EUREKA EQUITY PARTNERS, L.P.
C49
CRD 159236·SEC 801-74259·PHILADELPHIA, PA
AUM
$279.2M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$838K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $246.8M
'21 · $454.4M
'22 · $457.9M
'23 · $402.3M
'25 · $346.9M
'26 · $279.2M
'20'26
$246.8M → $279.2M▲ +13%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 7 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
7 advisors → 7 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited