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Private equityFirmbuyout · probablelower middle market

Everberg Capital, LLC

Private Equity

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:6a3b57a3-cf63-42af-ad98-bb711f33e77d

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 20
On other graphs: 0
Observed: Sep 13, 2026 to Sep 17, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Vintages: 2021 to 2021
Investments: 11
Active investments: 5
Size band: LOWER MIDDLE MARKETderivedproxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2022-01-11
Stated sectors: business_services,industrials,healthcare,consumer
Latest ADV filing: Jan 11, 2022
Website: everbergcapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Everberg Penn Foster, LLC	2021	Unknown	Private Equity Fund	n/a	$69.9M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
9 Story Media Group	n/a	unknown	unknown	n/a	n/a	exited
Mtm	n/a	unknown	unknown	n/a	n/a	exited
Sparkstone	n/a	unknown	unknown	n/a	n/a	exited
GoAuto	n/a	unknown	unknown	n/a	n/a	active
RAFTRx	n/a	unknown	unknown	n/a	n/a	active
UniVista Insurance	n/a	unknown	unknown	n/a	n/a	active
Paxia	n/a	unknown	unknown	n/a	n/a	active
Dyne Hospitality Group	n/a	unknown	unknown	n/a	n/a	active
Hyphen Solutions	n/a	unknown	unknown	n/a	n/a	exited
Javo Beverage	n/a	unknown	unknown	n/a	n/a	exited
Wpromote	n/a	unknown	unknown	n/a	n/a	exited

Relationships

Employs (20)

→ Mia DiTrolioPersonAnalyst
factThe subject's own site
→ Neill PienaarPersonChief Financial Officer
factThe subject's own site
→ Strauss ZelnickPersonTrustee
Aug 1, 2018 to presentfactForm ADV, The subject's own site
→ Scott SiegelPersonChief Executive Officer
Apr 1, 2019 to presentfactForm ADV, The subject's own site
→ Chris TheodoridisPersonChief Operating Officer & General Counsel
factThe subject's own site
→ Michael BowerPersonPrincipal
factThe subject's own site
→ William MorschPersonVice President
factThe subject's own site
→ Max GentlePersonSenior Analyst
factThe subject's own site
→ Frances BelzbergPersonTrustee
Aug 1, 2018 to presentfactForm ADV
→ Ryan ChanPersonCfo & Secretary
Apr 1, 2019 to presentfactForm ADV
→ Marc de la BruyerePersonTrustee
Aug 1, 2018 to presentfactForm ADV
→ Robert NormandPersonTrustee
Aug 1, 2018 to presentfactForm ADV
→ Wendy Jay BelzbergPersonShareholder
Jun 1, 2020 to presentfactForm ADV
→ Lisa BelzbergPersonShareholder
Jun 1, 2020 to presentfactForm ADV
→ Marc David BelzbergPersonShareholder
Jun 1, 2020 to presentfactForm ADV
→ Cheryl Ray Tannenbaum BelzbergPersonShareholder
Jun 1, 2020 to presentfactForm ADV
→ Johnny CiampiPersonTrustee
Aug 1, 2018 to presentfactForm ADV
→ David Michael HorowitzPersonPartner
Dec 1, 2020 to presentfactForm ADV
→ Meredith Hightower WilliamsPersonVice President And Chief Compliance Officer
Nov 1, 2020 to presentfactForm ADV
→ Colbey ArdenPersonChief Compliance Officer
Apr 1, 2019 to Mar 26, 2021inferenceForm ADV

Invested in (11)

→ Hyphen SolutionsCompanyunknown
factThe subject's own site
→ Javo BeverageCompanyunknown
factThe subject's own site
→ 9 Story Media GroupCompanyunknown
factThe subject's own site
→ SparkstoneCompanyunknown
factThe subject's own site
→ WpromoteCompanyunknown
factThe subject's own site
→ MTMCompanyunknown
factThe subject's own site
→ GoAutoCompanyunknown
factThe subject's own site
→ RAFTRxCompanyunknown
factThe subject's own site
→ UniVista InsuranceCompanyunknown
factThe subject's own site
→ PaxiaCompanyunknown
factThe subject's own site
→ Dyne Hospitality GroupCompanyunknown
factThe subject's own site

Manages (8)

