Everside Capital Partners

Fee-Only (% of Portfolio)

Everside Capital Partners is an investment advisory firm that manages investments for pooled investment vehicles. Everside invests in lower middle market debt and equity funds, either directly or indirectly. Everside does not tailor its investment advice to individual investors in the pooled investment vehicles. Everside receives an annual advisory fee and performance-based compensation.

Assets Under Management$1.9B
Clients17
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Everside manages investments for pooled investment vehicles and receives compensation in the form of an annual advisory fee of up to 2% of assets managed and performance-based compensation of up to 20% of net income and gains. The advisory fee is deducted from client accounts each quarter in advance. Fees are generally not negotiable.

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