DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Everside Capital Partners
Everside Capital Partners
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 11 of 16 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $1.83bn Private Equity Fund GAV on the Form ADV filed 2024-08-07
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 11 of 16 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Sep 12, 2017 to Aug 7, 2024
- RAUM
- $1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $1.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 94%
- Fund type mix
- filed 2024-08-07, latest gav Other Private Fund $44.0M, Private Equity Fund $1.8B, latest counts Other Private Fund 1, Private Equity Fund 15, lifetime distinct Other Private Fund 1, Private Equity Fund 15
- Employees
- 16
- Headquarters
- New York, NY
- Office address
- 1290 AVENUE OF THE AMERICAS, 34TH FLOOR, New York, NY, 10104
- Business phone
- 646-603-3608
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United States
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control,minority
- Thesis
- We focus on building portfolios in U.S. lower middle market companies through strategic partnerships with specialized fund managers or directly with operating businesses, each selected for its alignment with our rigorous investment criteria.
Observed from deals on record
- roles
- add on 1, platform 1
- period
- to 2026-02-11, from 2022-02-10, undated holdings 1, dated observations 6
- window
- last 2026-02-11, first 2022-02-10
- control
- control 1, unknown 1
- companies
- 5
- geography
- count 2, share 0.4, value NY, count 1, share 0.2, value NC, count 1, share 0.2, value PA
- investments
- 2
- seller kinds
- transactions
- 5
- cadence by year
- 2022 platforms 1, 2025 add ons 1, platforms 1, 2026 platforms 1, other deals 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.2, value industrial manufacturing, examples Erie Strayer Company, count 1, share 0.2, value tech enabled services, examples Custom Computer Specialists, LLC
- holding period years
- n 0
- repeat counterparties
- role co investor, shared 2, entity id a16f5752-31a0-4444-af5a-eb8464c8bac7, role co investor, shared 2, entity id 7019bee4-2263-4ea6-a3d5-2c5dde882b80, role co investor, shared 2, entity id 159c3b0c-4ac7-44a6-b8f5-a69cb2b1f9a1, role lender, shared 2, entity id 2fdec08f-95bd-43be-a7f2-7c604a0aa00e
- subsector distribution
- count 1, share 0.2, value machinery manufacturing, examples Erie Strayer Company, count 1, share 0.2, value it services msp, examples Custom Computer Specialists, LLC
5 companies on the graph (5 transactions); most in industrial manufacturing (1); 1 platforms and 1 add-ons; observed 2022 to 2026
Funds
16 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Everside International Fund IV, LP ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $302M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside SBIC I, LP ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $285M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Fund IV, LP ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $229M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Fund IV Pf, LP ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $53.0M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Fund III Pf, LP ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $57.0M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Select Dental Spv, LLC ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $8.0M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Fund III, LP ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $234M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside International Fund III, LP ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $219M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Overflow Direct Fund, LP ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $56.1M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Usi Spv, LLC ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $37.1M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Offshore Overflow Direct Fund, LP ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $30.0M as of Aug 7, 2024 | no Form D | Unknown | |
| Everside Fund II F1, LP ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $133M as of Aug 7, 2024 | no Form D | Successor fundraising | |
| Everside International Fund II, LP ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $101M as of Aug 7, 2024 | no Form D | Successor fundraising | |
| Everside Fund II, LP ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $62.4M as of Aug 7, 2024 | no Form D | Successor fundraising | |
| Suncap Scoop S.A. Compartment G ADV: Other Private Fund | Fund of funds | unknown | $44.0M as of Aug 7, 2024 | no Form D | Mature | |
| Everside Founders Fund, LP ADV: Private Equity Fund | Fund of funds | unknown | $28.9M as of Aug 7, 2024 | no Form D | Mature |
Team
15 current, 4 former
Managing partner (5)