→ Everberg Cloud9 Holdings, LLCFundPrivate Equity Fund
Mar 26, 2021 to presentfactForm ADV
→ Everberg Hyphen Holdings, LLCFundPrivate Equity Fund
Jan 6, 2020 to presentfactForm ADV
→ Everberg CA Holdings, LLCFundPrivate Equity Fund
Jan 6, 2020 to presentfactForm ADV
→ Everberg Iss Holdings, LLCFundPrivate Equity Fund
Jan 6, 2020 to presentfactForm ADV
→ Everberg 365 Holdings, LLCFundPrivate Equity Fund
Mar 26, 2021 to presentfactForm ADV
→ Everberg Penn Foster, LLCFundPrivate Equity Fund
Mar 26, 2021 to presentfactForm ADV
→ Everberg Javo Holdings, LLCFundPrivate Equity Fund
Mar 26, 2021 to presentfactForm ADV
→ Signal 88 Investors, LLCFundPrivate Equity Fund
Mar 26, 2021 to presentfactForm ADV

Owns (2)

← Belzberg & Co., Inc.FirmSole Member Of General Partner
Apr 1, 2019 to presentfactForm ADV
← The Frances Belzberg Alter Ego TrustFirmSole Shareholder
Aug 1, 2018 to presentfactForm ADV

Dated events

10 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 26, 2021
Person left
Colbey Arden (Chief Compliance Officer) no longer on Schedule A of Everberg Capital, LLC
Form ADVobserved 5 days ago
Occurred
Dec 1, 2020
Person joined
David Michael Horowitz joined Schedule A of Everberg Capital, LLC as Partner
Form ADVobserved 5 days ago
Occurred
Nov 1, 2020
Person joined
Meredith Hightower Williams joined Schedule A of Everberg Capital, LLC as Vice President And Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Jun 1, 2020
Person joined
Cheryl Ray Tannenbaum Belzberg joined Schedule A of Everberg Capital, LLC as Shareholder
Form ADVobserved 5 days ago
Occurred
Jun 1, 2020
Person joined
Wendy Jay Belzberg joined Schedule A of Everberg Capital, LLC as Shareholder
Form ADVobserved 5 days ago
Occurred
Jun 1, 2020
Person joined
Lisa Belzberg joined Schedule A of Everberg Capital, LLC as Shareholder
Form ADVobserved 5 days ago
Occurred
Jun 1, 2020
Person joined
Marc David Belzberg joined Schedule A of Everberg Capital, LLC as Shareholder
Form ADVobserved 5 days ago
Occurred
Jan 6, 2020
Adviser first adv filing
Everberg Capital, LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
Person joined
Frances Belzberg joined Schedule A of Everberg Capital, LLC as Trustee
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
Person joined
Johnny Ciampi joined Schedule A of Everberg Capital, LLC as Trustee
Form ADVobserved 5 days ago

Show 10 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 304767 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 26, 2021
Everberg Cloud9 Holdings, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $7,000,000
Occurred
Mar 26, 2021
Fund 805-2502504042 no longer reported on Form ADV by Everberg Capital, LLC
Occurred
Mar 26, 2021
Everberg 365 Holdings, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $2,000,000
Occurred
Mar 26, 2021
Everberg Penn Foster, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $69,900,000
Occurred
Mar 26, 2021
Everberg Javo Holdings, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $3,000,000
Occurred
Mar 26, 2021
Signal 88 Investors, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $1,623,100
Occurred
Jan 6, 2020
Everberg Hyphen Holdings, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $15,000,000
Occurred
Jan 6, 2020
Everberg CA Holdings, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $10,000,000
Occurred
Jan 6, 2020
Everberg Iss Holdings, LLC first reported on Form ADV by Everberg Capital, LLC (Private Equity Fund), GAV $5,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Mia DiTrolio
Analyst · Revealable: 1 professional profile (firm website)
Neill Pienaar
Chief Financial Officer · Revealable: 1 professional profile (firm website)
Strauss Zelnick
Trustee · Revealable: 1 professional profile (firm website)
Scott Siegel
Chief Executive Officer · Revealable: 1 professional profile (firm website)
Chris Theodoridis
Chief Operating Officer & General Counsel · Revealable: 1 professional profile (firm website)
Michael Bower
Principal · Revealable: 1 professional profile (firm website)
William Morsch
Vice President · Revealable: 1 professional profile (firm website)
Max Gentle
Senior Analyst · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Frances Belzberg (Trustee), Ryan Chan (Cfo & Secretary), Marc de la Bruyere (Trustee), Robert Normand (Trustee), Wendy Jay Belzberg (Shareholder), Lisa Belzberg (Shareholder), Marc David Belzberg (Shareholder), Cheryl Ray Tannenbaum Belzberg (Shareholder), Johnny Ciampi (Trustee), David Michael Horowitz (Partner), Meredith Hightower Williams (Vice President And Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan