EUPHRATES ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$539M
Discretionary
$539M
100% of AUM
Avg account
$180M
Accounts
3
Employees
5
Advisory reps
4

Firm details

Headquarters
Washington, District of Columbia
CRD number
167257
Registered since
July 19, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Euphrates Advisors is an SEC‑registered investment manager organized as a limited liability company and owner‑controlled by an individual. The firm’s business is centered on managing pooled investment vehicles for institutional clients, acting as sponsor, general partner and managing member for those vehicles. Its stated classification combines hedge fund and venture capital activity, positioning the firm to run liquid hedge strategies alongside a smaller private‑equity/VC sleeve. Fee arrangements include a management fee based on assets under management plus performance‑based fees, a common structure for managers running incentive‑oriented pooled funds. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. Its client base is institutional and its core advisory activity is portfolio management for pooled vehicles rather than individual retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • GRANT FELGENHAUER

    Managing PartnerCRD 5070480

  • GEOFFREY BATT

    FounderCRD 6180099

  • DANIEL CLOUD

    PrincipalCRD 6180177

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
20 F St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth