|
⚲
|
| EOC Partners Advisors LP
✚
|
|
|---|---|
| CRD # | 321653 |
| SEC # | 801-127568 |
| CIK # | |
| AUM | $402.1 MM (2023-03-02) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 713-828-0482 |
| Address | 1717 West Loop South Houston, TX 77027 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | EOC Partners Co-Invest Fund - N LP | [2023-03-02] | 0.0 | 70.5 |
| PE | EOC Partners Co-Invest Fund - R LP | [2023-03-02] | 7.4 | 7.6 |
| PE | EOC Partners Co-Invest Fund - S LP | [2023-03-02] | 0.0 | 45.4 |
| PE | EOC Partners Fund - A LP | [2023-03-02] | 7.0 | 7.2 |
| PE | EOC Partners Fund - C LP | [2022-06-07] | 500.0 | 265.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 402.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 402.1 |
| By Discretionary | ||
| Discretionary | 5 | 402.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 402.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.1 | |
| Total | 5 | 402.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Richard Punches | 10 | ||
| Nicholas Fersen | 6 | ||
| Energy Opportunities Capital Partners LLC | 5 | ||
| EOC Partners Co-Invest GP - R LP | 1 | ||
| EOC Partners GP - C LP | 1 | ||
| EOC Partners GP - A LP | 1 | ||
| EOC Partners Co-Invest GP - S LP | 1 | ||
| EOC Partners Co-Invest GP - N LP | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Integrity Growth Partners LP
✚
|
CA | 0.4 |
|
Council Capital Funds Management LLC
✚
|
TN | 0.4 |
|
New Water Capital LP
✚
|
FL | 0.4 |
|
Broad Sky Partners LLC
✚
|
NY | 0.4 |
|
CCMP Growth Advisors LP
✚
|
NY | 0.4 |
|
Russia Partners Management LLC
✚
|
NY | 0.4 |
|
Blue Sage Services LP
✚
|
TX | 0.4 |
|
Silverview Credit Partners LP
✚
|
FL | 0.4 |
|
LEP Management LLC
✚
|
UT | 0.4 |
|
Next Coast Ventures LLC
✚
|
TX | 0.4 |