Eoc Partners Advisors L.P
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Overview
Eoc Partners Advisors L.P is an advisory company that has its headquarters in Houston, Texas. Eoc Partners Advisors L.P controls $402.1 million in total assets over five accounts, placing it among the larger firms in the country by assets under management (AUM). The company has a small group, including 5 financial advisors. Eoc Partners Advisors L.P is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, options and stocks.
Eoc Partners Advisors L.P manages all of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by an investment advisor without needing to seek the client's authorization. The investment advisory firm supervises about $80.4 million in assets for every account. An average financial advisor at Eoc Partners Advisors L.P manages about one client account, making it one of the most individualized advisor firms in the country.
The firm's main office is located at 1717 West Loop South, Houston, Texas 77027. It is legally registered to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eoc Partners Advisors L.P by the Numbers
$402.1 million
5
5
$80.4 million
Fee Structure
Fees charged by financial advisors usually are based on the type of services offered. However, fees charged by Eoc Partners Advisors L.P may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Eoc Partners Advisors L.P provides services to pooled investment vehicles. Out of its five customers, Eoc Partners Advisors L.P's largest client group is pooled investment vehicles. None of the company's customers are 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
Eoc Partners Advisors L.P does not have any disclosures.
Please visit its Form ADV for more details.
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