- Chris Scott Shackleton · Managing Member · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Moritz Karl Ulrich Poehl · Managing Member · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Moritz Karl Ulrich Poehl · Founder, Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nate Kirk · Founder, Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nathaniel Thayer Kirk · Managing Member · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- Adam Louis Gray · Manager · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Francesco Sala · Managing Director, Director of Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- Ben Martinez · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Billy Allen · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- David Kim · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- Billy Chen · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nate Palumbo · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Shannon Chan · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- Jakov Bijelic · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- Bernard Joseph Bresnahan · Chief Compliance Officer · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- Christine M Seaver · Trustee · Jan 1, 2006 to Mar 29, 2018 Inference
- Melissa J. Kent · Trustee · Jan 1, 2006 to Mar 29, 2018 Inference
- Alexander Medina Seaver · Manager · Jan 1, 2006 to Mar 29, 2018 Inference
- Bradley Robert Kent · Manager · Jan 1, 2006 to Mar 29, 2018 Inference
Portfolio
2 relationships, 1 platforms, 1 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| SBIC add-on to For | Add-on | active | Dec 23, 2025 transaction announcement | 9 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| For | Platform | active | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 11, 2026 | Platform acquisition | Erie Strayer Company | Co-investor | tecum.com |
| Feb 11, 2026 | Majority investment | Erie Strayer Company | Co-investor | tecum.com |
| Dec 23, 2025 | Add-on acquisition | SBIC | Sponsor (confirmed) | everside.com |
| Oct 27, 2025 | Platform acquisition | RidgeRock Retaining Walls | Co-investor | lippes.com |
| Feb 10, 2022 | Platform acquisition | Custom Computer Specialists, LLC | Co-investor | tecum.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- Alvine Capital Management Limited 2 shared · recurring · last Jan 1, 2022
- IVY Hill Irbd, LLC 1 shared · one time · last Jan 1, 2022
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
56 most recent
- Sep 15, 2026August 2026 Everside Capital Partners Announces Investment in Diamond Art Club
- Sep 15, 2026August 2026 Everside Capital Partners Announces Add-On Investment in Catalis Dental Lab Partners
- Sep 15, 2026April 2026 Everside Capital Partners Announces Investment in RK HydroVac
- Sep 15, 2026February 2026 Everside Capital Partners Announces Investment in Erie Strayer Company LLC
- Sep 15, 2026February 2026 Everside Capital Partners Announces Investment in Overwatch Mission Critical
- Sep 15, 2026December 2025 Everside Capital Partners Announces Investment in DCS Asset Maintenance
- Sep 15, 2026December 2025 Everside Capital Partners Announces Investment in Sports Attack, LLC
- Sep 15, 2026October 2025 Everside Capital Partners Announces Investment in RidgeRock Retaining Walls, LLC
- Sep 15, 2026September 2025 Everside Capital Partners Announces Investment in Party Reflections
- Sep 15, 2026September 2025 Everside Capital Partners Announces Exit of Alcrete
- Sep 15, 2026September 2025 Everside Capital Partners Announces Exit of US Internet
- Sep 15, 2026September 2025 Everside Capital Partners Announces Investment in Rumble Pest Solutions
- Sep 15, 2026July 2025 Everside Capital Partners Announces Investment in Sight & Sound Productions
- Sep 15, 2026February 2025 Everside Capital Partners Announces Investment in Pan-Am Dental
- Sep 15, 2026February 2025 Everside Capital Partners Announces Exit in B-O-F
- Sep 15, 2026January 2025 Everside Capital Partners Announces Investment in American Vascular Associates
- Sep 15, 2026January 2025 Everside Capital Partners Announces Sale of Odyssey Aviation U.S.
- Sep 15, 2026December 2024 Everside Capital Partners Announces Investment in Seedbox Solution
- Sep 15, 2026December 2024 Everside Capital Partners Announces Investment in Coastline Wealth Management, LLC
- Sep 15, 2026November 2024 Everside Capital Partners Announces Investment in Floorguard, Inc.
- Sep 15, 2026October 2024 Everside Capital Partners Announces Investment In Sunny Communications
- Sep 15, 2026August 2024 Everside Capital Partners Announces Investment in W Electric Intermediate, LLC
- Sep 15, 2026August 2024 Everside Capital Partners Announces Investment in Atlas Vineyard Management, LLC
- Sep 15, 2026June 2024 Everside Capital Partners Announces Investment in Leader Acquisition, LLC
- Sep 15, 2026June 2024 Everside Capital Partners Announces Investment in Mechanical Concepts Holdings, LLC
- Sep 15, 2026March 2024 Everside Capital Partners Announces Investment in Sparkle Express Car Wash Group, Inc.
