EOC PARTNERS ADVISORS L.P.
Adviser information for EOC PARTNERS ADVISORS L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9 | $1.0B |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $1.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $1.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesCONSULTING FEE |
Identifiers
| SEC RIA File Number | 801-127568 |
|---|---|
| SEC ERA File Number | 801-127568 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321653 |
| Legal Entity Identifier | None |
Principal Office
1717 WEST LOOP SOUTHSUITE 1800
HOUSTON
TX
United States
Monday - Friday, 8AM-5PM
Tel: 713-828-0482, Fax: None
Websites
Chief Compliance Officer
KRISTIN MACKELVEY
CHIEF FINANCIAL OFFICER
1717 WEST LOOP SOUTH
SUITE 1800
HOUSTON
TX
United States
Tel:
817-690-9999
K****************@**************M
(Full email address available in API data)
Regulatory Contact
RICHARD PUNCHES
MANAGING MEMBER
1717 WEST LOOP SOUTH
SUITE 1800
HOUSTON
TX
United States
Tel:
713-828-0482
R**************@**************M
(Full email address available in API data)
Industry Affiliates
| EOC PARTNERS CO-INVEST GP - B LP | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS CO-INVEST GP - D LP | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS CO-INVEST GP - N LP | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS CO-INVEST GP - R LP | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS CO-INVEST GP - S LP | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS CO-INVEST GP - V LP | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS GP - A L.P. | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS GP - C L.P. | Sponsor, GP, manager of pooled investment vehicles |
| EOC PARTNERS GP - G LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EOC PARTNERS CO-INVEST FUND - B LP | Private Equity Fund | $25.1M | $0.0M | 16 |
| EOC PARTNERS CO-INVEST FUND - D LP | Private Equity Fund | $64.6M | $0.0M | 23 |
| EOC PARTNERS CO-INVEST FUND - N LP | Private Equity Fund | $56.0M | $0.1M | 16 |
| EOC PARTNERS CO-INVEST FUND - R LP | Private Equity Fund | $3.6M | $0.4M | 4 |
| EOC PARTNERS CO-INVEST FUND - S LP | Private Equity Fund | $0.0M | $0.1M | 15 |
| EOC PARTNERS CO-INVEST FUND - V LP | Private Equity Fund | $103.7M | $0.1M | 25 |
| EOC PARTNERS FUND - A L.P. | Private Equity Fund | $3.4M | $2.0M | 3 |
| EOC PARTNERS FUND - C L.P. | Private Equity Fund | $351.5M | $0.5M | 2 |
| EOC PARTNERS FUND - G LP | Private Equity Fund | $59.2M | $0.5M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ENERGY OPPORTUNITIES CAPITAL PARTNERS LLC | Domestic Entity | – | GENERAL PARTNER | 03/2022 | < 5% |
| PUNCHES, RICHARD, KNAPP | Individual | ENERGY OPPORTUNITIES CAPITAL PARTNERS LLC | MANAGING MEMBER | 03/2022 | > 75% |
| MACKELVEY, KRISTIN, EBY | Individual | – | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | 01/2023 | < 5% |
| PUNCHES, RICHARD, KNAPP | Individual | – | MANAGING PARTNER | 03/2022 | > 75% |
| FERSEN, NICHOLAS, CHRISTIE | Individual | ENERGY OPPORTUNITIES CAPITAL PARTNERS LLC | MANAGING MEMBER | 03/2022 | |
| FERSEN, NICHOLAS, CHRISTIE | Individual | – | MANAGING PARTNER | 03/2022 | 10-25% |