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ESO MANAGEMENT SERVICES LLC
CRD 165564 · SEC 801-111813
635 MARINERS ISLAND, SUITE 204, SAN MATEO, CA, 94404, United States
Phone
650-262-6670
Fax
650-362-2174
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$410.6M
Discretionary AUM
$410.6M
Team
17 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $410.6M |
States served
CA, TN
All web addresses on file
Official SEC filing: View on IAPD