EUPHRATES ADVISORS
EUPHRATES ADVISORS LLC Legal Name
Adviser information for EUPHRATES ADVISORS last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 2 | $372.1M |
Non-Discretionary | 0 | $0 |
Total | 2 | $372.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 2 | $372.1M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 50 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-126113 |
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SEC ERA File Number | 801-126113 |
SEC CIK Numbers | None |
SEC CRD Numbers | 167257 |
Legal Entity Identifier | None |
Principal Office
20 F STREET, NW7TH FLOOR
WASHINGTON
DC
United States
Monday - Friday, 8:00AM - 6:00PM
Tel: 202-507-6380, Fax: 202-507-6101
Websites
Chief Compliance Officer
GRANT FELGENHAUER
MANAGING PARTNER
20 F STREET, NW
7TH FLOOR
WASHINGTON
DC
United States
Tel:
202-507-6380
Fax:
202-507-6101
G**@*******M
(Full email address available in API data)
Regulatory Contact
GEOFFREY BATT
MANAGING PARTNER
20 F STREET, NW
7TH FLOOR
WASHINGTON
DC
United States
Tel:
202-507-6380
Fax:
202-507-6101
G**@*******M
(Full email address available in API data)
Industry Affiliates
EUPHRATES VENTURES GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
EUPHRATES IRAQ FUND LTD. | Hedge Fund | $352.0M | $0.1M | 135 |
EUPHRATES VENTURES LP | Venture Capital Fund | $20.2M | $0.3M | 17 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
FELGENHAUER, GRANT, PATRICK | Individual | – | MANAGING PARTNER & CCO | 04/2012 | 25-50% |
BATT, GEOFFREY, SAMUEL | Individual | – | MANAGING PARTNER | 04/2010 | 50-75% |
CLOUD, DANIEL | Individual | – | PRINCIPAL | 04/2010 | 5-10% |
TAHA, SHWAN, IBRAHIM | Individual | – | PRINCIPAL | 04/2010 | 5-10% |