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
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
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
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-126113
SEC ERA File Number 801-126113
SEC CIK Numbers None
SEC CRD Numbers 167257
Legal Entity Identifier None

Principal Office

20 F STREET, NW
7TH 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
(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
(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%

No. Employees, Historic

105020222023202420250 on 6/16/20224 on 3/3/20234 on 2/12/20244 on 2/13/2024

RAUM, Historic

400M200M0202320242025227542234 on 3/3/2023372141580 on 2/12/2024372141580 on 2/13/2024

No. Clients, Historic

105020222023202420250 on 6/16/20222 on 3/3/20232 on 2/12/20242 on 2/13/2024