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Eso Management Services LLC

● SEC registered since 2017CRD 165564SEC# 801-111813San Mateo, CA
Export (members)
Ranks #4,179 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$410.6M
Fund GAV
$410.6M
Private funds
5
Employees
17
Accounts
5
Location
San Mateo, CA

Eso Management Services LLC assets under management

Eso Management Services LLC is an SEC-registered investment adviser based in San Mateo, CA. The firm has been registered since 2017. It reports $410.6 million in regulatory assets under management and employs 17 people. Eso Management Services LLC manages 5 private funds with combined gross assets of $410.6 million, including Eso Venture Fund V, LP. By regulatory assets, it ranks 4,179 of 6,004 private fund managers.

Eso Management Services LLC private funds

5 funds · $410.6M GAV
FundTypeGross assetsMin.
Eso Venture Fund V, LPVenture Capital$223.2M$1M
Eso Venture Fund IV, LPVenture Capital$72.3M$1M
Eso Venture Fund III, LPVenture Capital$54.8M$1M
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Eso Management Services LLC owners & executives

5 reported
NameTitleOwnershipSince
James Donald Lackie ControlMember And Managing Director25-50%2012
James Michael Sousoulas ControlChief Compliance OfficerUnder 5%2020
James Michael Sousoulas ControlChief Financial OfficerUnder 5%2020
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Frequently asked questions

How much does Eso Management Services LLC manage?

Eso Management Services LLC reports $410.6 million in regulatory assets under management on its Form ADV.

How many private funds does Eso Management Services LLC manage?

Eso Management Services LLC manages 5 private funds with combined gross assets of $410.6 million.

How many employees does Eso Management Services LLC have?

Eso Management Services LLC reports 17 employees.

Where is Eso Management Services LLC located?

Eso Management Services LLC is based in San Mateo, CA and has been SEC-registered since 2017.

Does Eso Management Services LLC disclose fund performance?

Eso Management Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address635 Mariners Island, Suite 204, San Mateo, CA 94404
Phone650-262-6670
Fax650-362-2174
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$410.6M▲ 5%
Mar '25 — $390.6MApr '25 — $390.6MMay '25 — $390.6MJun '25 — $390.6MJul '25 — $390.6MAug '25 — $390.6MSep '25 — $390.6MOct '25 — $390.6MNov '25 — $390.6MDec '25 — $390.6MJan '26 — $390.6MFeb '26 — $390.6MMar '26 — $410.6MApr '26 — $410.6MMay '26 — $410.6MJun '26 — $410.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
AUM vs fund managersTop 70%
Larger than 30% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$410.6Mregulatory AUM
Discretionary $410.6M

Service providers