EUREKA EQUITY PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$279M
Discretionary
$279M
100% of AUM
Avg account
$93.1M
Accounts
3
Employees
10
Advisory reps
4

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
159236
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eureka Equity Partners is a limited partnership that functions as a private equity sponsor and manager of pooled investment vehicles. Registered with the SEC in 2012, the firm serves institutional clients and positions itself as both a general partner/sponsor and the portfolio manager for its funds. Its advisory and business activity centers on structuring and managing private equity funds rather than providing retail or individual wealth management. The firm’s business model combines traditional private equity economics — a percentage-of-AUM management fee plus performance-based fees — with direct responsibility for portfolio construction and fund operations. Eureka Equity Partners does not identify as an active ESG investor and is not organized as a multi-state adviser. As sponsor and managing member of pooled vehicles, the firm originates or runs private funds and retains discretionary control over those pooled investments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • MICHAEL FORAN

    CFO and CCOCRD 6029952

Contacts

3 of 3
  • CHRISTIAN MILLER

    PartnerCRD 3250944

  • CHRISTOPHER HANSSENS

    Managing PartnerCRD 5998545

  • ALEXANDRA OSWALD

    PartnerCRD 4834567

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

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
2005 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth