Overview
EOC Partners is an investment management firm with its principal place of business located in Houston
Texas. The Firm is a Delaware limited partnership founded in March 2022. The Firm is directly and/or
indirectly majority owned by Richard Punches. For more information about the Adviser and the principal
owners of the Firm, please review Schedule A and Schedule B of the Form ADV Part 1A.
EOC Partners serves as an investment manager and provides investment advisory or portfolio
management services on a discretionary basis to privately offered pooled investment vehicles (each, a
"Fund" or “Partnership” or, collectively, the "Funds" or “Partnerships”). The Funds are exempt from
registration as investment companies under the Investment Company Act of 1940, as amended (the “IC
Act”), in reliance upon one or more exclusions or exemptions thereunder.
The Funds are typically structured as limited partnerships and each has a general partner (or similar
persons or entities, each, a “General Partner” or collectively, the "General Partners"). Each General
Partner is an affiliate of EOC Partners.
EOC Partners provides investment advisory services or portfolio management services to the Funds based
on the particular investment objectives and strategies described in the
relevant Fund’s confidential
subscription document (“Subdoc”), limited partnership agreement (“LPA”) among the relevant General
Partner and the relevant Fund’s limited partners (“Limited Partners”) and other governing documents
(referred to collectively as “Offering Documents”).
The Adviser, through its clients (i.e. Funds), seeks to generate capital appreciation through direct and
indirect investments in the global energy industry. The Adviser’s advisory services to the Funds consist of
investment advice and other management and administrative services including investigating, structuring,
and negotiating the Funds’ potential investments, monitoring the performance of Portfolio Companies,
and advising the Funds as to disposition opportunities.
EOC Partners’ investment management and advisory services or portfolio management services to the
Funds are provided pursuant to the terms of the Offering Documents and investors in the Funds cannot
obtain services tailored to their individual specific needs.
EOC Partners does not participate in a wrap fee program.
As of December 31, 2023 EOC Partners manages approximately $1,008,709,351 in client assets on a
discretionary basis. EOC Partners does not manage any client’s assets on a non-discretionary basis.