SourcingSourcing

FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC

C27
CRD 300359·SEC 801-116996·NEW YORK, NY
AUM
$907.6M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
CRD
300359
SEC file #
801-116996
EIN
392018056
DBA names
—

Economics

AUM
$907.6M
AUM band
$500M-$1B
AUM trajectory
'22'26
$1.0M → $907.6M▲ +89668%
Client mix
Pension Profit Sharing Plans848
Other624
Individuals Other204
Corporations103
Charitable Organizations31

Operations

Employees (total)
46
Advisory staff (per ADV)
40
Advisory staff (5-yr trend)
'21'26
2 advisors → 40 advisors▲ +1900%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIRST EAGLE INVESTMENT MANAGEMENT,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FIRST EAGLE INVESTMENT MANAGEMENT,
BARLING, JAMES, MARTIN
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
ok
Rdap Domain
FIRSTEAGLE.COM
Rdap Domain Creation Date
1998-04-11T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
188
Form 5500 Total Compensation
6,600,558
Form 5500 Compensation Trajectory 3y
20256,448,661
2026151,897
Form 5500 Plan Count Trajectory 3y
2025182
20266
Schedule C Total Compensation
6,600,558
Schedule C Service Provider Rows
188

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 (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James14
Lpl Financial8
Fidelity4
Wells Fargo4
E*trade4
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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-10T04:00:00Z
Rdap Domain Last Changed
2024-04-10T05:37:22Z
Rdap Nameservers
Ns-1267.awsdns-30.orgNs-1911.awsdns-46.co.ukNs-623.awsdns-13.netNs-66.awsdns-08.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
108260
Trust Company Affiliate
Yes

People (5)

5
FIRST EAGLE INVESTMENT MANAGEMENT,
Direct Owner · 87.5%
108260
JAMES MARTIN BARLING
Executive Officer · 2.5%
3172037
CONSTANTINO, MICHAEL
Executive Officer · 2.5%
2932606
MAHMUD, MEHDI, ASIF
Executive Officer · 2.5%
3041637
O'CONNOR, DAVID, PAUL
Executive Officer · 2.5%
5077118