Euphrates Advisors
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Overview
Euphrates Advisors operates as a financial advisory company that has its headquarters in Washington, District of Columbia. The firm has $227.5 million in assets under management across two customer accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). The firm has a small team, including 3 financial advisors. Euphrates Advisors does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments like bonds, options and stocks.
Euphrates Advisors manages all of its accounts on a discretionary basis. Discretionary management means that an investment advisor makes transaction choices without requiring the client's permission. The firm supervises about $113.8 million for each account. The average advisor at Euphrates Advisors administers fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's central office is at 20 F Street, Nw, Washington, District of Columbia 20001.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Euphrates Advisors by the Numbers
$227.5 million
4
2
$113.8 million
Fee Structure
A financial advisor's fees largely vary depending on which services the firm provides the client. Fees charged by the firm may include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Euphrates Advisors.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its two clients, Euphrates Advisors's largest client group by number of accounts is pooled investment vehicles. About 50% of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Euphrates Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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