SourcingSourcing

EOS MANAGEMENT, L.P.

C46
CRD 158090·SEC 801-74102·NEW YORK, NY
AUM
$957.1M
$500M-$1B
Est. Revenue
$9.6M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EOS MANAGEMENT, L.P.
CRD
158090
SEC file #
801-74102
EIN
260265006
DBA names
—

Economics

AUM
$957.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.54B → $957.1M▼ -38%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
18
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
13 advisors → 11 advisors▼ -15%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/eos-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRIEDMAN, STEVEN, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
FRIEDMAN, STEVEN, MICHAEL
YOUNG, BRIAN, DELISSER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:eosl.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001548882
Edgar Registered
Yes
Edgar Filing Count
63
Edgar First Filing Date
2012-05-09
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
61
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002048251-26-003716

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs36
Jpmorgan12
Northern Trust8
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
880 THIRD AVENUE, 15TH FLOORNEW YORK, NY 10022
Business
880 THIRD AVENUE, 15TH FLOORNEW YORK, NY 10022
Edgar EIN
260265006
Edgar Recent Filings
13F-HR2026-05-05 · 0002048251-26-003716
13F-HR/A2026-03-12 · 0002048251-26-001910
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1483489
Trust Company Affiliate
No

People (3)

3
FRIEDMAN, STEVEN, MICHAEL
Direct Owner · 62.5%
1483489
YOUNG, BRIAN, DELISSER
Direct Owner · 62.5%
2576821
BERNSTEIN, BETH, LEVINE
Executive Officer · 2.5%
1537310