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ESO MANAGEMENT SERVICES LLC

SAN MATEO, CA · CRD 165564 · IAPD ↗ · employeestockoptions.com · 650-262-6670

$410.6MRegulatory AUM
5Advisory reps
17Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
March 2025 — ESO MANAGEMENT SERVICES LLC shrank from 18 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.