Investment adviser · CRD 289799

EVERSIDE CAPITAL PARTNERS

Investment adviser filing (IA)

EVERSIDE CAPITAL PARTNERS, LLC

NEW YORK, NY, United States · Form ADV filed Jul 22, 2026

Regulatory AUM: $2.34B
Client accounts: 23
Employees: 21
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	22	$2,336,781,000	100.0%

Filing source

Form ADV 2119603 · Jul 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

20 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EVERSIDE INTERNATIONAL FUND IV, LPPrivate Equity Fund · Last reported Jul 22, 2026$315MGross asset value

Form D fundraising filings

Everside International Fund IV, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New Mexico, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-4946254139
Reported beneficial owners: 69
Minimum commitment: $5M
Form D file number: 021-486397

Form ADV 2119603 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERSIDE SBIC I, LPPrivate Equity Fund · Last reported Jul 22, 2026$310MGross asset value

Form D fundraising filings

Everside SBIC I, LP

Feeder funds

EVERSIDE SBIC I OFFSHORE, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian FIFTH THIRD BANK, NATIONAL ASSOCIATION CINCINNATI, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-4388211334
Reported beneficial owners: 35
Minimum commitment: $1M
Form D file number: 021-488705

Form ADV 2119603 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERSIDE FUND III, LPPrivate Equity Fund · Last reported Jul 22, 2026$234MGross asset value

Form D fundraising filings

Everside Fund III, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-6085579396
Reported beneficial owners: 112
Minimum commitment: $5M
Form D file number: 021-419623

Form ADV 2119603 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERSIDE FUND IV, LPPrivate Equity Fund · Last reported Jul 22, 2026$233MGross asset value

Form D fundraising filings

Everside Fund IV, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-9016044172
Reported beneficial owners: 156
Minimum commitment: $5M
Form D file number: 021-486392

Form ADV 2119603 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERSIDE INTERNATIONAL FUND III, LPPrivate Equity Fund · Last reported Jul 22, 2026$219MGross asset value

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-7952444285
Reported beneficial owners: 29
Minimum commitment: $5M
Form D file number: 021-344938

Form ADV 2119603 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERSIDE INTERNATIONAL FUND V, LPPrivate Equity Fund · Last reported Jul 22, 2026$209MGross asset value

Form D fundraising filings

Everside International Fund V, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LP NEW YORK, New York, United States

Custodian CITIZENS BANK, N.A. MENLO PARK, California, United States Related to adviser: No

Marketer ALVINE CAPITAL MANAGEMENT LIMITED LONDON, United Kingdom Related to adviser: No

Marketer SELINUS CAPITAL ADVISORS GMBH FRANKFURT, Germany Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LP
PCAOB 49

Fund details & source

Fund ID: 805-5628232589
Reported beneficial owners: 38
Minimum commitment: $1M
Form D file number: 021-552156

Form ADV 2119603 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERSIDE FUND II F1, LPPrivate Equity Fund · Last reported Jul 22, 2026$133MGross asset value

Form D fundraising filings

Everside Fund II F1, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-6681279468
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-337960

Form ADV 2119603 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 22, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1290 AVENUE OF THE AMERICAS, 34TH FLOOR
NEW YORK, NY, 10104, United States

CRD 289799

Filing source

Form ADV 2119603 · Jul 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.