EOC PARTNERS ADVISORS L.P.

RIASEC RegisteredEst. 2023
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$182M
Accounts
13
Employees
7
Advisory reps
3

Firm details

Headquarters
HOUSTON, Texas
CRD number
321653
Registered since
April 4, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • KRISTIN MACKELVEY

    Managing Director, Chief Financial Officer and Chief Compliance OfficerCRD 6025500

Contacts

2 of 2
  • RICHARD PUNCHES

    Managing PartnerCRD 4219372

  • NICHOLAS FERSEN

    Managing PartnerCRD 5754412

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth