Everside Capital Partners

RIASEC RegisteredEst. 2018

Total AUM

$2.3B

Discretionary

$2.2B

92% of AUM

Avg account

$102M

Accounts

23

Employees

21

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 289799
Registered since: December 14, 2018
Website: everside.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Everside Capital Partners is an SEC-registered investment manager organized as an LLC that focuses on private equity investing and sponsors pooled investment vehicles. Founded publicly in 2018, the firm serves institutional clients and operates as both adviser and general partner/managing member to the vehicles it manages. Fee arrangements combine a percentage of assets under management with performance-based compensation. The firm does not market itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Bernard Bresnahan
Chief Operating Officer and Chief Compliance OfficerCRD 4541820
Ruslan Klassen
CFOCRD 8063420

Contacts

2 of 2

Moritz Poehl
Founder & Managing PartnerCRD 5762982
Nathaniel Kirk
Founder & Managing PartnerCRD 4871025

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 1290 Avenue Of The Americas
Time zone: ET (UTC-5)
Office locations

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