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EVERVIEW PARTNERS, L.P.

NEW YORK, NY · CRD 334067 · IAPD ↗ · everviewcap.com · (212)242-5800

$949.8MRegulatory AUM
12Advisory reps
21Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — EVERVIEW PARTNERS, L.P.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
August 2025 — EVERVIEW PARTNERS, L.P. now reports custody of client assets ($1.85B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
August 2025 — EVERVIEW PARTNERS, L.P. now reports 4 private fund(s) ($926.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
August 2025 — EVERVIEW PARTNERS, L.P. grew from 1 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — EVERVIEW PARTNERS, L.P. (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.