Eagle Global L.P. – Company Whitepaper

Table of Contents

1. Company Overview
2. Investment Strategy Framework
3. Products and Services
4. Regulatory Information
5. Investor Suitability Statement
6. Compliance and Legal Disclaimer
7. Client Rights and Responsibilities
8. Contact Information

1. Company Overview

Eagle Global L.P., established in Delaware, USA, is a limited partnership private fund with operations based in Princeton, New Jersey. It is managed by Eagle Trading Systems Inc., headquartered in Princeton, New Jersey.

• Established: 1993 (parent company Eagle Trading Systems has been active in financial markets since then)
• Regulatory Status:
  • Registered as a CTA (Commodity Trading Advisor) and CPO (Commodity Pool Operator) with the U.S. Commodity Futures Trading Commission (CFTC)
  • Member of the National Futures Association (NFA)
  • Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC)
• Digital Investment Platforms: E-G P/L, Eagle-G, EGPRO, and EG Trades provide customized asset management technology solutions, supporting advisors in building branded and scalable investment portfolios for clients.

2. Investment Strategy Framework

• Quantitative Models: Algorithmic, data-driven models executing cross-asset strategies
• Programmatic Trading: Automated execution to minimize human intervention
• Diversified Asset Coverage: Commodities, FX, derivatives, ETFs, and more
• Risk Control: Dynamic position adjustments, stop-loss settings, and hedging strategies
• Capital Management: Strict position discipline; single-trade risk capped at 5% of total capital
• Conditional Orders: Multi-criteria execution instructions based on market conditions

3. Products and Services

• Platforms including E-G P/L, Eagle-G, EGPRO, and EG Trades offer digital advisory and portfolio management tools, enabling advisors to customize investment portfolios for clients.
• A core feature is Conditional Orders, which allow investors to pre-define trading conditions. Orders are executed automatically once market prices or rules are met.

4. Regulatory Information

The firm publicly discloses Form CRS (Client Relationship Summary) on the SEC platform, outlining its services and risk disclosure obligations.

5. Investor Suitability Statement

Our services are intended for qualified investors with sufficient investment experience and the ability to bear market risks. Clients must complete a risk tolerance assessment to ensure the suitability of our services for their investment profile.

6. Compliance and Legal Disclaimer

Eagle Global L.P. strictly complies with SEC regulations and all other applicable laws to safeguard client privacy and the security of client assets.

This whitepaper is intended solely for qualified investors. It does not constitute an offer, solicitation, or recommendation to buy or sell any security. All investments involve risks, and investors should exercise caution.

7. Client Rights and Responsibilities

• Clients have the right to receive clear information about our services and fees.
• Clients are responsible for providing accurate details about their investment objectives and risk tolerance.
• For any inquiries, clients may contact their relationship manager or account representative.

8. Contact Information