9AT: EVERSIDE CAPITAL PARTNERS

other names

EVERSIDE CAPITAL PARTNERS
EVERSIDE CAPITAL PARTNERS, LLC
EVERSIDE CAPITAL PARTNERS COLLATERAL ADVISOR, LLC ("RELYING ADVISER")

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 12/14/2018
Other registrations (1)	SEC, ERA - Withdrawn, 11/06/2018
ADV Location	NEW YORK, NY, United States
Contact Info	646 xxxxxxx
Websites

AUM^*	2,336,781,000 24%
of that, discretionary	2,156,551,000 21%
Private Fund GAV^*	2,336,781,001 22%
Avg Account Size	101,599,174 -3%
SMA’s	No
Private Funds	28 11

Adviser Type

- Large advisory firm

Number of Employees 21 31%

of those in investment advisory functions 12 20%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count26	GAV$2,292,781,001
Fund TypeOther Private Fund	Count2	GAV$44,000,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CLARION CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund55.5m	Total Private Fund GAV1.1b	AUM1.9b	#Funds26
Adviser SHAMROCK CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund7.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund416.3m	Total Private Fund GAV7.5b	AUM6.7b	#Funds39
Adviser PEPPERTREE CAPITAL MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.6b	#Funds-
Adviser TRIVE CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund8.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund34.8m	Total Private Fund GAV8.1b	AUM8.0b	#Funds19
Adviser SOUTHFIELD CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund336.2m	Total Private Fund GAV2.9b	AUM2.1b	#Funds31
Adviser INNOVATUS CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund146.2m	Total Private Fund GAV1.3b	AUM1.4b	#Funds13
Adviser HARBOURVEST PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund191.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.8b	Total Private Fund GAV201.4b	AUM191.2b	#Funds505
Adviser GENERATION INVESTMENT MANAGEMENT LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund10.7b	Total Private Fund GAV21.0b	AUM-	#Funds31
Adviser THE VISTRIA GROUP, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund9.2b	Real Estate Fund3.9b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund881.7m	Total Private Fund GAV14.0b	AUM14.0b	#Funds27
Adviser 3I INVESTMENTS PLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund5.0b	Total Private Fund GAV15.7b	AUM-	#Funds20

Brochure Summary

Overview

Everside Capital Partners, LLC (the “Adviser”) together with its relying adviser, Everside Capital Partners Collateral Advisor, LLC (“Everside Collateral” and together with the Adviser, collectively, “Everside”) is an investment advisory firm with its principal place of business in New York, New York. Everside was founded in 2016 by Moritz Poehl and Nate Kirk (each a “Managing Member”). The Managing Members are the principal owners of the Adviser. Everside provides discretionary and non-discretionary investment advisory services to its advisory clients (collectively, “Clients”) which include pooled investment vehicles for which Everside serves as the investment adviser (or in a similar capacity). Everside tailors its advisory services to the specified investment mandates of its Clients, consistent with the Client’s governing documents, which may include, among other things, a private placement memorandum, limited partnership agreement, management or investment advisory agreement, and/or a subscription agreement (individually and collectively, the “Governing Documents”). Everside does not tailor its investment advice to individual investors in Clients. All investors orprospective investors of Clients should closely review the applicable Governing Documents with respect to, among other things, the terms, conditions and risks of investing. Everside invests either directly or indirectly

in, among other things, lower middle market focused debt and equity funds that are either licensed or in the process of becoming licensed as Small Business Investment Companies (“SBICs”) by the United States Small Business Administration. Everside (i) provides capital as an active limited partner of such managers directly (“Primary SBIC Investments” or “Primaries”), (ii) through purchases of limited partnership interests in the secondary market (“Secondary SBIC Investments” or “Secondaries”), and/or (iii) by making investments in securities offered directly by, or loans to, privately held operating companies (“Direct Co-investments” or “Directs”). Everside can also invest in other investment products. Depending on the Client, investments generally include a mix of Primaries, Secondaries, and Directs (generally the “Flagship Fund Clients”) or certain Clients invest generally in Directs only (generally the “Direct Fund Clients”). Everside has applied for and received a license with the Small Business Administration (the “SBA”) to license one or more Direct Fund Clients as a Small Business Investment Company (an “SBIC”). As of December 31, 2023, Everside managed approximately $1,878,344,000 in regulatory assets under management with $1,778,114,000 managed on a discretionary basis and $100,230,000 managed on a non-discretionary basis. Everside does not participate in wrap fee programs.

EVERSIDE CAPITAL PARTNERS

Adviser Profile

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