SourcingSourcing

EAGLE ASSET MANAGEMENT INC

C30
CRD 110653·SEC 801-21343·ST. PETERSBURG, FL
AUM
$60.65B
$1B+
Est. Revenue
$606.5M
@ 1% on AUM
Est. EBITDA
$182.0M
@ 30% margin
Est. Deal Value
$1.46B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAGLE ASSET MANAGEMENT INC
CRD
110653
SEC file #
801-21343
EIN
392018056
DBA names
—

Economics

AUM
$60.65B
AUM band
$1B+
AUM trajectory
'20'26
$33.17B → $60.65B▲ +83%
Client mix
Other50,629
Individuals Other21,795
Individuals High Net Worth6,250
Corporations554
State Or Municipal Govt30

Operations

Employees (total)
77
Advisory staff (per ADV)
44
Advisory staff (5-yr trend)
'20'26
90 advisors → 44 advisors▼ -51%
Primary office
ST. PETERSBURG FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
12/19/2025
ADV-W filed at
—
Website
linkedin.com/company/carillontower(social)

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARILLON TOWER ADVISERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CARILLON TOWER ADVISERS, INC.
ALVAREZ, JAVIER, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
210
Form 5500 Total Compensation
7,872,422
Form 5500 Compensation Trajectory 3y
20257,647,283
2026225,139
Form 5500 Plan Count Trajectory 3y
2025201
20269
Schedule C Total Compensation
7,872,422
Schedule C Service Provider Rows
210

SEC EDGAR

Edgar Cik
0001141802
Edgar Registered
Yes
Edgar Filing Count
95
Edgar First Filing Date
2005-02-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001085146-26-000398
Edgar Former Names
NORTHWESTERN MUTUAL TRUST CO

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Window
Raymond James5
Full
Raymond James66
Charles Schwab5
E*trade4
Wells Fargo3
Fidelity2
Edgar Addresses
Mailing
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Business
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Edgar EIN
392018056
Edgar Recent Filings
13F-HR2026-05-07 · 0001085146-26-000398
13F-HR/A2026-02-10 · 0001141802-26-000007
Fee Schedule
Bracket I62
Bracket Iii13
Bracket Iv12
Bracket Vi11
Bracket Xi1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
ALVAREZ, JAVIER, A
Executive Officer · 2.5%
5471425
RICK IV, EDWARD
Executive Officer · 2.5%
2536413
SOUSA, DAMIAN, DANIEL
Executive Officer · 2.5%
2061882
WILWANT, ERIC, CHRISTIAN
Executive Officer · 2.5%
2256062
JOSEPH WALTER CENTOFONTI
IAR
5500846