EOS MANAGEMENT LP Overview

Eos Management Lp is a hedge fund that manages 1.6 BN dollars in regulatory AUM and has 24 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/12 to 09/30/16. The fund's latest filing disclosed 153MM in positions, representing 9% of the manager's regulatory AUM.

EOS MANAGEMENT LP StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EOS MANAGEMENT LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ADUS 66.5% Health 29.87% 23.16% 41 3%
SPY 12.69% ETF 3.84% 0% 0 29%
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FEATURED IN
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EOS MANAGEMENT LP Founders and Key Employees

Name Title In Position Since
Steven M. Friedman Limited Partner (Eos Management, L.P.) June-2007
Brian D. Young Limited Partner (Eos Management, L.P.) June-2007
Beth L. Bernstein Chief Financial Officer, Chief Compliance Officer June-2007
Steven M. Friedman Limited Partner (Eco Management, L.P.) August-2005
Brian D. Young Limited Partner (Eco Management, L.P.) August-2005
Steven M. Friedman Managing Member (Eco General, L.L.C.) March-2004
Steven M. Friedman Limited Partner (Ecp General Iii, L.P.) June-2004
Steven M. Friedman Limited Partner (Ecp General Iv, L.P.) February-2007
Steven M. Friedman Managing Member (Ecr General, L.L.C.) January-2006
Steven M. Friedman Managing Member (Eos General, L.L.C.) December-1999
Brian D. Young Managing Member (Eco General, L.L.C.) March-2004
Brian D. Young Limited Partner (Ecp General Iii, L.P.) June-2004
Brian D. Young Limited Partner (Ecp General Iv, L.P.) February-2007
Brian D. Young Managing Member (Ecr General, L.L.C.) January-2006
Brian D. Young Managing Member (Eos General, L.L.C.) December-1999
Steven M. Friedman Limited Partner (Eos Focused Equity Management, L.P.) June-2013
Brian D. Young Limited Partner (Eos Focused Equity Management, L.P.) June-2013
Steven M. Friedman Managing Member (Efe General Partner L.L.C.) June-2013
Brian D. Young Managing Member (Efe General Partner L.L.C.) June-2013
Evan R. Steen Limited Partner (Eos Focused Equity Management, L.P.) June-2013
Evan R. Steen Managing Member (Efe General Partner L.L.C.) June-2013
Marc H. Michel Limited Partner (Eos Sbic General Ii, L.P.) July-1997

EOS MANAGEMENT LP Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

EOS MANAGEMENT LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Item 8.A INVESTMENT STRATEGIES AND METHODS OF ANALYSIS

It should be noted that references to Eos in this item refer to the relevant Eos investment manager (and may also include references to the relevant Fund’s general partner).

Eos Partners:

The Fund was organized to invest in private investments and marketable securities. Private investments include equity capital for acquisition transactions and equity capital to finance growth. In particular, investments are generally made in the following portfolio companies:

 Management-Led Buyouts. Businesses undergoing significant changes in ownership, subsidiary divestitures, management buyouts or recapitalizations where Eos believes the issuer will have the capital and other resources critical to the issuer’s ability to achieve its long-term strategic plan.

 Recapitalization...
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EOS MANAGEMENT LP Portfolio Concentration

EOS MANAGEMENT LP Location

320 PARK AVE
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

EOS MANAGEMENT LP Contact Information

Phone Number: 212-832-5800
Fax Number: 212-832-5815
Website:

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