EVERSIDE CAPITAL PARTNERS
Latest filing: Mar 28, 2025 (111 days ago)
AUM
$1,921,284,000
2% change vs. 1 year ago
137% change vs. 3 years ago
441% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
19
19% change vs. 1 year ago
73% change vs. 3 years ago
280% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
1290 AVENUE OF THE AMERICAS, NEW YORK, NY, UNITED STATES, 10104
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $0.1 |
| Total | $1.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.9 |
| Institutional | $0.0 |
| Total | $1.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| COLISEUM CAPITAL MANAGEMENT, LLC | $2.6 | 158120 | |
| EVERSIDE GP IV, LLC | $0.0 | - | |
| EVERSIDE DIRECT II GP, LLC | $0.0 | - | |
| EVERSIDE GP, LLC | $0.0 | - | |
| EVERSIDE MANAGEMENT COMPANY, LLC | $0.0 | - | |
| EVERSIDE GP III, LLC | $0.0 | - | |
| EVERSIDE DIRECT II OFFSHORE MANAGER, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| GRAY, ADAM, LOUIS | MANAGER |
| POEHL, MORITZ, KARL ULRICH | MANAGING MEMBER |
| KIRK, NATHANIEL, THAYER | MANAGING MEMBER |
| SHACKELTON, CHRISTOPHER, SCOTT | MANAGING MEMBER |
| BRESNAHAN, BERNARD, JOSEPH | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.9 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $1.9 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $1.9 | $0.0 | 2% | 16 | 3 | 19% |
| 2023-04-04 | $1.0 | $0.9 | 90% | 11 | 8 | 73% |
| 2022-04-01 | $0.8 | $1.1 | 137% | 11 | 8 | 73% |
| 2021-04-05 | $0.4 | $1.6 | 420% | 6 | 13 | 217% |
| 2020-04-01 | $0.4 | $1.6 | 441% | 5 | 14 | 280% |
| 2019-04-01 | $0.1 | $1.8 | 2536% | 6 | 13 | 217% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-03/30/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV