EOS Management, L.P.
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
FINTRXOverview
EOS Management, L.P. is a manager that operates pooled investment vehicles with a blend of hedge fund and private equity strategies. The firm is structured as a limited partnership and has been SEC-registered since 2012. Its client base is institutional, and its fees combine an asset-based charge with performance-linked compensation. EOS serves as a sponsor and general partner for its funds and takes an active role in portfolio management for pooled vehicles. The firm identifies as an ESG investor, incorporating environmental, social, and governance considerations into its investment approach. EOS is not a dedicated capital allocator to external managers; rather, it functions primarily as an active manager and sponsor while also placing capital with third-party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Beth Bernstein
CFO and CCOCRD 1537310
Contacts
2 of 2Brian Young
Founding PartnerCRD 2576821
Steven Friedman
Founding PartnerCRD 1483489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$82.7M in ETFs
100%
$82.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $82.7M | 110,736 | 100.00% |
Location
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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