EVERLANE EQUITY PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
300133
Registered since
March 26, 2024

Firm profile

FINTRX

Overview

Everlane Equity Partners, LLC is a recently registered investment adviser that functions primarily as a sponsor and general partner for pooled investment vehicles. Its public filings identify the firm as a limited liability company formed to manage private investment capital rather than to provide retail wealth management. The firm’s activity centers on private equity sponsorship and active fund management, suggesting an emphasis on direct or structured equity positions where the sponsor/G P role involves sourcing, executing and overseeing portfolio company investments. The firm is not registered as a multi-state adviser and is not marked as an active ESG investor in its filings, indicating investment decisions are likely driven by traditional financial and operational criteria rather than a formal ESG mandate. Ownership is shown as individual-controlled, which often points to a hands-on management style and decision-making concentrated with founders or principals rather than a widely held corporate governance structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Robert Horton

    Founder and Managing PartnerCRD 7068941

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
177 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth