PONTE VEDRA BEACH, FLCRD 307661Latest ADV March 27, 2026
Eve Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra Beach, FL. Its latest Form ADV filing, dated March 27, 2026, reports $641M in regulatory assets under management, 14 employees, and 6 accounts.
Assets Under Management
$641M
Employees
14
Offices
--
Total Clients
6
Primary office
PONTE VEDRA BEACH, FL
208 PONTE VEDRA PARK DRIVE, PONTE VEDRA BEACH, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$641Mas of March 27, 2026
Discretionary100.0%
$641M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$641M
Total Accounts6
10Y AUM Change+$311M (+94.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee0:1
10Y Employee Change+2 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.