Double Eagle Family Offices, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $491M
- Clients
- 21
- Avg AUM / client
- $66.6M
- Accounts
- 114
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $6.5M | 0.47% |
| Pooled investment vehicles (non-investment companies) | 9 | $491M | 35.1% |
| Other | 10 | $901M | 64.4% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $109M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| De Bison, Llc | Private Equity Fund | Texas | $30.8M | 8 |
| Defo Noonan, Lp | Private Equity Fund | Delaware | $27.2M | 32 |
| Double Eagle Spirits Holdco, Llc | Private Equity Fund | Delaware | $16.5M | 21 |
| De Veritas Holdings, Llc | Private Equity Fund | Texas | $13.3M | 6 |
| De Pob Holdco, Llc | Private Equity Fund | Texas | $11.0M | 2 |
| Enchanted Eagle Investments, Llc | Private Equity Fund | Texas | $8.6M | 11 |
| Double Eagle Seltzers Holdco, Llc | Private Equity Fund | Texas | $1.5M | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carpenter, Blake, Allen | Trustee | Jul 2021 (5y) | GP / trustee / elected manager of Caprock Legacy Trust (indirect) | |
| Keiper, Paul, Wesley | Managing Director | Jul 2021 (5y) | Less than 5% | |
| Keeling, Erin, Kaye | Controller | Sep 2021 (5y) | Less than 5% | |
| Bianca, Megan | Chief Compliance Officer, Controller | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Caprock Legacy Trust | Member | Jul 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (7, $109M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| De Bison, Llc | Private Equity Fund | $30.8M | $0 | 8 |
| Defo Noonan, Lp | Private Equity Fund | $27.2M | $250K | 32 |
| Double Eagle Spirits Holdco, Llc | Private Equity Fund | $16.5M | $0 | 21 |
| De Veritas Holdings, Llc | Private Equity Fund | $13.3M | $0 | 6 |
| De Pob Holdco, Llc | Private Equity Fund | $11.0M | $0 | 2 |
| Enchanted Eagle Investments, Llc | Private Equity Fund | $8.6M | $0 | 11 |
| Double Eagle Seltzers Holdco, Llc | Private Equity Fund | $1.5M | $0 | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 2.6 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $806M (58% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