EOS Real Estate Investors LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$45.9M
Accounts
39
Employees
26
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
290205
Registered since
July 29, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

EOS Real Estate Investors LLC is a limited liability company registered with the SEC in 2020 that operates as a real estate fund sponsor and manager. The firm serves an institutional client base and acts as sponsor, general partner, and managing member of pooled investment vehicles; it also performs portfolio management for those pooled vehicles and is registered as a commodity pool operator/commodity trading advisor. Its fee mix includes asset-based fees, fixed fees and performance-based fees, which aligns with a manager that sponsors and runs closed-end or pooled real estate strategies rather than acting strictly as an allocator or sub-advisor. The firm is not identified as an active ESG investor and is not set up as a multi-state adviser in the source filing.

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

3 of 3
  • Robin Bot-miller

    Robin Bot-miller

    Chief Operating OfficerCRD 5008228

  • Tyler Reynolds

    Tyler Reynolds

    Managing Director, Chief Compliance OfficerCRD 7319988

  • Edward Stromberg

    Edward Stromberg

    Chief Legal OfficerCRD 5658338

Contacts

1 of 1
  • Jonathan Wang

    Jonathan Wang

    FounderCRD 4565302

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

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
444 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth