EOS Management, L.P.

RIASEC Registered

Total AUM

$957M

Discretionary

$957M

100% of AUM

Avg account

$120M

Accounts

8

Employees

18

Advisory reps

3

Firm details

Headquarters: New York, New York
CRD number: 158090
Registered since: March 23, 2012
Website: eospartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

EOS Management, L.P. is a limited partnership that operates as a multifaceted fund manager combining hedge fund and private equity strategies. The firm is registered with the SEC (registration year 2012) and primarily serves institutional clients through portfolio management of pooled investment vehicles. EOS earns fees as a percentage of assets under management and through performance-based compensation. The firm reports active ESG investing and functions as sponsor/GP/managing member of pooled vehicles, indicating it both manages funds and takes on sponsor roles rather than acting solely as an allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$84.5M in ETFs

Passive

100%

$84.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$84.5M	110,736	100.00%

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 880 3rd Ave
Time zone: ET (UTC-5)
Office locations

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