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EVE PARTNERS

PONTE VEDRA BEACH, FL · CRD 307661 · IAPD ↗ · evepartners.com · 904-875-5375

$641.3MRegulatory AUM
12Advisory reps
14Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — EVE PARTNERS crossed $500M in regulatory AUM ($330.4M -> $641.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — EVE PARTNERS grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
December 2025 — EVE PARTNERS (PONTE VEDRA BEACH, FL) is newly SEC-registered with $330.4M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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