ESO MANAGEMENT SERVICES LLC

RIASEC RegisteredEst. 2017
Total AUM
$411M
Discretionary
$411M
100% of AUM
Avg account
$82.1M
Accounts
5
Employees
17
Advisory reps
4

Firm details

Headquarters
SAN MATEO, California
CRD number
165564
Registered since
October 5, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ESO Management Services LLC is an investment adviser structured as an owner-operated limited liability company that focuses on managing pooled investment vehicles for institutional clients. The firm is registered with the SEC and classifies itself as a venture capital manager; it acts as sponsor, general partner and managing member of the pooled vehicles it runs rather than acting purely as a passive allocator. ESO charges a combination of percentage-of-assets fees and performance-based fees, indicating a traditional VC/PE economics mix of management fees and carried interest. The firm does not identify as an active ESG investor. Advisory activity is concentrated on portfolio management for pooled funds. ESO’s client base is institutional and concentrated—its advisory model centers on running a small number of funds and managing investor relationships within those vehicles.

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
  • JAMES SOUSOULAS

    Chief Financial OfficerCRD 7353346

Contacts

3 of 3
  • STEPHEN ROBERTS

    Managing PartnerCRD 6121118

  • SCOTT CHOU

    Co-Founder and Managing PartnerCRD 6029489

  • JAMES LACKIE

    DirectorCRD 6121120

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
635 Mariners Island Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth