EOS MANAGEMENT, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 158090
- Registered since
- March 23, 2012
- Website
- www.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 limited partnership formed and SEC-registered in 2012 that operates as a multifaceted alternative manager, combining hedge fund and private equity strategies. Its client base is institutional, and its advisory activity focuses on portfolio management for pooled investment vehicles. The firm acts as sponsor, general partner and managing member of the pooled vehicles it runs, and its fee model includes both a percentage of assets under management and performance-based fees. EOS Management identifies as an active ESG investor, which appears to be a consideration across its investment selection and vehicle management.
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 1BETH 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
$72M in ETFs
100%
$72M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $72M | 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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