ESO MANAGEMENT SERVICES LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 165564
- Registered since
- October 5, 2017
- Website
- www.esofund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 1JAMES SOUSOULAS
Chief Financial OfficerCRD 7353346
Contacts
3 of 3STEPHEN ROBERTS
Managing PartnerCRD 6121118
SCOTT CHOU
Co-Founder and Managing PartnerCRD 6029489
JAMES LACKIE
DirectorCRD 6121120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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