EVERSEPT PARTNERS, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$295M
Accounts
9
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
282358
Registered since
January 11, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.66%
  • Investment Companies1.34%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eversept Partners, L.P. is a SEC-registered hedge fund organized as a limited partnership in 2017 that serves institutional clients. The firm operates as an active manager and sponsor/GP for pooled vehicles and performs portfolio management for investment companies and other pooled investment structures. It also carries CPO/CTA responsibilities. Its compensation mix combines a percentage-of-assets under management fee with performance-based fees. Eversept is not registered as a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • KAMRAN MOGHTADERI

    Founder & CIOCRD 4782612

  • BALKIR ZIHNALI

    Chief Operating OfficerCRD 4894367

  • RON ROSENSTRAUS

    Chief Financial OfficerCRD 6022343

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
444 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth