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EVERSEPT PARTNERS, L.P.

NEW YORK, NY · CRD 282358 · IAPD ↗ · eversept.com · 212-271-4200

$2.65BRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — EVERSEPT PARTNERS, L.P. reported RAUM up 52% ($1.74B -> $2.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — EVERSEPT PARTNERS, L.P. shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.