SourcingSourcing

EOS REAL ESTATE INVESTORS LLC

C25
CRD 290205·SEC 801-119182·NEW YORK, NY
AUM
$1.79B
$1B+
Est. Revenue
$17.9M
@ 1% on AUM
Est. EBITDA
$5.4M
@ 30% margin
Est. Deal Value
$43.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EOS REAL ESTATE INVESTORS LLC
CRD
290205
SEC file #
801-119182
EIN
000000000
DBA names
—

Economics

AUM
$1.79B
AUM band
$1B+
AUM trajectory
'21'26
$422.8M → $1.79B▲ +324%
Client mix
Pooled Investment Vehicles39

Operations

Employees (total)
26
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'21'26
10 advisors → 18 advisors▲ +80%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/eos-investors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EOS INVESTORS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
EOS INVESTORS LLC
BOT-MILLER, ROBIN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:eosreal.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001831075
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2020-11-05
Edgar Last Filing Date
2021-09-28
Edgar Form D Count
2
Edgar Form D Offerings
2021-09-282021-09-28 · 0001825223-21-000002
2020-11-052020-11-05 · 0001831075-20-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Wells Fargo60
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
65 EAST 55TH STREETNEW YORK, NY 10022
Business
65 EAST 55TH STREETNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2021-09-28 · 0001825223-21-000002
D2020-11-05 · 0001831075-20-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BOT-MILLER, ROBIN, MICHAEL
Executive Officer · 2.5%
5008228
REYNOLDS, TYLER, JAMES
Executive Officer · 2.5%
7319988
STROMBERG, EDWARD, GUSTAV
Executive Officer · 2.5%
5658338
WANG, JONATHAN, SCOTT
Executive Officer · 2.5%
4565302
WINTER, MARY, NMN
Executive Officer · 2.5%
7357368