EVR RESEARCH LP

RIASEC RegisteredEst. 2021
Total AUM
$365M
Discretionary
$365M
100% of AUM
Avg account
$122M
Accounts
3
Employees
6
Advisory reps
2

Firm details

Headquarters
RICHMOND, Virginia
CRD number
283385
Registered since
July 26, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

EVR Research LP is a limited partnership that operates as a hedge fund-style manager and is SEC-registered (since 2021). The firm serves institutional clients and engages in commodity pool/commodity trading adviser activities while providing portfolio management for pooled investment vehicles. EVR Research charges a combination of asset-based fees and performance fees and acts in sponsor/GP/managing-member roles for pooled vehicles. It is not characterized as an active ESG investor and is not structured as a multi-state adviser. Ownership is reported as a domestic entity and individual.

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

2 of 2
  • Benjamin Joffe

    President, CIOCRD 6663716

  • DEREK WEBB

    Chief Financial Officer and Chief Operating OfficerCRD 2658297

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
HENRICO
Address
411 Libbie Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth