{
  "crd_number": 283385,
  "slug": "evr-research-lp-richmond-va-283385",
  "primary_business_name": "EVR RESEARCH LP",
  "legal_name": "EVR RESEARCH LP",
  "dbas": [],
  "city": "Richmond",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40060",
  "metro": {
    "cbsa_code": "40060",
    "common_name": "Richmond",
    "msa_name": "Richmond, VA",
    "path": "/advisors/va/richmond"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-26",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": 365015905.0,
  "raum_discretionary": 365015905.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 365015905.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "VA"
  ],
  "websites": [
    "https://evrresearch.com",
    "https://linkedin.com/COMPANY/EVR-RESEARCH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283385",
  "city_as_filed": "RICHMOND",
  "url": "https://advisorcensus.com/firm/evr-research-lp-richmond-va-283385",
  "display_name": "EVR Research LP",
  "summary": "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.",
  "citation": "AdvisorCensus. EVR Research LP (CRD 283385): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is EVR Research LP compensated?",
      "a": "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."
    },
    {
      "q": "How much does EVR Research LP charge?",
      "a": "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."
    },
    {
      "q": "Where is EVR Research LP located?",
      "a": "EVR Research LP's principal office is in Richmond, VA, according to its Form ADV."
    },
    {
      "q": "Is EVR Research LP registered with the SEC or a state?",
      "a": "EVR Research LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283385."
    },
    {
      "q": "How much does EVR Research LP manage?",
      "a": "EVR Research LP reports $365,015,905 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have EVR Research LP's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does EVR Research LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does EVR Research LP report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does EVR Research LP state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in EVR Research LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $517,942,276 to $365,015,905 (-30%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 274450855.0,
      "total_employees": 5,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 359520309.0,
      "total_employees": 5,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 694733324.0,
      "total_employees": 5,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 732815421.0,
      "total_employees": 6,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 517942276.0,
      "total_employees": 6,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 365015905.0,
      "total_employees": 6,
      "filing_date": "2026-05-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $517,942,276 to $365,015,905 (-30%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/evr-research-lp-richmond-va-283385.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 365015905.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283385",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}