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EVR RESEARCH LP

RICHMOND, VA · CRD 283385 · IAPD ↗ · evrresearch.com · 804.451.6810

$365.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — EVR RESEARCH LP reported RAUM down 30% ($517.9M -> $365.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2025 — EVR RESEARCH LP reported RAUM down 29% ($732.8M -> $517.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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