EVERSIDE CAPITAL PARTNERS
EVERSIDE CAPITAL PARTNERS, LLC Legal Name
Adviser information for EVERSIDE CAPITAL PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 16 | $1.8B |
| Non-Discretionary | 2 | $100.2M |
| Total | 18 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 17 | $1.9B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 29 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114393 |
|---|---|
| SEC ERA File Number | 801-114393 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289799 |
| Legal Entity Identifier | None |
Principal Office
1290 AVENUE OF THE AMERICAS34TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 0900-1700
Tel: 646-603-3608, Fax: None
Chief Compliance Officer
BEN BRESNAHAN
1290 AVENUE OF THE AMERICAS 34TH FLOOR
NEW YORK
NY
United States
Tel:
646-603-3608
B**@***********M
(Full email address available in API data)
Regulatory Contact
MORITZ POEHL
MANAGING MEMBER
1290 AVENUE OF THE AMERICAS 34TH FLOOR
NEW YORK
NY
United States
Tel:
(646) 603-3602
M*****@***********M
(Full email address available in API data)
Industry Affiliates
| COLISEUM CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
| DIRECT II OFFSHORE MANAGER | Sponsor, GP, manager of pooled investment vehicles |
| EVERSIDE DIRECT II GP | Sponsor, GP, manager of pooled investment vehicles |
| EVERSIDE GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVERSIDE GP IV | Sponsor, GP, manager of pooled investment vehicles |
| EVERSIDE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVERSIDE MANAGEMENT COMPANY, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EVERSIDE FOUNDERS FUND, LP | Private Equity Fund | $28.9M | $1.0M | 26 |
| EVERSIDE FUND II F1, LP | Private Equity Fund | $133.2M | $1.0M | 1 |
| EVERSIDE FUND II, LP | Private Equity Fund | $62.4M | $1.0M | 33 |
| EVERSIDE FUND III PF, LP | Private Equity Fund | $57.0M | $5.0M | 3 |
| EVERSIDE FUND III, LP | Private Equity Fund | $233.5M | $5.0M | 112 |
| EVERSIDE FUND IV PF, LP | Private Equity Fund | $53.0M | $5.0M | 3 |
| EVERSIDE FUND IV, LP | Private Equity Fund | $228.6M | $5.0M | 142 |
| EVERSIDE INTERNATIONAL FUND II, LP | Private Equity Fund | $100.6M | $1.0M | 17 |
| EVERSIDE INTERNATIONAL FUND III, LP | Private Equity Fund | $219.5M | $5.0M | 29 |
| EVERSIDE INTERNATIONAL FUND IV, LP | Private Equity Fund | $301.9M | $5.0M | 63 |
| EVERSIDE OFFSHORE OVERFLOW DIRECT FUND, LP | Private Equity Fund | $30.0M | $1.0M | 3 |
| EVERSIDE OVERFLOW DIRECT FUND, LP | Private Equity Fund | $56.1M | $1.0M | 6 |
| EVERSIDE SBIC I, LP | Private Equity Fund | $284.6M | $1.0M | 34 |
| EVERSIDE SELECT DENTAL SPV, LLC | Private Equity Fund | $8.0M | $0.0M | 2 |
| EVERSIDE USI SPV, LLC | Private Equity Fund | $37.1M | $1.0M | 7 |
| SUNCAP SCOOP S.A., ACTING IN RESPECT OF ITS COMPARTMENT G | SECURITIZATION VEHICLE | $44.0M | $1.0M | 27 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAY, ADAM, LOUIS | Individual | SGECI, LLC | MANAGER | 01/2023 | |
| POEHL, MORITZ, KARL ULRICH | Individual | – | MANAGING MEMBER | 08/2016 | 25-50% |
| KIRK, NATHANIEL, THAYER | Individual | – | MANAGING MEMBER | 08/2016 | 25-50% |
| SHACKELTON, CHRISTOPHER, SCOTT | Individual | SGECI, LLC | MANAGING MEMBER | 01/2023 | 25-50% |
| BRESNAHAN, BERNARD, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2019 | < 5% |
| SGECI, LLC | Domestic Entity | – | MEMBER | 01/2023 | 10-25% |