Eureka Equity Partners

Fee-Only (% of Portfolio)

Eureka Equity Partners is a private equity firm that provides investment advisory services exclusively to its own pooled investment funds. Eureka identifies investment opportunities, participates in acquisitions, manages investments, and oversees the disposition of investments for these funds. The firm focuses on researching and advising on private equity investments, including leveraged acquisitions, recapitalizations, and traditional buyouts in various industries. These investments typically involve privately negotiated instruments and unregistered equity from U.S. issuers.

Assets Under Management$350M
Clients3
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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