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EVERSIDE CAPITAL PARTNERS

NEW YORK, NY · CRD 289799 · IAPD ↗ · everside.com · 646-603-3608

$2.34BRegulatory AUM
12Advisory reps
21Employees
0Clients
n/aPlanning clients
20Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — EVERSIDE CAPITAL PARTNERS grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — EVERSIDE CAPITAL PARTNERS grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — EVERSIDE CAPITAL PARTNERS reported RAUM up 86% ($1.01B -> $1.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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