First Eagle Investment Management
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13+2 YoYRank #1144 of mapped providers
Assets under administration$9.2B0.0%Market share · rank #1267
Fees received$712,793Median $29,685/planSum across Schedule C direct + indirect
Net wins YoY+44 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical First Eagle Investment Management plan look like?
Service mix · median fees per plan
Count of plans where First Eagle Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Direct payment from the planCode 28 | 10 | $28,583 | |
Investment management; Custodial (securities)Code 19 | 1 | $0 | |
Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the planCode 50 | 1 | $47,041 | |
Investment management fees paid directly by planCode 51 | 1 | $35,276 |
Competitor overlap
Percent of First Eagle Investment Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under First Eagle Investment Management.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | ARA Core Property Fund | $683M |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | HedgeServ | $357M |
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | Carday Associates | $146M |
SHEET METAL WORKERS LOCAL UNION NO. 32 PENSION TRUST FUNDFL · 596152610-001 | JOHNSTON ASSET MANAGEMENT | $59M |
Plans lost in 2024
Appeared last year under First Eagle Investment Management; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $273,185 | 10y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $42,969 | 1y | - |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | $452M | 5,492 | $0 | 10y | - |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | $357M | 11,610 | $27,480 | 4y | - |
LABORERS LOCAL UNION NO. 158 PENSION FUNDPA · 236580323-001 | $247M | 5,499 | $93,830 | 10y | - |
TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUSTNY · 136580055-001 | $209M | 1,852 | $92,681 | 2y | - |
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | $146M | 4,494 | $29,685 | 4y | - |
MASSACHUSETTS MEDICAL SOCIETYMA · 042050773-001 | $141M | 449 | $35,276 | 10y | - |
BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLANWA · 526148924-001 | $127M | 886 | $47,041 | 2y | - |
BOARD OF TRUSTEESNY · 136146226-001 | $88M | 1,163 | $23,181 | 2y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into First Eagle Investment Management.
- CETERA ADVISOR NETWORKS (F.K.A./FI
- CETERA ADVISOR NETWORKS INS SER
- CETERA ADVISOR NETWORKS INS SVC LLC
- CETERA ADVISOR NETWORKS INS SVCS
- CETERA ADVISOR NETWORKS INS SVCS LL
- FIRST EAGLE INV. MGMT LLC
- FIRST EAGLE INVESTMENT MANAGEMENT
- FIRST EAGLE INVESTMENT MANAGEMENT L
- FIRST EAGLE INVESTMENT MANAGEMENT,
- FIRST EAGLE INVESTMENT MGMT LLC
- FIRST EAGLE INVESTMENT MGMT, LLC
- FIRST EAGLE INVESTMENT MGT, LLC
- FIRST EAGLE INVESTMENTS
- FIRST EALGE
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for First Eagle Investment Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with First Eagle Investment Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on First Eagle Investment Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Bredhoff & Kaiser PLLC | 2 | 15.4% |
| O'Donoghue & O'Donoghue LLP | 2 | 15.4% |
| Arnall Golden Gregory LLC | 1 | 7.7% |
| Beeson Tayer & Bodine | 1 | 7.7% |
| Buchanan Ingersoll & Rooney PC | 1 | 7.7% |
| Cohen Weiss & Simon LLP | 1 | 7.7% |
| Colleran O'Hara & Mills LLP | 1 | 7.7% |
| DLA Piper | 1 | 7.7% |
| EPSTEIN BECKER & GREEN | 1 | 7.7% |
| Fabian & Byrn LLC | 1 | 7.7% |