AdvisorCensus / Financial advisors / Virginia / Richmond / EVR Research LP
EVR Research LP is an SEC-registered investment advisory firm in Richmond, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.
Quick answers
From the filingHow is EVR Research LP compensated?
On its Form ADV (Item 5.E, October 2026), EVR Research LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does EVR Research LP's brochure say about its fees?
Its Form ADV Part 2A brochure dated May 26, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is EVR Research LP located?
EVR Research LP's principal office is in Richmond, VA, according to its Form ADV.
Is EVR Research LP registered with the SEC or a state?
EVR Research LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283385.
How much does EVR Research LP manage?
EVR Research LP reports $365,015,905 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).
How have EVR Research LP's assets and staff changed since 2021?
In the Form ADV data for EVR Research LP: Regulatory assets under management: $274,450,855 in the October 2021 data and $365,015,905 in the October 2026 data, up 33%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does EVR Research LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does EVR Research LP 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/283385
Does EVR Research LP state an account minimum?
Its Form ADV Part 2A brochure dated May 26, 2026 says: "The minimum initial subscription for Interests in a Fund is $ 500,000. However , the Fund General Partner and/or Adviser, may accept subscriptions in lesser amounts and may increase or decrease such minimum subscription amounts without prior notice to or consent from any Investor."
What changed in EVR Research LP's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $517,942,276 to $365,015,905 (-30%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
EVR is paid an investment management fee (“Management Fee”) between 1.0% to 1.5% per annum based on the net assets of the Fund s.
Account minimum: $500,000
The brochure's wording
The minimum initial subscription for Interests in a Fund is $ 500,000. However , the Fund General Partner and/or Adviser, may accept subscriptions in lesser amounts and may increase or decrease such minimum subscription amounts without prior notice to or consent from any Investor.
As stated in the firm's Form ADV Part 2A brochure dated May 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$365,015,905 as of October 2026, filing dated May 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $365,015,905 | 6 | May 26, 2026 |
| October 2025 | $517,942,276 | 6 | March 24, 2025 |
| October 2024 | $732,815,421 | 6 | July 3, 2024 |
| October 2023 | $694,733,324 | 5 | March 22, 2023 |
| October 2022 | $359,520,309 | 5 | March 22, 2022 |
| October 2021 | $274,450,855 | 5 | June 25, 2021 |
Regulatory assets under management: $274,450,855 in the October 2021 data and $365,015,905 in the October 2026 data, up 33%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $517,942,276 to $365,015,905 (-30%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. EVR Research LP (CRD 283385): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/evr-research-lp-richmond-va-283385