DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E••••••• C•••••• P•••••••
Legal name E••••••• C•••••• P•••••••• L••
Latest filing Jul 22, 2026
First filing on the tape Nov 6, 2018 · 19 filings
SEC status approved since Dec 14, 2018
RAUM
$2.3B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$2.3B as of Jul 22, 2026
Mar 26, 2019$72.9M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 22, 2026
Mar 26, 20190 then
Employees (5.A)21 as of Jul 22, 2026
Mar 26, 20196 then
Private funds20 as of Jul 22, 2026
Mar 26, 20192 then
RAUM +22% over the last fiscal year+32% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 22, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $102MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••••• I••••••••• F••• I•• L• | Private Equity Fund | $302M | 63 | Mar 29, 2024 |
| E••••••• S••• I• L• | Private Equity Fund | $285M | 34 | Mar 29, 2024 |
| E••••••• F••• I••• L• | Private Equity Fund | $234M | 112 | Mar 30, 2022 |
| E••••••• F••• I•• L• | Private Equity Fund | $229M | 142 | Mar 29, 2024 |
| E••••••• I••••••••• F••• I••• L• | Private Equity Fund | $219M | 29 | Mar 30, 2022 |
| E••••••• F••• I• F•• L• | Private Equity Fund | $133M | 1 | Mar 30, 2020 |
| E••••••• I••••••••• F••• I•• L• | Private Equity Fund | $101M | 17 | Mar 30, 2020 |
| E••••••• F••• I•• L• | Private Equity Fund | $62.4M | 33 | Mar 30, 2020 |
| E••••••• F••• I•• P•• L• | Private Equity Fund | $57.0M | 3 | Mar 30, 2023 |
| E••••••• O••••••• D••••• F•••• L• | Private Equity Fund | $56.1M | 6 | Mar 30, 2022 |
| E••••••• F••• I• P•• L• | Private Equity Fund | $53.0M | 3 | Mar 29, 2024 |
| S••••• S•••• S•••• A••••• I• R•••••• O• I•• C••••••••• G• | Other Private Fund | $44.0M | 27 | Sep 12, 2017 |
| E••••••• U•• S••• L•• | Private Equity Fund | $37.1M | 7 | Mar 30, 2022 |
| E••••••• O••••••• O••••••• D••••• F•••• L• | Private Equity Fund | $30.0M | 3 | Mar 30, 2022 |
| E••••••• F••••••• F•••• L• | Private Equity Fund | $28.9M | 26 | Sep 12, 2017 |
| E••••••• S••••• D••••• S••• L•• | Private Equity Fund | $8.0M | 2 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• B••••••• J••••• · Chief Compliance Officercontrolsince 08/2019 · owns less than 5%
- K•••• N••••••••• T••••• · Managing Membercontrolsince 08/2016 · owns 25% to 50%
- P••••• M•••••• K••• U••••• · Managing Membercontrolsince 08/2016 · owns 25% to 50%
- G•••• A•••• L•••• · M••••••controlsince 01/2023 · owns F of S••••• L••
- S••••••••• C••••••••• S•••• · Managing Membercontrolsince 01/2023 · owns 25% to 50% of S••••• L••
Entity owners
- S••••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- C••••••• C•••••• M••••••••• L••investment advisernRAUM $2.3B
- E••••••• D••••• I• G•• L••pooled vehicle sponsorn
- E••••••• D••••• I• O••••••• M••••••• L••pooled vehicle sponsorn
- E••••••• G• I••• L••pooled vehicle sponsorn
- E••••••• G• I•• L••pooled vehicle sponsorn
- E••••••• G•• L••pooled vehicle sponsorn
- E••••••• M••••••••• C••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 23Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 10 to 12Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 17 to 22Mar 28, 2025 to Mar 30, 2026
- Employees · 19 to 21Mar 28, 2025 to Mar 30, 2026
- Private funds · 16 to 20Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.8B to $2.2BMar 28, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $100M to $180MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.9B to $2.3BMar 28, 2025 to Mar 30, 2026
- RAUM · $1.9B to $2.3BMar 28, 2025 to Mar 30, 2026
- Employees · 16 to 19Aug 7, 2024 to Mar 28, 2025
- Financial planning clients · unset to Aug 7, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.8B to $1.8BAug 7, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.9B to $1.9BAug 7, 2024 to Mar 28, 2025
- RAUM · $1.9B to $1.9BAug 7, 2024 to Mar 28, 2025
- Accounts · 13 to 18Jun 30, 2023 to Mar 29, 2024
- Advisory employees · 7 to 10Jun 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 12 to 17Jun 30, 2023 to Mar 29, 2024
- Employees · 11 to 16Jun 30, 2023 to Mar 29, 2024
- Private funds · 12 to 16Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $954M to $1.8BJun 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $56.2M to $100MJun 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.0B to $1.9BJun 30, 2023 to Mar 29, 2024
- RAUM · $1.0B to $1.9BJun 30, 2023 to Mar 29, 2024
- Accounts · 11 to 13Feb 8, 2023 to Mar 30, 2023
- Advisory employees · 6 to 7Feb 8, 2023 to Mar 30, 2023
- Pooled vehicle clients · 10 to 12Feb 8, 2023 to Mar 30, 2023
- Assets in custody · unset to 0.0Feb 8, 2023 to Mar 30, 2023
- Custody of client assets · false to trueFeb 8, 2023 to Mar 30, 2023
- Private funds · 10 to 12Feb 8, 2023 to Mar 30, 2023
- Discretionary RAUM · $753M to $954MFeb 8, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $809M to $1.0BFeb 8, 2023 to Mar 30, 2023
- RAUM · $809M to $1.0BFeb 8, 2023 to Mar 30, 2023
- Accounts · 6 to 11Feb 28, 2022 to Mar 30, 2022
- Advisory employees · 4 to 6Feb 28, 2022 to Mar 30, 2022
- Pooled vehicle clients · 5 to 10Feb 28, 2022 to Mar 30, 2022
- Employees · 6 to 11Feb 28, 2022 to Mar 30, 2022
- Private funds · 5 to 10Feb 28, 2022 to Mar 30, 2022
- Discretionary RAUM · $313M to $753MFeb 28, 2022 to Mar 30, 2022
- Pooled vehicle RAUM · $369M to $809MFeb 28, 2022 to Mar 30, 2022
- RAUM · $369M to $809MFeb 28, 2022 to Mar 30, 2022
Signals
5 dated events
- E••••••• C•••••• P••••••• reported RAUM $1.9B, up 86% from $1.0B (2023-06-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- E••••••• C•••••• P••••••• reported RAUM $809.4M, up 119% from $369.1M (2022-02-28 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- E••••••• C•••••• P••••••• reported RAUM $354.8M, up 387% from $72.9M (2019-11-14 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Joseph Bernard Bresnahan (Chief Compliance Officer) appeared on Schedule A of E••••••• C•••••• P•••••••Aug 26, 2019 · Control person joined · fact
- E••••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Nov 6, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••••••• C•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- E••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/everside-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- E•••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-603-3608reportedpublic record, Form ADV, Jul 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026