EOS VENTURE PARTNERS (INVESTMENT ADVISER) INC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
319182
Registered since
November 8, 2022

Firm profile

FINTRX

Overview

EOS Venture Partners (Investment Adviser) Inc operates as a boutique adviser focused on pooled venture capital vehicles. The firm is organized as a corporation and became SEC-registered in 2022. Its regulatory profile and product mix indicate the business centers on managing collective investment vehicles rather than providing broad retail wealth-management or multi-asset advisory services. The adviser is not flagged as an active ESG investor and is not set up as a multi-state retail adviser, which aligns with a narrow institutional/private-fund orientation. The firm’s ownership structure is listed as a mix of a foreign entity and individual ownership, and it is classified in public records as unclassified. It is not categorized as a capital allocator, pension consultant, or related adviser, which reinforces that its primary role is fund management and fund-level advisory work rather than fiduciary capital allocation for external balance-sheet clients.

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

Contacts

1 of 1
  • Zach Powell

    General PartnerCRD 7657118

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

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
301 Arizona Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth