# Eureka Equity Partners

> Eureka Equity Partners is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 159236
- Filed as: EUREKA EQUITY PARTNERS
- Legal name: Eureka Equity Partners, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159236
- AdvisorCensus page: https://advisorcensus.com/firm/eureka-equity-partners-philadelphia-pa-159236

## Quick answers

**How is Eureka Equity Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Eureka Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Eureka Equity Partners located?**
Eureka Equity Partners' principal office is in Philadelphia, PA, according to its Form ADV.

**Is Eureka Equity Partners registered with the SEC or a state?**
Eureka Equity Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159236.

**How much does Eureka Equity Partners manage?**
Eureka Equity Partners reports $279,247,111 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Eureka Equity Partners' assets and staff changed since 2021?**
In the Form ADV data for Eureka Equity Partners: Regulatory assets under management: $457,882,117 in the October 2021 data and $279,247,111 in the October 2026 data, down 39%. Total employees: 12 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eureka Equity Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Eureka Equity Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159236

**What changed in Eureka Equity Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $346,870,231 to $279,247,111 (-19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $279,247,111
- Discretionary: $279,247,111
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $279,247,111 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eurekaequity.com
- LinkedIn @EURKEA-EQUITY-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $457,882,117 | 12 | March 29, 2021 |
| October 2022 | $402,307,034 | 11 | March 30, 2022 |
| October 2023 | $395,302,532 | 10 | March 28, 2023 |
| October 2024 | $359,633,794 | 11 | September 19, 2024 |
| October 2025 | $346,870,231 | 10 | March 31, 2025 |
| October 2026 | $279,247,111 | 10 | March 27, 2026 |

Regulatory assets under management: $457,882,117 in the October 2021 data and $279,247,111 in the October 2026 data, down 39%.
Total employees: 12 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $346,870,231 to $279,247,111 (-19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eureka Equity Partners (CRD 159236): Form ADV filing data as of October 2026.