EOS MANAGEMENT, L.P.

NEW YORK, New York·4 registered advisors·CRD# 158090

SEC# 801-741020212-832-5800

01

Firm Overview

AUM

$1.5B

Regulatory assets under management

Employees

21

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Retirement Planning

04

Advisors at EOS MANAGEMENT, L.P.

4 registered advisors

Beth Levine Bernstein

NEW YORK, New York

Brian Delisser Young

NEW YORK, New York

NEW YORK, New York

Steven Michael Friedman

NEW YORK, New York

05

Office Locations

NEW YORK, New York

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Data sourced from SEC Form ADV filings. EOS MANAGEMENT, L.P. (CRD# 158090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.