- Sep 15, 2026March 2024 Everside Capital Partners Announces Investment in Quality Glass and Mirror Service, LLC
- Sep 15, 2026February 2024 Everside Capital Partners Announces Investment in Quality Environmental Services, LLC
- Sep 15, 2026February 2024 Everside Capital Partners Announces Investment in Rural Partners in Medicine, LLC
- Sep 15, 2026October 2023 Everside Capital Partners Announces Investment in Athenix Holdings, LLC
- Sep 15, 2026September 2023 Everside Capital Partners Announces Investment in Stratus Surfaces, LLC
- Sep 15, 2026September 2023 Everside Capital Partners Announces Investment in Together Women’s Health, LLC
- Sep 15, 2026July 2023 Everside Capital Partners Announces Investment in Prime Providers Holdings, LLC
- Sep 15, 2026June 2023 Everside Capital Partners Announces Investment in Sports Facilities Companies, LLC
- Sep 15, 2026March 2023 Everside Capital Partners Announces Investment in Alcrete Pell City, LLC
- Sep 15, 2026February 2023 Everside Capital Partners Announces Investment in Odyssey Aviation U.S.
- Sep 15, 2026January 2023 Everside Capital Partners Announces Investment in Business Solution Partners, LLC
- Sep 15, 2026January 2023 Everside Capital Partners Announces Investment BlueAlly Technology Solutions, LLC
- Sep 15, 2026February 2022 Everside Capital Partners Announces Investment in CentralBDC
- Sep 15, 2026April 2021 Everside Announces New Investment in Real Estate Services Platform
- Sep 15, 2026February 2021 Everside Announces Additional Investment in Fiber Optic Company
- Sep 15, 2026February 2021 Everside Announces New Investment in EyeCare Roll-up Platform
- Sep 15, 2026September 2020 Everside Milestone: Close of 30th Investment & Final Close of Fund II
- Sep 15, 2026September 2019 Everside Hires COO and CCO
- Sep 15, 2026July 2018 Everside Milestone: Closing Our 10th Investment
- Sep 15, 2026December 2017 Final Close of Everside Founders Fund
- Sep 15, 2026August 2017 John Jenks, Former Chief Investment Officer of the James Irvine Foundation and the State of Alaska joins Everside Capital Partners as Senior Advisor
- Sep 15, 2026July 2017 Todd Maclin, Former CEO of JP Morgan Chase Commercial Banking joins Everside Capital Partners as Senior Advisor
- Sep 15, 2026June 2017 Tom Bernard, Former Global Head of Lehman Brothers Credit Businesses joins Everside Capital Partners as Senior Advisor
- Sep 15, 2026April 2017 Chuck Royce, Founder of Royce & Associates joins Everside Capital Partners as Senior Advisor
- Jul 22, 2026Everside Capital Partners: Private Equity Funds on Form ADV 15 (2024 extract) -> 19 (roster 2026-09-01)
- Feb 11, 2026Everside Capital Partners, LLC was equity provider on CQL Capital's platform acquisition of Erie Strayer CompanyPe in independent sponsor dealFactErie Strayer CompanyDFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 11, 2026Everside Capital Partners, LLC was capital provider on CQL Capital's majority investment of Erie Strayer CompanyPe in independent sponsor dealFactErie Strayer CompanyDFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Oct 27, 2025Everside Capital Partners, LLC was equity provider on Cornerstone Capital Partners's platform acquisition of RidgeRock Retaining WallsPe in independent sponsor dealFactRidgeRock Retaining WallsDFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 10, 2022Everside Capital Partners, LLC was capital provider on Columbia River Partners's platform acquisition of Custom Computer Specialists, LLCPe in independent sponsor dealFactCustom Computer Specialists, LLCDFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 12, 2017Everside Capital Partners first filed Form ADV in the extract (ERA)
Across the graphs
Everside Capital Partners is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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