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EOS REAL ESTATE INVESTORS LLC
CRD 290205File 801-119182
APPROVED
Custody
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.79B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Clients
39
39 accounts
Employees
26
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 29, 2020
- Principal office
- 444 MADISON AVENUE, 14TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-680-4160
- Website
- https://www.eosinvestors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.79B
- Discretionary AUM
- $1.79B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 39
- Non-discretionary accounts
- 0
- Total accounts
- 39
- AUM per client
- $45.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 39 | $1.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2026 | Clients | 38 | 39 | increased by1 |
| Apr 1, 2026 | AUM | $1,872,649,474 | $1,791,015,348 | decreased by$81,634,126 |
| Apr 1, 2026 | Accounts | 38 | 39 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 25 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 38 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,188,547,754 | $1,872,649,474 | increased by$684,101,720 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 38 | increased by12 |
| Apr 1, 2022 | Employees | 13 | 21 | increased by8 |
| Apr 1, 2022 | Clients | 17 | 26 | increased by9 |
| Apr 1, 2022 | AUM | $713,296,397 | $1,188,547,754 | increased by$475,251,357 |
| Apr 1, 2022 | Accounts | 17 | 26 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EOS REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EOS REAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.