Eva Capital Management LP (New York)


Eva Capital Management LP is a mid-sized advisory firm based in New York. It manages $105.15 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Eva Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eva Capital Management: assets under management

The assets under management (AUM) of Eva Capital Management LP is $105.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 167% since the beginning of its operation, and $100.83 million of the total AUM is attributable to clients outside of the United States.

The firm manages $105.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.05 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eva Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eva Capital Management serves?

The only and largest group of clients of Eva Capital Management is pooled investment vehicles with 1 clients and $49.4 million of assets under management. Among the 9 most similar advisory firms, Eva Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $49.4 million for 1 clients. 96% of the firm’s clients are foreign persons or businesses.

Eva Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Eva Capital Management LP

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Nicholas Lobaccaro Managing partner / chief investment officer 1 Jun 2015 50% - 75% 2161584
Jeffrey Zeiger Limited partner 1 Jun 2015 Other 6647020
Eva Capital Llc General partner 1 Jun 2015 Other 81-1828077
Nicholas (Nmn) Lobaccaro Managing partner / chief investment officer 1 Jun 2015 50% - 75% 2161584
Llc Old Block Capital Partners Limited partner 1 Jun 2015 Other 81-0863113
Llc Eva Capital Gp General partner 1 Jun 2015 Other 81-1828077
Kenneth John Weiller Chief operating officer / chief compliance officer / limited partner 1 Feb 2016 Other 5075046
Robert Phillip Corwin Co-chief investment officer 1 Apr 2016 Other 3274696
Daniel Edward Mcmahon Chief financial officer 1 May 2016 Other 6055152
Andre Laport Ribeiro Limited partner 1 Jan 2017 Other 3021083
Jeffrey Robert Williams Chief operating officer / chief compliance officer / chief financial officer 1 Mar 2018 Other 2809695

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jeffrey Darren Zeiger Managing member 1 Jan 2015 75% - 100% 6647020

Based in New York

The principal office where Eva Capital Management LP performs its advisory services is located at 900 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-776-4560. The normal business hours are 8:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at evacap.com.