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Private equityFirmcandidate pe · candidatelower middle market

EOS Management, L.P.

Private Equity

New York, NY

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Search this name across graphsid dfx:pe:aab57e92-a799-4a4b-8413-301ff93d9bbd

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 15
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Eos Management, L.P.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

EOS MANAGEMENT, L.P.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 6
Vintages: 2019 to 2019
PE GAV, 2024 filing: $719Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.5B
Investments: 35
Active investments: 8
Size band: LOWER MIDDLE MARKETderivedproxy: $0.72bn Private Equity Fund GAV on the Form ADV filed 2024-08-26
Latest ADV filing: Aug 26, 2024
Employees (ADV): 21
Website: eospartners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
ECP Helios Partners III, L.P.	2019	Active deployment	Private Equity Fund	n/a	$64.8M
EOS Hyperion Partners, L.P.	2019	Active deployment	Private Equity Fund	n/a	$148M
EOS Hyperion Partners II, L.P.	2019	Mature	Private Equity Fund	n/a	$156M
ECP Helios Partners IV, L.P.	2019	Active deployment	Private Equity Fund	n/a	$351M
EOS Capital Partners III, L.P.	n/a	Wound down	Private Equity Fund	n/a	$27.9M
EOS Capital Partners IV, L.P.	n/a	Wound down	Private Equity Fund	n/a	$61.7M

Investments

Company	State	Role	Control	Invested	Exited	Status
Gulf Pacific	n/a	unknown	unknown	Jan 1, 2022	n/a	active
MetaSource, LLC	n/a	unknown	unknown	Jan 1, 2022	n/a	active
Consolidated Analytics	n/a	unknown	unknown	Jan 1, 2019	n/a	active
Legacy Supply Current	n/a	unknown	unknown	Jan 1, 2017	n/a	active
South Mill Champs	n/a	unknown	unknown	Jan 1, 2017	n/a	active
RCG Global Services	n/a	unknown	unknown	Jan 1, 2013	n/a	exited
Rms	n/a	unknown	unknown	Jan 1, 2013	n/a	exited
ProEnergy Services	n/a	unknown	unknown	Jan 1, 2012	n/a	exited
PetIQ, Inc.	n/a	unknown	unknown	Jan 1, 2012	n/a	exited
KeyImpact Sales and Systems	n/a	unknown	unknown	Jan 1, 2012	n/a	exited
ShelterPoint Life	n/a	unknown	unknown	Jan 1, 2011	n/a	exited
BeavEx	n/a	unknown	unknown	Jan 1, 2011	n/a	exited
Country Fresh, LLC	n/a	unknown	unknown	Jan 1, 2011	n/a	exited
Leaf Commercial Capital	n/a	unknown	unknown	Jan 1, 2011	n/a	exited
Summit Business Media	n/a	unknown	unknown	Jan 1, 2011	n/a	exited
Arbonne	n/a	unknown	unknown	Jan 1, 2009	n/a	exited
Select Staffing	n/a	unknown	unknown	Jan 1, 2009	n/a	exited
CCS Medical	n/a	unknown	unknown	Jan 1, 2009	n/a	exited
Penton Media	n/a	unknown	unknown	Jan 1, 2009	n/a	exited
Greenstar Services Corporation	n/a	unknown	unknown	Jan 1, 2007	n/a	exited
Addus	n/a	unknown	unknown	Jan 1, 2006	n/a	exited
Roadrunner Dawes	n/a	unknown	unknown	Jan 1, 2005	n/a	exited
VeraSun Energy	n/a	unknown	unknown	Jan 1, 2005	n/a	exited
Clean Earth	n/a	unknown	unknown	Jan 1, 2002	n/a	exited
Symtx	n/a	unknown	unknown	Jan 1, 2001	n/a	exited
Mc2	n/a	unknown	unknown	Jan 1, 1999	n/a	exited
Associated Building Services	n/a	unknown	unknown	Jan 1, 1999	n/a	exited
DDS Partners	n/a	unknown	unknown	Jan 1, 1997	n/a	exited
New Breed Logistics	n/a	unknown	unknown	Jan 1, 1997	n/a	exited
Dts	n/a	unknown	unknown	Jan 1, 1997	n/a	exited

Relationships

Employs (16)

→ Beth Levine BernsteinPersonChief Financial Officer, Chief Compliance Officer
Jun 1, 2007 to presentfactForm ADV, The subject's own site
→ Caitlin KerchnerPersonExecutive Assistant
factThe subject's own site
→ Linda MackPersonDirector of Human Resources
factThe subject's own site
→ Nicole GrossmanPersonSenior Accountant
factThe subject's own site
→ Matthew SternPersonChief Accounting Officer
factThe subject's own site
→ Marisa AaronPersonLegal Counsel and Director of Compliance
factThe subject's own site
→ Brian Delisser YoungPersonLimited Partner (Eos Management, L.P.)
Jun 1, 2007 to presentfactForm ADV, The subject's own site
→ Steven Michael FriedmanPersonLimited Partner (Eos Management, L.P.)
Jun 1, 2007 to presentfactForm ADV, The subject's own site
→ Mark FirstPersonPartner
factThe subject's own site
→ Brendan MoorePersonManaging Director
factThe subject's own site
→ Adam GruberPersonManaging Director
factThe subject's own site
→ Craig GottesmanPersonPrincipal
factThe subject's own site
→ Matthew YoungPersonVice President
factThe subject's own site
→ Marc Howard MichelPersonLimited Partner (Eos Sbic General Ii, L.P.)
Jul 1, 1997 to Mar 31, 2015inferenceForm ADV
→ Evan Roy SteenPersonManaging Member
Jun 1, 2013 to Jun 23, 2016inferenceForm ADV
→ Matthew Michael MeehanPersonMember
Jan 1, 2006 to Mar 28, 2014inferenceForm ADV

Invested in (35)

→ AddusCompanyunknown
Jan 1, 2006 to presentfactThe subject's own site
→ Greenstar Services CorporationCompanyunknown
Jan 1, 2007 to presentfactThe subject's own site
→ CCS MedicalCompanyunknown
Jan 1, 2009 to presentfactThe subject's own site
→ Penton MediaCompanyunknown
Jan 1, 2009 to presentfactThe subject's own site
→ Roadrunner DawesCompanyunknown
Jan 1, 2005 to presentfactThe subject's own site
→ VeraSun EnergyCompanyunknown
Jan 1, 2005 to presentfactThe subject's own site
→ SymtxCompanyunknown
Jan 1, 2001 to presentfactThe subject's own site
→ Clean EarthCompanyunknown
Jan 1, 2002 to presentfactThe subject's own site
→ DDS PartnersCompanyunknown
Jan 1, 1997 to presentfactThe subject's own site
→ PacerCompanyunknown
Jan 1, 1997 to presentfactThe subject's own site
→ Discover How We InvestCompanyunknown
factThe subject's own site
→ Meet the TeamCompanyunknown
factThe subject's own site
→ Who We AreCompanyunknown
factThe subject's own site
→ New Breed LogisticsCompanyunknown
Jan 1, 1997 to presentfactThe subject's own site
→ Associated Building ServicesCompanyunknown
Jan 1, 1999 to presentfactThe subject's own site
→ DtsCompanyunknown
Jan 1, 1997 to presentfactThe subject's own site
→ Providence Service CorporationCompanyunknown
Jan 1, 1997 to presentfactThe subject's own site
→ Gulf PacificCompanyunknown
Jan 1, 2022 to presentfactThe subject's own site
→ MetaSource, LLCCompanyunknown
Jan 1, 2022 to presentfactThe subject's own site
→ Consolidated AnalyticsCompanyunknown
Jan 1, 2019 to presentfactThe subject's own site
→ Legacy Supply CurrentCompanyunknown
Jan 1, 2017 to presentfactThe subject's own site
→ South Mill ChampsCompanyunknown
Jan 1, 2017 to presentfactThe subject's own site
→ ProEnergy ServicesCompanyunknown
Jan 1, 2012 to presentfactThe subject's own site
→ ShelterPoint LifeCompanyunknown
Jan 1, 2011 to presentfactThe subject's own site
→ PetIQ, Inc.Companyunknown
Jan 1, 2012 to presentfactThe subject's own site
→ RCG Global ServicesCompanyunknown
Jan 1, 2013 to presentfactThe subject's own site
→ RMSCompanyunknown
Jan 1, 2013 to presentfactThe subject's own site
→ BeavExCompanyunknown
Jan 1, 2011 to presentfactThe subject's own site
→ ArbonneCompanyunknown
Jan 1, 2009 to presentfactThe subject's own site
→ Country Fresh, LLCCompanyunknown
Jan 1, 2011 to presentfactThe subject's own site
and 5 more

