PHILADELPHIA, PACRD 159236Latest ADV March 27, 2026
Eureka Equity Partners is an SEC registered investment adviser organized as a limited partnership with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 27, 2026, reports $279M in regulatory assets under management, 10 employees, and 3 accounts.
Assets Under Management
$279M
Employees
10
Offices
--
Total Clients
<5
Primary office
PHILADELPHIA, PA
2005 MARKET STREET, SUITE 3650, PHILADELPHIA, PA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$279Mas of March 27, 2026
Discretionary100.0%
$279M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$279M
Total Accounts3
10Y AUM Change$-14M (-4.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.