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EVERSEPT PARTNERS, L.P.

CRD 282358File 801-108771
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.65B
Top 25% of cohort (national)
Discretionary AUM
$2.65B
Clients
9
9 accounts
Employees
10
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Jan 11, 2017
Principal office
444 MADISON AVENUE, 22ND FLOOR, NEW YORK, NY, 10022
Phone
212-271-4200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.65B
Discretionary AUM
$2.65B
Non-discretionary AUM
$0
Discretionary accounts
9
Non-discretionary accounts
0
Total accounts
9
AUM per client
$294.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$35.4M
Pooled investment vehicles8$2.62B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees910increased by1
Apr 1, 2026AUM$1,742,083,000$2,650,965,000increased by$908,882,000
Apr 1, 2026Accounts89increased by1
Dec 1, 2025
vs May 1, 2025
Clients89increased by1
May 1, 2025
vs Oct 1, 2022
Clients108decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$1,842,319,563$1,742,083,000decreased by$100,236,563
May 1, 2025
vs Oct 1, 2022
Accounts108decreased by2
Apr 1, 2022Employees79increased by2
Apr 1, 2022Clients1110decreased by1
Apr 1, 2022AUM$1,457,338,410$1,842,319,563increased by$384,981,153
Apr 1, 2022Accounts1110decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EVERSEPT PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERSEPT PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.