SourcingSourcing

EVR RESEARCH LP

C41
CRD 283385·SEC 801-121869·RICHMOND, VA
AUM
$365.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVR RESEARCH LP
CRD
283385
SEC file #
801-121869
EIN
000000000
DBA names
—

Economics

AUM
$365.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$274.5M → $365.0M▲ +33%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
5 advisors → 4 advisors▼ -20%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
evrresearch.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOFFE, BENJAMIN, WOLF
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
JOFFE, BENJAMIN, WOLF
EVR RESEARCH GP, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EVRRESEARCH.COM
Rdap Domain Creation Date
2015-02-03T19:21:32Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001843019
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001843019-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
Goldman Sachs4
E*trade4
Fidelity3
Northern Trust2
Edgar Addresses
Mailing
411 LIBBIE AVENUE, SUITE 3RICHMOND, VA 23226
Business
411 LIBBIE AVENUE, SUITE 3RICHMOND, VA 23226
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001843019-26-000003
13F-HR2026-02-17 · 0001843019-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-03T19:21:32Z
Rdap Domain Last Changed
2025-01-06T17:33:54Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6663716
Trust Company Affiliate
No

People (2)

2
BENJAMIN WOLF JOFFE
Direct Owner · 87.5%
6663716
WEBB, DEREK, JOHN
Executive Officer · 2.5%
2658297