Eagletree Capital, Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 281137
· SEC file 801-106797
· New York, NY
· WWW.EAGLETREE.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $4.4B
- Discretionary
- $4.4B
- Clients
- 30
- Avg AUM / client
- $146M
- Accounts
- 30
- Employees
- 41
AUM over time
$0
$5.6B
Oct 2015
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 30 | $4.4B | 100.0% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Corsair Group (Cayman), Lp | Private Equity Fund | Cayman Islands | $794M | 32 |
| Eagletree Partners Vi (Onshore), Lp | Private Equity Fund | Delaware | $775M | 38 |
| Eagletree Partners Iv (Offshore), Lp | Private Equity Fund | Cayman Islands | $652M | 44 |
| Eagletree Gaylord Investment, Lp | Private Equity Fund | Delaware | $651M | 13 |
| Eagletree Partners Iv, Lp | Private Equity Fund | Delaware | $499M | 69 |
| Eagletree Partners V (Onshore), Lp | Private Equity Fund | Cayman Islands | $470M | 35 |
| Eagletree Partners V (Offshore), Lp | Private Equity Fund | Cayman Islands | $405M | 23 |
| Eagletree Partners Vi (Offshore), Lp | Private Equity Fund | Cayman Islands | $402M | 18 |
| Eagletree Partners V (Onshore) A, Lp | Private Equity Fund | Delaware | $290M | 21 |
| Eagletree Partners Iv Aiv I (Cayman) Lp | Private Equity Fund | Cayman Islands | $216M | 69 |
| Wplm Co Invest, Lp | Private Equity Fund | Delaware | $201M | 14 |
| Wp Lh Co Invest, Lp | Private Equity Fund | Delaware | $176M | 14 |
| Eagletree Partners Iii, Lp | Private Equity Fund | Delaware | $175M | 29 |
| Eagletree Partners Iii (Offshore), Lp | Private Equity Fund | Cayman Islands | $135M | 14 |
| Eagletree Fusefx Investment, Lp | Private Equity Fund | Delaware | $120M | 6 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bagaria, Anup, "Nmn" | Co Managing Partner | Jul 2015 (11y) | ≈ 18.75% – 50% via Eagletree Capital Holdings, Lp | |
| Majoros, George, Louis | Co Managing Partner | Jul 2015 (11y) | ≈ 18.75% – 50% via Eagletree Capital Holdings, Lp | |
| Mersten, Robert, Sydney | Chief Financial Officer | Jul 2015 (11y) | Less than 5% | |
| Mccavitt, Stephanie, Ritrivi | General Counsel / Chief Compliance Officer | Feb 2020 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eagletree Capital Holdings, Lp | Limited Partner | Sep 2015 | A | 75% or more |
| Investcorp Elm Acquisition Partnership, L.P. | Limited Partner | Oct 2021 | A | 5% – 10% |
| Eagletree Capital Gp, Llc | General Partner | Jul 2015 | A | Less than 5% |
| Investcorp Strategic Capital Partners Master Fund, L.P. | Limited Partner | Sep 2021 | B | ≈ 3.75% – 10% via Investcorp Elm Acquisition Partnership, L.P. |
| Eagletree Capital Gp, Llc | General Partner | Sep 2015 | B | GP / trustee / elected manager of Eagletree Capital Holdings, Lp (indirect) |
| Investcorp Strategic Capital Partners Gp, L.P. | General Partner | Sep 2021 | B | GP / trustee / elected manager of Investcorp Elm Acquisition Partnership, L.P. (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bagaria, Anup, "Nmn": 25% – 50% of Eagletree Capital Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Majoros, George, Louis: 25% – 50% of Eagletree Capital Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Investcorp Strategic Capital Partners Master Fund, L.P.: 75% – 100% of Investcorp Elm Acquisition Partnership, L.P. × 5% – 10% direct ≈ 3.75% – 10% 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 (22, $6.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Corsair Group (Cayman), Lp | Private Equity Fund | $794M | $1.0M | 32 |
| Eagletree Partners Vi (Onshore), Lp | Private Equity Fund | $775M | $5.0M | 38 |
| Eagletree Partners Iv (Offshore), Lp | Private Equity Fund | $652M | $1.0M | 44 |
| Eagletree Gaylord Investment, Lp | Private Equity Fund | $651M | $1.0M | 13 |
| Eagletree Partners Iv, Lp | Private Equity Fund | $499M | $1.0M | 69 |
| Eagletree Partners V (Onshore), Lp | Private Equity Fund | $470M | $5.0M | 35 |
| Eagletree Partners V (Offshore), Lp | Private Equity Fund | $405M | $5.0M | 23 |
| Eagletree Partners Vi (Offshore), Lp | Private Equity Fund | $402M | $5.0M | 18 |
| Eagletree Partners V (Onshore) A, Lp | Private Equity Fund | $290M | $5.0M | 21 |
| Eagletree Partners Iv Aiv I (Cayman) Lp | Private Equity Fund | $216M | $1.0M | 69 |
| Wplm Co Invest, Lp | Private Equity Fund | $201M | $200K | 14 |
| Wp Lh Co Invest, Lp | Private Equity Fund | $176M | $400K | 14 |
| Eagletree Partners Iii, Lp | Private Equity Fund | $175M | $1.0M | 29 |
| Eagletree Partners Iii (Offshore), Lp | Private Equity Fund | $135M | $1.0M | 14 |
| Eagletree Fusefx Investment, Lp | Private Equity Fund | $120M | $1.0M | 6 |
| Eagletree Partners Vi (Onshore) A, Lp | Private Equity Fund | $95.6M | $5.0M | 6 |
| Wp Ntm Investment, Lp | Private Equity Fund | $92.2M | $1.0M | 6 |
| Eagletree Waterfleet Investment, Lp | Private Equity Fund | $71.5M | $1.0M | 6 |
| Eagletree Excelsior Sidecar, Lp | Private Equity Fund | $62.8M | $200K | 2 |
| Eagletree Co Invest Mmgy, Lp | Private Equity Fund | $18.0M | $500K | 11 |
| Eagletree Co Invest Shf, Lp | Private Equity Fund | $15.0M | $2.0M | 5 |
| Wp Paris Co Invest, Lp | Private Equity Fund | $5.9M | $750K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 5.66 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
- • Performance-based 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