Eversept Partners, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$295M
Accounts
9
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
282358
Registered since
January 11, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.66%
  • Investment Companies1.34%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eversept Partners, L.P. is a hedge fund organized as a limited partnership that provides portfolio management for investment companies and pooled investment vehicles. The firm operates in roles consistent with a CPO/CTA and also acts as sponsor or general partner for its pooled vehicles. Its client base is institutional, and its fee model combines an asset-based management charge with performance-based fees. Eversept is not positioned as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

3 of 4
  • Rishi Shah

    Rishi Shah

    Managing Principal, Chief Investment OfficerCRD 6022341

  • Ron Rosenstraus

    Ron Rosenstraus

    Chief Financial OfficerCRD 6022343

  • Kamran Moghtaderi

    Kamran Moghtaderi

    Founder & CIOCRD 4782612

Unlock 1 more executives →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
444 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth