# 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.

- CRD: 283385
- Filed as: EVR RESEARCH LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283385
- AdvisorCensus page: https://advisorcensus.com/firm/evr-research-lp-richmond-va-283385

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated May 26, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $365,015,905
- Discretionary: $365,015,905
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $365,015,905 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evrresearch.com
- LinkedIn @EVR-RESEARCH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $274,450,855 | 5 | June 25, 2021 |
| October 2022 | $359,520,309 | 5 | March 22, 2022 |
| October 2023 | $694,733,324 | 5 | March 22, 2023 |
| October 2024 | $732,815,421 | 6 | July 3, 2024 |
| October 2025 | $517,942,276 | 6 | March 24, 2025 |
| October 2026 | $365,015,905 | 6 | May 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $517,942,276 to $365,015,905 (-30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EVR Research LP (CRD 283385): Form ADV filing data as of October 2026.