EVERSIDE CAPITAL PARTNERS other names

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Adviser Profile

As of Date:

08/07/2024

Adviser Type:

- Large advisory firm

Number of Employees:

16 45.45%

of those in investment advisory functions:

10 42.86%

Registration:

SEC, Approved, 12/14/2018

Other registrations (1)
AUM:

1,878,344,000 85.92%

of that, discretionary:

1,778,114,000 86.37%

Private Fund GAV:

1,878,344,000 85.92%

Avg Account Size:

104,352,444 34.28%

SMA’s:

NO

Private Funds:

16 4

Contact Info

646 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
954M 818M 681M 545M 409M 273M 136M
2018 2019 2020 2021 2022 2023

Recent News

Beverly Capital Invests in The Eye Health Group
03/03/2021

About Everside Capital Partners Everside Capital Partners ... Merion Investment Partners is a family of mezzanine capital funds that invests subordinated debt with equity features in companies ...

Yahoo Finance

Beverly Capital buys The Eye Health Group
03/03/2021

Everside Capital Partners and Merion Investment Partners ... Merion Investment Partners is a family of mezzanine capital funds that invests subordinated debt with equity features in companies ...

pehub.com

Beverly Capital Invests in The Eye Health Group
03/03/2021

About Everside Capital Partners Everside Capital Partners ... Merion Investment Partners is a family of mezzanine capital funds that invests subordinated debt with equity features in companies ...

businesswire.com

Beverly Capital Invests in The Eye Health Group
03/03/2021

About Everside Capital Partners Everside Capital Partners ... Merion Investment Partners is a family of mezzanine capital funds that invests subordinated debt with equity features in companies ...

digitaljournal.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 15 $1,834,344,000
Other Private Fund 1 $44,000,000

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Private Funds



Employees




Brochure Summary

Overview

Everside Capital Partners, LLC (the “Adviser”) together with its relying adviser, Everside Capital Partners Collateral Advisor, LLC (“Everside Collateral” and together with the Adviser, collectively, “Everside”) is an investment advisory firm with its principal place of business in New York, New York. Everside was founded in 2016 by Moritz Poehl and Nate Kirk (each a “Managing Member”). The Managing Members are the principal owners of the Adviser. Everside provides discretionary and non-discretionary investment advisory services to its advisory clients (collectively, “Clients”) which include pooled investment vehicles for which Everside serves as the investment adviser (or in a similar capacity). Everside tailors its advisory services to the specified investment mandates of its Clients, consistent with the Client’s governing documents, which may include, among other things, a private placement memorandum, limited partnership agreement, management or investment advisory agreement, and/or a subscription agreement (individually and collectively, the “Governing Documents”). Everside does not tailor its investment advice to individual investors in Clients. All investors orprospective investors of Clients should closely review the applicable Governing Documents with respect to, among other things, the terms, conditions and risks of investing. Everside invests either directly or indirectly
in, among other things, lower middle market focused debt and equity funds that are either licensed or in the process of becoming licensed as Small Business Investment Companies (“SBICs”) by the United States Small Business Administration. Everside (i) provides capital as an active limited partner of such managers directly (“Primary SBIC Investments” or “Primaries”), (ii) through purchases of limited partnership interests in the secondary market (“Secondary SBIC Investments” or “Secondaries”), and/or (iii) by making investments in securities offered directly by, or loans to, privately held operating companies (“Direct Co-investments” or “Directs”). Everside can also invest in other investment products. Depending on the Client, investments generally include a mix of Primaries, Secondaries, and Directs (generally the “Flagship Fund Clients”) or certain Clients invest generally in Directs only (generally the “Direct Fund Clients”). Everside has applied for and received a license with the Small Business Administration (the “SBA”) to license one or more Direct Fund Clients as a Small Business Investment Company (an “SBIC”). As of December 31, 2023, Everside managed approximately $1,878,344,000 in regulatory assets under management with $1,778,114,000 managed on a discretionary basis and $100,230,000 managed on a non-discretionary basis. Everside does not participate in wrap fee programs.