AUMdb

Eso Management Services Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 165564 · SEC file 801-111813 · San Mateo, CA · www.facebook.com
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$411M
Discretionary
$411M
Clients
5
Avg AUM / client
$82.1M
Accounts
5
Employees
17

AUM over time

$215M $587M
Sep 7, 2017 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 5 $411M 100.0%

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $412M combined gross assets

FundTypeDomicileGross assetsOwners
Eso Venture Fund V, Lp Venture Capital Fund Delaware $215M 204
Eso Venture Fund Iv, Lp Venture Capital Fund Delaware $95.6M 92
Eso Venture Fund Iii, Lp Venture Capital Fund Delaware $74.6M 97
Eso Venture Fund Ii, Lp Venture Capital Fund Delaware $23.5M 99
Eso Venture Fund, Lp Venture Capital Fund Delaware $2.8M 61

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Chou, Scott, Shouya Member And Managing Director May 2012 (14y) 25% – 50%
Lackie, James, Donald Member And Managing Director May 2012 (14y) 25% – 50%
Roberts, Stephen, Magee Member And Managing Director May 2012 (14y) 25% – 50%
Sousoulas, James, Michael Chief Financial Officer Dec 2020 (6y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (5, $412M gross assets)

FundTypeGross assetsMin. investmentOwners
Eso Venture Fund V, Lp Venture Capital Fund $215M $1.0M 204
Eso Venture Fund Iv, Lp Venture Capital Fund $95.6M $1.0M 92
Eso Venture Fund Iii, Lp Venture Capital Fund $74.6M $1.0M 97
Eso Venture Fund Ii, Lp Venture Capital Fund $23.5M $250K 99
Eso Venture Fund, Lp Venture Capital Fund $2.8M $250K 61

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 2.13 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