Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / EVR Research LP

EVR Research LP

Private equity with venture activity · probableRichmond, VAevrresearch.comSEC registered investment adviser

registered adviser; venture funds are 0% of 1 private funds

Importance
20
moderate
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
100
high
Research priority
6
low
Identity and regulatory footprint
Headquarters
Richmond, VAadviserinfo.sec.gov
Office address
411 LIBBIE AVENUE, SUITE 3, Richmond, VA, 23226adviserinfo.sec.gov
Business phone
804.451.6810adviserinfo.sec.gov
Website
http://www.evrresearch.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Dec 24, 2024
Private funds reported
1 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$733Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$733Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
6
Owners on Schedule A
EVR Research GP, LLC (General Partner), NA
business email
ir@evrresearch.comevrresearch.compublished by the subject
business phone
804.451.6810adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
2 current, 2 departed
Benjamin Wolf Joffe
Managing Member · since Jun 1, 2015
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Derek John Webb
Cco/Cfo/Coo · since Dec 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
2 departed (kept with end dates)
  • Charles Howard Portz · Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer · Feb 1, 2016 to Jul 3, 2024 Inference
  • Karoline Cabell Thurman · Chief Compliance Officer · Jun 1, 2024 to Dec 24, 2024 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
5 dated events
  1. Dec 24, 2024
    Karoline Cabell Thurman (Chief Compliance Officer) no longer on Schedule A of EVR Research LP
    Person leftPeopleInferenceKaroline Cabell ThurmanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Dec 1, 2024
    Derek John Webb joined Schedule A of EVR Research LP as Cco/Cfo/Coo
    Person joinedPeopleFactDerek John WebbSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jul 3, 2024
    Charles Howard Portz (Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer) no longer on Schedule A of EVR Research LP
    Person leftPeopleInferenceCharles Howard PortzSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jun 1, 2024
    Karoline Cabell Thurman joined Schedule A of EVR Research LP as Chief Compliance Officer
    Person joinedPeopleFactKaroline Cabell ThurmanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Jan 29, 2019
    EVR Research LP first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 1 private funds
Evidence
28 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserDec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2019-01-29Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-12-24Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone804.451.6810Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees6Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersRichmond, VADec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address411 LIBBIE AVENUE, SUITE 3, Richmond, VA, 23226Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported1Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$733MDec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$733MDec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Dec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttp://www.evrresearch.comDec 24, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleEVR Research
“title tag”
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleEVR Research
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleEVR Research
“title tag”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)