joseph Scott Wittman (Vice President) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- Michelle Lindsay Connelly (Assistant Vice President, Assistant Treasurer) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- S John Musgrove (Assistant Vice President, Assistant Treasurer) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- Sparks Sarah Herron (Assistant Secretary) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- Todd Jason Anderson (Assistant Treasurer) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- G Gregory Rowe (Svp, Real Estate Debt Investments) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- A Todd Etter (Svp, Wholly Owned Assets & Real Estate Development) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- Michael Scott Pearson (Vp, Structured Equity Investments) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- R Andrew St. Clair (Vp, Asset Management) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- L David Rubsam (Avp, Asset Management) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- L Charles Thomas (Svp, Real Estate Equity Investments) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- J Scott Dinius (Vp, Controller) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- Elizabeth Kara Busener (Chief Compliance Officer) appeared on Schedule A of Eagle Realty Capital Partners, LlcMay 25, 2021 · Control person joined · fact
- Charles Paul Silva (President, Director, Elected Manager) appeared on Schedule A of Eagle Realty Capital Partners, LlcMay 25, 2021 · Control person joined · fact
- Martin Thomas Stapleton (President, Director, Elected Manager) no longer on Schedule A of Eagle Realty Capital Partners, Llc (listed 2021-03-30, absent 2021-05-25)May 25, 2021 · Control person left · inference
- Ann Leslie Green (Chief Compliance Officer) no longer on Schedule A of Eagle Realty Capital Partners, Llc (listed 2021-03-30, absent 2021-05-25)May 25, 2021 · Control person left · inference
- Roger Daniel Larsen (Vice President) no longer on Schedule A of Eagle Realty Capital Partners, Llc (listed 2019-03-26, absent 2019-11-04)Nov 4, 2019 · Control person left · inference
- Joseph James Vance (Vice President & Treasurer) no longer on Schedule A of Eagle Realty Capital Partners, Llc (listed 2018-03-29, absent 2019-03-26)Mar 26, 2019 · Control person left · inference
- Vincent Jay Johnson (Vice President & Treasurer) appeared on Schedule A of Eagle Realty Capital Partners, LlcMar 26, 2019 · Control person joined · fact
- Eagle Realty Capital Partners, Llc filed its initial SEC registration (Form ADV)Mar 3, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 513-361-7700reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- No RAUM reportedderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Eagle Realty Capital Partners, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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