# Everside Capital Partners

> Everside Capital Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 289799
- Filed as: EVERSIDE CAPITAL PARTNERS
- Legal name: Everside Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289799
- AdvisorCensus page: https://advisorcensus.com/firm/everside-capital-partners-new-york-ny-289799

## Quick answers

**How is Everside Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Everside Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Everside Capital Partners charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Everside Capital Partners located?**
Everside Capital Partners' principal office is in New York, NY, according to its Form ADV.

**Is Everside Capital Partners registered with the SEC or a state?**
Everside Capital Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 289799.

**How much does Everside Capital Partners manage?**
Everside Capital Partners reports $2,336,781,000 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (92% discretionary).

**How have Everside Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Everside Capital Partners: Regulatory assets under management: $369,130,000 in the October 2021 data and $2,336,781,000 in the October 2026 data, up 533%. Total employees: 6 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Everside Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does Everside Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289799

**What changed in Everside Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 12. Regulatory assets under management went from $1,921,284,000 to $2,336,781,000 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Everside, or one of its affiliates, typically receives compensation for providing investment advisory services from each of its Clients in the form of (1) an annual advisory fee of up to 2% per annum based on a percentage of assets managed

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,336,781,000
- Discretionary: $2,156,551,000
- Non-discretionary: $180,230,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $2,336,781,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 21 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- everside.com
- LinkedIn @everside-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $369,130,000 | 6 | March 30, 2021 |
| October 2022 | $809,445,000 | 11 | July 15, 2022 |
| October 2023 | $1,010,284,000 | 11 | June 30, 2023 |
| October 2024 | $1,878,344,000 | 16 | August 7, 2024 |
| October 2025 | $1,921,284,000 | 19 | March 28, 2025 |
| October 2026 | $2,336,781,000 | 21 | July 22, 2026 |

Regulatory assets under management: $369,130,000 in the October 2021 data and $2,336,781,000 in the October 2026 data, up 533%.
Total employees: 6 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 12.
- Regulatory assets under management went from $1,921,284,000 to $2,336,781,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everside Capital Partners (CRD 289799): Form ADV filing data as of October 2026.