EOC PARTNERS ADVISORS L.P.
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 321653
- Registered since
- April 4, 2023
- Website
- www.eocpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
EOC Partners Advisors L.P. is a limited partnership that operates as an adviser and sponsor of pooled investment vehicles with an institutional client base. The firm’s advisory activity centers on managing private funds—acting as sponsor, general partner and managing member for those vehicles—rather than providing retail wealth management. Its business model combines percentage-of-AUM fees with performance-based compensation and other fee arrangements, aligning incentives with fund performance. The adviser is not positioned as an active ESG investor and does not present as a multistate advisory platform. Investment focus is concentrated on closed‑end private fund strategies. Given the firm’s role as a sponsor/GP, capital deployment decisions emphasize sourcing and structuring private transactions, fund-level portfolio construction, and managing investor relationships for institutional limited partners.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KRISTIN MACKELVEY
Managing Director, Chief Financial Officer and Chief Compliance OfficerCRD 6025500
Contacts
2 of 2RICHARD PUNCHES
Managing PartnerCRD 4219372
NICHOLAS FERSEN
Managing PartnerCRD 5754412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1717 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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