9AT: EVR RESEARCH LP

other names

Adviser Profile

As of Date	07/03/2024
Adviser Type - Large advisory firm
Number of Employees	6 20.00%
of those in investment advisory functions	4
Registration	SEC, Approved, 07/26/2021
Other registrations (3)	SEC, ERA - Withdrawn, 06/25/2021 Virginia, ERA - Withdrawn, 06/25/2021 Virginia, Terminated, 03/15/2019
Former registrations	EVR RESEARCH LP

AUM^*	732,815,421 5.48%
of that, discretionary	732,815,421 5.48%
Private Fund GAV^*	732,815,421 7.95%
Avg Account Size	244,271,807 5.48%
SMA’s	No
Private Funds	1
Contact Info	804 xxxxxxx
Websites

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

Fund Type	Count	GAV
Fund TypeHedge Fund	Count1	GAV$732,815,421

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 BERYL CAPITAL MANAGEMENT, LLC	Hedge Fund537.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV537.9m	AUM576.8m	#Funds2
Adviser GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC	Hedge Fund1.0b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM1.0b	#Funds1
Adviser ELGETHUN CAPITAL MANAGEMENT	Hedge Fund5.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund24.9m	Total Private Fund GAV30.7m	AUM786.6m	#Funds2
Adviser JHL CAPITAL GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM697.7m	#Funds-
Adviser KERRISDALE ADVISERS, LLC	Hedge Fund536.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV536.5m	AUM536.5m	#Funds2
Adviser PINNBROOK CAPITAL MANAGEMENT LP	Hedge Fund1.1b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.1b	#Funds1
Adviser BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED	Hedge Fund99.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV99.1m	AUM1.2b	#Funds1
Adviser NINE TEN CAPITAL MANAGEMENT	Hedge Fund471.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV471.8m	AUM471.8m	#Funds1
Adviser FREEDOM FINANCIAL ASSET MANAGEMENT, LLC	Hedge Fund758.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV758.0m	AUM758.0m	#Funds1
Adviser WYNKOOP LLC	Hedge Fund208.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV208.9m	AUM493.2m	#Funds3

Brochure Summary

Overview

EVR Research, LP (hereinafter “EVR," “we," “us," “our” or the “Adviser”), a Delaware limited partnership formed on June 30, 2015, is an investment adviser with its principal place of business in Richmond, Virginia. EVR Research GP, LLC, a Delaware limited liability company, serves as the general partner of the Adviser (the “ManCo General Partner”). The Adviser and ManCo General Partner are each principally owned by Benjamin Wolf Joffe (the “Principal”). EVR provides investment advisory services focused on managing a long and short portfolio primarily in equity and equity-related instruments. Our advice to the Funds (as defined below) is based on the investment objectives and restrictions, if any, set forth in the applicable offering memorandum, organization documents, limited partnership agreement, investment management agreement, and/or subscription agreements, as the case may be (each a “Governing Document” and collectively, the “Governing Documents”). We do not tailor advisory services to Investors’ (as defined below) individual needs, and Investors may not impose restrictions on investing in certain securities or certain types of securities. Please see Item 8 – Method of Analysis, Investment Strategies and Risk of Loss for a further description of EVR’s investment objectives, strategies and associated risks. EVR serves as the investment manager to three private, pooled investment vehicles. The Funds employ

a long/short strategy and together form a single master-feeder structure. The Funds’ investment objective is to earn a superior, long-term absolute return by investing primarily in U.S. listed equities using both long and short positions. The Funds managed by EVR are as follows: EVR Master Fund, LP EVR Opportunity Fund, LP EVR Offshore Partners Fund, LTD (the “Master Fund”) (the “Onshore Feeder Fund”) (the “Offshore Feeder Fund”) Launch Date: December 1, 2018 Launch Date: July 1, 2016 Launch Date: July 1, 2021 Offshore 3(c)7 Domestic 3(c)7 Offshore 3(c)7 Cayman Islands Delaware Cayman Islands Dec 31st Year-End Dec 31st Year-End Dec 31st Year-End The Onshore Feeder Fund and the Offshore Feeder Fund are collectively referred to as the “Feeder Funds.” The Master Fund, the Onshore Feeder Fund, and the Offshore Feeder Fund are herein each referred to as a “Fund” or “Client,” and collectively referred to as the “Funds” or the “Clients.” The Onshore Feeder Fund’s “Limited Partners” and the Offshore Feeder Fund’s “Shareholders” are hereafter collectively referred to as the “Investors” where appropriate. Investors may subscribe for either limited partnership interests of the Onshore Feeder Fund or Master Fund (an “LP Interest”) or for shares of the Offshore Feeder Fund (“Shares” and collectively with LP Interest, “Interest”). As of December 31, 2023, EVR has $732,815,421 total gross assets under management on a discretionary basis. EVR does not have any assets under management on a non-discretionary basis.

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EVR RESEARCH LP

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