Everside Capital Partners
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Overview
Everside Capital Partners operates as an advisory company based in New York, New York. Everside Capital Partners controls $1.0 billion in assets across 13 customer accounts, placing it among the larger firms in the United States by assets under management (AUM). Everside Capital Partners has a small team, including 7 financial advisors. Everside Capital Partners does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, options and stocks.
Everside Capital Partners manages more than half of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell choices for the client's account without needing client authorization. Everside Capital Partners also manages one non-discretionary accounts with a total of $56.2 million in assets under management. Everside Capital Partners's average account size is $77.7 million. The typical financial advisor at Everside Capital Partners administers around two client accounts, placing it among the most personalized firms in the country.
The company's main office is located at 1290 Avenue Of The Americas 34Th Floor, New York, New York 10104. It is permitted to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Everside Capital Partners by the Numbers
$1.0 billion
11
13
$77.7 million
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. Fee types charged by the company likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its 13 clients, Everside Capital Partners's biggest client type is pooled investment vehicles. Around 33% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Everside Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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