DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Euphrates Advisors
Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 167257SEC 801-126113websiteIAPD
Legal name Euphrates Advisors LLC
Latest filing Mar 10, 2026
First filing on the tape Jun 16, 2022 · 6 filings
SEC status approved since Jul 19, 2022
RAUM
$539M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$539M as of Mar 10, 2026
Mar 3, 2023$228M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 10, 2026
Mar 3, 20230 then
Employees (5.A)5 as of Mar 10, 2026
Mar 3, 20234 then
Private funds3 as of Mar 10, 2026
Mar 3, 20232 then
RAUM -2.2% over the last fiscal year+33% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $180MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $539M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$539M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $539M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Euphrates Iraq Fund Ltd. | Hedge Fund | $352M | 135 | Apr 8, 2013 |
| Euphrates Ventures LP | Venture Capital Fund | $20.2M | 17 | Mar 24, 2022 |
| Euphrates Fund III Ltd.no longer reported | Hedge Fund | $7.5M | 1 | Mar 20, 2014 |
| Euphrates Fund II Ltd.no longer reported | Hedge Fund | $6.7M | 1 | Apr 8, 2013 |
Owners and control persons
Schedule A and B, latest filing
- Samuel Geoffrey Batt · Managing Partnercontrolsince 04/2010 · owns 50% to 75%
- Daniel Cloud · Principalcontrolsince 04/2010 · owns 5% to 10%
- Patrick Grant Felgenhauer · Managing Partner & Ccocontrolsince 04/2012 · owns 25% to 50%
- Ibrahim Shwan Taha · Principalsince 04/2010 · owns 5% to 10%
Related persons
Schedule D 7.A
- Euphrates Ventures Gp LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $551M to $539MMar 12, 2025 to Mar 10, 2026
- Discretionary RAUM · $551M to $539MMar 12, 2025 to Mar 10, 2026
- Pooled vehicle RAUM · $551M to $539MMar 12, 2025 to Mar 10, 2026
- RAUM · $551M to $539MMar 12, 2025 to Mar 10, 2026
- Accounts · 2 to 3Feb 13, 2024 to Mar 12, 2025
- Pooled vehicle clients · 2 to 3Feb 13, 2024 to Mar 12, 2025
- Assets in custody · $372M to $551MFeb 13, 2024 to Mar 12, 2025
- Employees · 4 to 5Feb 13, 2024 to Mar 12, 2025
- Financial planning clients · unset to Feb 13, 2024 to Mar 12, 2025
- Private funds · 2 to 3Feb 13, 2024 to Mar 12, 2025
- Discretionary RAUM · $372M to $551MFeb 13, 2024 to Mar 12, 2025
- Pooled vehicle RAUM · $372M to $551MFeb 13, 2024 to Mar 12, 2025
- RAUM · $372M to $551MFeb 13, 2024 to Mar 12, 2025
- Assets in custody · $228M to $372MFeb 12, 2024 to Feb 13, 2024
- Discretionary RAUM · $228M to $372MMar 3, 2023 to Feb 12, 2024
- Pooled vehicle RAUM · $228M to $372MMar 3, 2023 to Feb 12, 2024
- RAUM · $228M to $372MMar 3, 2023 to Feb 12, 2024
- Assets in custody · $199M to $228MJun 16, 2022 to Mar 3, 2023
- Private funds · 4 to 2Jun 16, 2022 to Mar 3, 2023
- Discretionary RAUM · $199M to $228MJun 16, 2022 to Mar 3, 2023
- Pooled vehicle RAUM · $199M to $228MJun 16, 2022 to Mar 3, 2023
- RAUM · $199M to $228MJun 16, 2022 to Mar 3, 2023
Signals
3 dated events
- Euphrates Advisors reported RAUM $551.0M, up 48% from $372.1M (2024-02-13 to 2025-03-12)Mar 12, 2025 · RAUM change · derived
- Euphrates Advisors reported RAUM $372.1M, up 64% from $227.5M (2023-03-03 to 2024-02-12)Feb 12, 2024 · RAUM change · derived
- Euphrates Advisors filed its initial SEC registration (Form ADV)Jun 16, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Euphrates Advisors · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- EUPH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-507-6380reportedpublic record, Form ADV, Mar 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026