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 06/30/19. The fund's latest filing disclosed 305MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 06/30/19. The fund's latest filing disclosed 305MM in positions, representing 19% of the manager's regulatory AUM.
EOS MANAGEMENT LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EOS MANAGEMENT LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ADUS | 42.59% | Health | 10.04% | 3.33% | 6 | 4% | ||
| PETQ | 37.56% | Health | -28.98% | -11.97% | 3 | 5% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
EOS MANAGEMENT LP Portfolio Concentration
EOS MANAGEMENT LP Location
320 PARK AVE
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
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: http://www.eospartners.com
Fax Number: 212-832-5815
Website: http://www.eospartners.com
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