Eso Management Services LLC
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Overview
Eso Management Services LLC is an advisory company based in San Mateo, California. Eso Management Services LLC oversees $483.9 million in assets throughout five accounts, making it one of the larger firms in the United States by assets under management (AUM). The firm has a small group, including 17 financial advisors. Eso Management Services LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like options, bonds and stocks.
Eso Management Services LLC administers all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell choices for the client's account without needing to seek client consent. The company's average account size is $96.8 million. An average financial advisor at Eso Management Services LLC administers fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is located at 635 Mariners Island, San Mateo, California 94404. The firm is legally permitted to serve clients across a few states, including California and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eso Management Services LLC by the Numbers
$483.9 million
17
5
$96.8 million
Fee Structure
Financial advisory fees typically depend on the financial services offered. However, fees charged by the company likely are comprised of some combination of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Eso Management Services LLC provides services to pooled investment vehicles. Out of its five customers, Eso Management Services LLC's largest client type by number of accounts is pooled investment vehicles. None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Eso Management Services LLC does not have any disclosures.
Please visit its Form ADV for more details.
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