Investment adviser · CRD 321653

EOC PARTNERS ADVISORS L.P.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$2.37B
Form ADV · Item 5.F
Client accounts
13
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles13$2,366,895,694100.0%
Filing source

Form ADV 2081417 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

17 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EOC PARTNERS FUND LPPrivate Equity Fund · Last reported Mar 31, 2026$280MGross asset value

Form D fundraising filings

EOC PARTNERS FUND LP

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian WHITLEY PENN LLP HOUSTON, Texas, United States Related to adviser: No
Marketer BA SECURITIES, LLC W. CONSHOHOCKEN, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

BA SECURITIES, LLC
CRD 153489 · SEC 8-68545

Fund details & source
Fund ID
805-9846201939
Reported beneficial owners
26
Minimum commitment
$35K
Form D file number
021-532228

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EOC PARTNERS FUND - C L.P.Private Equity Fund · Last reported Mar 31, 2026$237MGross asset value

Form D fundraising filings

EOC Partners Fund - C L.P.

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-8909364827
Reported beneficial owners
2
Minimum commitment
$195M
Form D file number
021-439647

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EOC PARTNERS CO-INVEST FUND - F LPPrivate Equity Fund · Last reported Mar 31, 2026$137MGross asset value

Form D fundraising filings

EOC PARTNERS CO-INVEST FUND - F LP

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-9633132028
Reported beneficial owners
3
Minimum commitment
$644K
Form D file number
021-521306

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EOC PARTNERS FUND - G LPPrivate Equity Fund · Last reported Mar 31, 2026$85.5MGross asset value

Form D fundraising filings

EOC PARTNERS FUND - G LP

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-1426200476
Reported beneficial owners
2
Minimum commitment
$160M
Form D file number
021-491903

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EOC PARTNERS CO-INVEST FUND - V LPPrivate Equity Fund · Last reported Mar 31, 2026$84.9MGross asset value

Form D fundraising filings

EOC PARTNERS CO-INVEST FUND - V LP

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-1788092681
Reported beneficial owners
25
Minimum commitment
$50K
Form D file number
021-476678

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EOC PARTNERS CO-INVEST FUND - K LPPrivate Equity Fund · Last reported Mar 31, 2026$57.6MGross asset value

Form D fundraising filings

EOC PARTNERS CO-INVEST FUND - K LP

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-6341968569
Reported beneficial owners
2
Minimum commitment
$65M
Form D file number
021-536217

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EOC PARTNERS FUND - C II LPPrivate Equity Fund · Last reported Mar 31, 2026$48.1MGross asset value

Form D fundraising filings

EOC Partners Fund - C II LP

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-2388110582
Reported beneficial owners
2
Minimum commitment
$500M
Form D file number
021-559520

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1717 WEST LOOP SOUTH, SUITE 1800
HOUSTON, TX, 77027, United States

CRD 321653

Filing source

Form ADV 2081417 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.