EVERVIEW PARTNERS, L.P.

RIASEC RegisteredEst. 2025
Total AUM
$950M
Discretionary
$950M
100% of AUM
Avg account
$237M
Accounts
4
Employees
21
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
334067
Registered since
March 4, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Everview Partners, L.P. is a private equity manager focused on pooled investment vehicles for institutional clients. The firm is organized as a limited partnership and is SEC-registered (2025). Its business model centers on sponsoring and managing pooled funds where it serves as sponsor, general partner and managing member. Everview identifies as an active ESG investor and integrates environmental, social and governance considerations into its manager selection, due diligence and ongoing portfolio oversight. Investment activity is concentrated in private markets with a clear emphasis on private equity. The firm combines fund-level management with sponsor/G.P. responsibilities, which suggests they source transactions, structure vehicles and retain active governance roles in portfolio companies. Fee arrangements encompass both a percentage of assets under management and performance-based fees, consistent with traditional private equity economics.

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

Owners & executives

1 of 1
  • William Rahm

    Chief Executive OfficerCRD 7321622

Contacts

2 of 2
  • Melanie Posner

    Managing DirectorCRD 8028345

  • Meghan Olson

    Managing DirectorCRD 7700486

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
600 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth