|
⚲
|
| EOC Partners Advisors LP
✚
|
|
|---|---|
| CRD # | 321653 |
| SEC # | 801-127568 |
| CIK # | |
| AUM | $2.4 B (2026-03-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 713-828-0482 |
| Address | 1717 West Loop South Houston, TX 77027 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | EOC Partners Co-Invest Fund - K LP | [2026-03-31] | 10.0 | 57.6 |
| PE | EOC Partners Fund - C II LP | [2026-03-31] | 0.0 | 48.1 |
| PE | EOC Partners Fund - G II LP | [2026-03-31] | 0.0 | 48.0 |
| PE | EOC Partners Co-Invest Fund - E LP | [2025-03-27] | 0.0 | 34.4 |
| PE | EOC Partners Co-Invest Fund - F LP | [2025-03-27] | 99.5 | 136.7 |
| PE | EOC Partners Co-Invest Fund - H LP | [2025-03-27] | 0.0 | 29.9 |
| PE | EOC Partners Co-Invest Fund - M LP | [2025-03-27] | 0.0 | 0.0 |
| PE | EOC Partners Fund LP | [2025-03-27] | 395.0 | 280.4 |
| PE | EOC Partners Co-Invest Fund - B LP | [2024-03-28] | 0.0 | 0.0 |
| PE | EOC Partners Co-Invest Fund - D LP | [2024-03-28] | 0.0 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 2.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 2.4 |
| By Discretionary | ||
| Discretionary | 13 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 13 | 2.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Punches | 27 | 2 | ||
| Nicholas Fersen | 23 | 2 | ||
| Energy Opportunities Capital Partners LLC | 21 | 2 | ||
| EOC Partners Co-Invest GP - R LP | 1 | 1 | ||
| EOC Partners Co-Invest GP - H LP | 1 | 1 | ||
| EOC Partners Co-Invest GP - D LP | 1 | 1 | ||
| EOC Partners Co-Invest GP - M LP | 1 | 1 | ||
| EOC Partners GP - C LP | 1 | 1 | ||
| EOC Partners GP - A LP | 1 | 1 | ||
| EOC Partners GP - G II LP | 1 | 1 | ||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Align Capital Partners LP
✚
|
OH | 2.4 |
|
Digital Alpha Advisors LLC
✚
|
NV | 2.4 |
|
Yellow Wood Partners LLC
✚
|
MA | 2.4 |
|
SCF Partners Inc
✚
|
TX | 2.4 |
|
New 2nd Capital Advisors LP
✚
|
NY | 2.4 |
|
Empros Capital LLC
✚
|
CA | 2.3 |
|
Everside Capital Partners LLC
✚
|
NY | 2.3 |
|
CIVC Partners LP
✚
|
IL | 2.3 |
|
PPC Enterprises LLC
✚
|
NY | 2.3 |
|
Revelation Capital Management LLC
✚
|
CA | 2.3 |