Eureka Growth Capital Management, L.P. (Philadelphia)

Name: Eureka Growth Capital Management, L.P.
Address: 1717 Arch Street, Philadelphia, PA, 19103
Telephone: 267-238-4200

Eureka Growth Capital Management, L.P. is a large advisory firm based in Philadelphia. It manages $297.67 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Pennsylvania.

Eureka Growth Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eureka Growth Capital Management: assets under management

The assets under management (AUM) of Eureka Growth Capital Management, L.P. is $297.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and $3.24 million of the total AUM is attributable to clients outside of the United States.

The firm manages $297.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $148.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eureka Growth Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eureka Growth Capital Management serves?

The only and largest group of clients of Eureka Growth Capital Management is pooled investment vehicles with 2 clients and $297.67 million of assets under management. Among the 11 most similar advisory firms, Eureka Growth Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $297.67 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Eureka Growth Capital Management also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $2,500,000 for each fund.

Careers at Eureka Growth Capital Management, L.P.

The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eureka Growth Capital Management Llc	General partner	1 Nov 2005	Other	201248836
Christopher G Hanssens	Managing partner	1 Nov 2005	50% - 75%	5998545
Jonathan Ruvel Zimbalist	Partner	1 Nov 2005	25% - 50%	2640212
Llc Eureka Equity Partners Management	General partner	1 Nov 2005	Other	201248836
Thomas E Calibeo	Partner	1 Nov 2005	25% - 50%	5998548
Michael John Foran	Chief financial officer / chief compliance officer	1 Jan 2012	Other	6029952
Christian Thomas Miller	Partner	1 Jun 2018	25% - 50%	3250944

Based in Philadelphia

The principal office where Eureka Growth Capital Management, L.P. performs its advisory services is located at 1717 Arch Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 267-238-4200 or by fax 267-238-4201. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at eurekagrowth.com.