EOC PARTNERS ADVISORS L.P.

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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 6 20.00%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 4/4/2023
Other registrations (2)
Former registrations

EOC PARTNERS ADVISORS L.P.

AUM* 1,008,790,351 150.88%
of that, discretionary 1,008,790,351 150.88%
Private Fund GAV* 667,122,436 68.35%
Avg Account Size 112,087,817 39.38%
SMA’s No
Private Funds 9 4
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
402M 345M 287M 230M 172M 115M 57M
2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$667,122,436

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Brochure Summary

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.