Manages (6)

→ EOS Hyperion Partners, L.P.FundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ EOS Capital Partners IV, L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ ECP Helios Partners IV, L.P.FundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ ECP Helios Partners III, L.P.FundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ EOS Hyperion Partners II, L.P.FundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ EOS Capital Partners III, L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV

Owns (1)

← EOS Management (GP), LLCFirmGeneral Partner (Eos Management, L.P.)
Jun 1, 2007 to presentfactForm ADV

Dated events

8 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 23, 2016
Person left
Evan Roy Steen (Managing Member) no longer on Schedule A of EOS Management, L.P.
Form ADVobserved 5 days ago
Occurred
Mar 31, 2015
Person left
Marc Howard Michel (Limited Partner (Eos Sbic General Ii, L.P.)) no longer on Schedule A of EOS Management, L.P.
Form ADVobserved 5 days ago
Occurred
Mar 28, 2014
Person left
Matthew Michael Meehan (Member) no longer on Schedule A of EOS Management, L.P.
Form ADVobserved 5 days ago
Occurred
Jun 1, 2013
Person joined
Evan Roy Steen joined Schedule A of EOS Management, L.P. as Managing Member
Form ADVobserved 5 days ago
Occurred
Feb 14, 2012
Adviser first adv filing
EOS Management, L.P. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Jan 1, 2006
Person joined
Matthew Michael Meehan joined Schedule A of EOS Management, L.P. as Member
Form ADVobserved 5 days ago
Occurred
Jul 1, 1997
Person joined
Marc Howard Michel joined Schedule A of EOS Management, L.P. as Limited Partner (Eos Sbic General Ii, L.P.)
Form ADVobserved 5 days ago

Show 8 bookkeeping events

Occurred
Mar 30, 2020
Fund 805-1470602943 no longer reported on Form ADV by EOS Management, L.P.
Occurred
Mar 30, 2020
Fund 805-2320917030 no longer reported on Form ADV by EOS Management, L.P.
Occurred
Mar 29, 2019
ECP Helios Partners IV, L.P. first reported on Form ADV by EOS Management, L.P. (Private Equity Fund), GAV $254,813,038
Occurred
Mar 29, 2019
ECP Helios Partners III, L.P. first reported on Form ADV by EOS Management, L.P. (Private Equity Fund), GAV $64,699,912
Occurred
Mar 29, 2019
EOS Hyperion Partners, L.P. first reported on Form ADV by EOS Management, L.P. (Private Equity Fund), GAV $147,346,893
Occurred
Mar 29, 2019
EOS Hyperion Partners II, L.P. first reported on Form ADV by EOS Management, L.P. (Private Equity Fund), GAV $82,904,032
Occurred
Feb 14, 2012
EOS Capital Partners IV, L.P. first reported on Form ADV by EOS Management, L.P. (Private Equity Fund), GAV $445,961,997
Occurred
Feb 14, 2012
EOS Capital Partners III, L.P. first reported on Form ADV by EOS Management, L.P. (Private Equity Fund), GAV $168,117,334

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Beth Levine Bernstein (Chief Financial Officer, Chief Compliance Officer), Caitlin Kerchner (Executive Assistant), Linda Mack (Director of Human Resources), Nicole Grossman (Senior Accountant), Matthew Stern (Chief Accounting Officer), Marisa Aaron (Legal Counsel and Director of Compliance), Brian Delisser Young (Limited Partner (Eos Management, L.P.)), Steven Michael Friedman (Limited Partner (Eos Management, L.P.)), Mark First (Partner), Brendan Moore (Managing Director), Adam Gruber (Managing Director), Craig Gottesman (Principal).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan