EVERSIDE CAPITAL PARTNERS

RIASEC RegisteredEst. 2018
Total AUM
$2.3B
Discretionary
$2.2B
92% of AUM
Avg account
$102M
Accounts
23
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
289799
Registered since
December 14, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Everside Capital Partners is structured as a private equity manager that advises and sponsors pooled investment vehicles for institutional clients. The firm’s activity centers on managing closed-end and pooled private equity funds rather than providing retail advisory services. That focus shows up in both its business model and fee arrangements: it charges management fees calculated as a percentage of AUM and also collects performance-based fees consistent with private equity economics. The firm serves a small number of large institutional investors and acts as both adviser and sponsor/GP for its funds. It does not position itself as an ESG-driven allocator, nor does it operate as a multi-state registered adviser; its registered activities specifically list portfolio management for pooled investment vehicles and managing member or GP roles for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • BERNARD BRESNAHAN

    Chief Operating Officer and Chief Compliance OfficerCRD 4541820

  • Ruslan Klassen

    CFOCRD 8063420

Contacts

2 of 2
  • MORITZ POEHL

    Founder & Managing PartnerCRD 5762982

  • NATHANIEL KIRK

    Founder & Managing PartnerCRD 4871025

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
1290 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth