EOS VENTURE PARTNERS
EOS VENTURE PARTNERS (INVESTMENT ADVISER) INC Legal Name
Adviser information for EOS VENTURE PARTNERS last updated from Form ADV on March 26th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-127006 |
|---|---|
| SEC ERA File Number | 802-127006 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319182 |
| Legal Entity Identifier | None |
Principal Office
8TH FLOOR, 1 FLEET PLLONDON
United Kingdom
Monday - Friday, 9:00AM - 6:00PM EST
Tel: 610-585-0285, Fax: N/A
Chief Compliance Officer
JONATHAN KALMAN
8TH FLOOR, 1 FLEET PL
LONDON
United Kingdom
Tel:
16105850285
Fax:
N/A
J*******@*********************M
(Full email address available in API data)
Industry Affiliates
| EOS VENTURE PARTNERS | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EVP II LP | Venture Capital Fund | $71.0M | $0.1M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EOS VENTURE PARTNERS | Foreign Entity | – | SHAREHOLDER | 12/2021 | > 75% |
| KALMAN, JONATHAN, MEAD | Individual | – | DIRECTOR | 12/2021 | 25-50% |
| Evans, Sam | Individual | EOS VENTURE PARTNERS | DIRECTOR | 11/2016 | 25-50% |
| Bauer-Schlichtegroll, Carl | Individual | EOS VENTURE PARTNERS | DIRECTOR | 11/2016 | 25-50% |
| Powell, Zach | Individual | – | DIRECTOR | 04/2022 | 25-50% |