| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Eversource Capital Access Fund I, LLC | Real Estate | $7.6M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Benjamin Firman Control | Manager | Under 5% | 2025 |
| Bmss Eversource, LLC Control | Member | 10-25% | 2017 |
| Charles Victor Welden Control | Manager | Under 5% | 2017 |
Eversource Wealth Advisors, LLC reports $4 billion in regulatory assets under management on its Form ADV.
Eversource Wealth Advisors, LLC manages 1 private funds with combined gross assets of $7.6 million.
Eversource Wealth Advisors, LLC reports 76 employees.
Eversource Wealth Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2020.
Eversource Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243 |
| Phone | 205-982-5515 |
| Office hours | 8:00 a.m. To 5:00 p.m. (Cst) |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $3.89B |
| Non-discretionary | $66.5M |
| Total (RAUM) | $3.95B |