# EOS Management, L.P.

> EOS Management, L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 158090
- Filed as: EOS MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158090
- AdvisorCensus page: https://advisorcensus.com/firm/eos-management-l-p-new-york-ny-158090

## Quick answers

**How is EOS Management, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), EOS Management, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is EOS Management, L.P. located?**
EOS Management, L.P.'s principal office is in New York, NY, according to its Form ADV.

**Is EOS Management, L.P. registered with the SEC or a state?**
EOS Management, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158090.

**How much does EOS Management, L.P. manage?**
EOS Management, L.P. reports $957,053,852 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have EOS Management, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for EOS Management, L.P.: Regulatory assets under management: $1,535,971,321 in the October 2021 data and $957,053,852 in the October 2026 data, down 38%. Total employees: 19 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does EOS Management, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does EOS Management, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158090

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $957,053,852
- Discretionary: $957,053,852
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $957,053,852 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 18 total, 11 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eospartners.com
- LinkedIn @EOS-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,535,971,321 | 19 | March 30, 2021 |
| October 2022 | $1,498,408,538 | 19 | March 30, 2022 |
| October 2023 | $1,427,272,221 | 19 | July 6, 2023 |
| October 2024 | $1,464,404,111 | 21 | August 26, 2024 |
| October 2025 | $969,488,062 | 20 | March 27, 2025 |
| October 2026 | $957,053,852 | 18 | March 31, 2026 |

Regulatory assets under management: $1,535,971,321 in the October 2021 data and $957,053,852 in the October 2026 data, down 38%.
Total employees: 19 in October 2021 and 18 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EOS Management, L.P. (CRD 158090): Form ADV filing data as of October 2026.