EVR RESEARCH LP other names

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Adviser Profile

As of Date:

07/03/2024

Adviser Type:

- Large advisory firm

Number of Employees:

6 20.00%

of those in investment advisory functions:

4

Registration:

SEC, Approved, 7/26/2021

Other registrations (3)
Former registrations

EVR RESEARCH LP

AUM:

732,815,421 5.48%

of that, discretionary:

732,815,421 5.48%

Private Fund GAV:

732,815,421 7.95%

Avg Account Size:

244,271,807 5.48%

SMA’s:

NO

Private Funds:

1

Contact Info

804 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
695M 595M 496M 397M 298M 198M 99M
2021 2022 2023

Recent News

EVR Research LP Buys 4, Sells 1 in 3rd Quarter
11/18/2022

Related Stocks: SSTI, TUFN, SMAR, LFG, UA,

gurufocus.com

EVR Research LP Buys Goodyear Tire & Rubber Co, Primo Water Corp, Datto Holding Corp, Sells ...
11/16/2021

Related Stocks: GT, MSP, VVV, PTVE, TUFN, GPP, PRMW, MGI, PRPL, ERII, HPE, SSTI, AVID, TLND, HY, ICUI, ADT, CPS,

gurufocus.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $732,815,421

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Private Funds



Employees




Brochure Summary

Overview

EVR Research, LP (hereinafter “EVR," “we," “us," “our” or the “Adviser”), a Delaware limited partnership formed on June 30, 2015, is an investment adviser with its principal place of business in Richmond, Virginia. EVR Research GP, LLC, a Delaware limited liability company, serves as the general partner of the Adviser (the “ManCo General Partner”). The Adviser and ManCo General Partner are each principally owned by Benjamin Wolf Joffe (the “Principal”). EVR provides investment advisory services focused on managing a long and short portfolio primarily in equity and equity-related instruments. Our advice to the Funds (as defined below) is based on the investment objectives and restrictions, if any, set forth in the applicable offering memorandum, organization documents, limited partnership agreement, investment management agreement, and/or subscription agreements, as the case may be (each a “Governing Document” and collectively, the “Governing Documents”). We do not tailor advisory services to Investors’ (as defined below) individual needs, and Investors may not impose restrictions on investing in certain securities or certain types of securities. Please see Item 8 – Method of Analysis, Investment Strategies and Risk of Loss for a further description of EVR’s investment objectives, strategies and associated risks. EVR serves as the investment manager to three private, pooled investment vehicles. The Funds employ
a long/short strategy and together form a single master-feeder structure. The Funds’ investment objective is to earn a superior, long-term absolute return by investing primarily in U.S. listed equities using both long and short positions. The Funds managed by EVR are as follows: EVR Master Fund, LP EVR Opportunity Fund, LP EVR Offshore Partners Fund, LTD (the “Master Fund”) (the “Onshore Feeder Fund”) (the “Offshore Feeder Fund”) Launch Date: December 1, 2018 Launch Date: July 1, 2016 Launch Date: July 1, 2021 Offshore 3(c)7 Domestic 3(c)7 Offshore 3(c)7 Cayman Islands Delaware Cayman Islands Dec 31st Year-End Dec 31st Year-End Dec 31st Year-End The Onshore Feeder Fund and the Offshore Feeder Fund are collectively referred to as the “Feeder Funds.” The Master Fund, the Onshore Feeder Fund, and the Offshore Feeder Fund are herein each referred to as a “Fund” or “Client,” and collectively referred to as the “Funds” or the “Clients.” The Onshore Feeder Fund’s “Limited Partners” and the Offshore Feeder Fund’s “Shareholders” are hereafter collectively referred to as the “Investors” where appropriate. Investors may subscribe for either limited partnership interests of the Onshore Feeder Fund or Master Fund (an “LP Interest”) or for shares of the Offshore Feeder Fund (“Shares” and collectively with LP Interest, “Interest”). As of December 31, 2023, EVR has $732,815,421 total gross assets under management on a discretionary basis. EVR does not have any assets under management on a non-discretionary basis.