Eureka Equity Partners

SEC-regulated
Registered investment advisor
Eureka Equity Partners, L.P. is a Philadelphia-based private equity firm established in November 2005. The firm specializes in providing investment advisory services exclusively to pooled investment vehicles known as Eureka Funds. These funds focus on private equity investments, including leveraged acquisitions and buyouts in various industries, primarily in the eastern United States. The firm's investment strategy involves acquiring equity securities in non-public companies with revenues typically between $10 million and $100 million. Eureka manages approximately $346,870,231 of Eureka Fund assets on a discretionary basis as of December 31, 2024. The fee structure includes a 2% Management Fee based on committed capital during the investment period and 2% per annum of equity invested post-investment period. Eureka may also receive Portfolio Company Fees, which can offset Management Fees. Investors in Eureka Funds include pension plans, family offices, corporations, and private individuals. Eureka's investment philosophy involves thorough due diligence and risk assessment, focusing on long-term commitments with potential risks including market volatility and liquidity challenges. The firm operates under a Code of Ethics to ensure fiduciary responsibilities and compliance with regulations. Eureka provides regular reporting to investors and maintains custody of Fund assets. Clients have investment discretion under the direction of the General Partner of each Eureka Fund.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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