SourcingSourcing

EVE PARTNERS, LLC

C31
CRD 307661·SEC 801-134534·PONTE VEDRA BEACH, FL
AUM
$641.3M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVE PARTNERS, LLC
CRD
307661
SEC file #
801-134534
EIN
332166989
DBA names
Eve Partners

Economics

AUM
$641.3M
AUM band
$500M-$1B
AUM trajectory
'25'26
$330.4M → $641.3M▲ +94%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
14
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
10 advisors → 12 advisors▲ +20%
Primary office
PONTE VEDRA BEACH FL
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow 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
evepartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHICKEL, JOHN, JACOB
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SCHICKEL, JOHN, JACOB
AMLIE, CLAUDIA, SAENZ
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
EVEPARTNERS.COM
Rdap Domain Creation Date
2001-12-07T20:23:40Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002050750
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-01-02
Edgar Last Filing Date
2025-01-02
Edgar Form D Count
1
Edgar Form D Offerings
2025-01-022025-01-02 · 0002050750-25-000001

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
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
3652 3RD STREET SOUTHSUITE 150JACKSONVILLE BEACH, FL 32250
Business
3652 3RD STREET SOUTHSUITE 150JACKSONVILLE BEACH, FL 32250
Edgar EIN
332166989
Edgar Recent Filings
D2025-01-02 · 0002050750-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-07T20:23:40Z
Rdap Domain Last Changed
2025-10-08T06:27:02Z
Rdap Nameservers
Ns67.worldnic.comNs68.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2689107
Trust Company Affiliate
No

People (4)

4
SCHICKEL, JOHN, JACOB
Direct Owner · 87.5%
2689107
AMLIE, CLAUDIA, SAENZ
Executive Officer · 2.5%
4881033
Carlton, Matthew, Byron
Executive Officer · 2.5%
8168286
Keeley, Arlette, Demadura
Executive Officer · 2.5%
8148950