Everest Investment Management LLC

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Assets, Funds, Holdings

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Everest Investment Management LLC
CRD #108842
SEC #801-57679
CIK #0002056683, 0001799910, 0001095073, 0002037160, 0002056391
AUM
Employees
Phone402-593-4513
Address5711 South 86th Circle
Omaha, NE 68127
Source [IAPD] [EDGAR]
Total AUM ($M)
907254361802001200920172025
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 30.8
Alphabet Inc 29.2
Microsoft Corp 29.0
Nvidia Corp 27.5
Taiwan Semiconductor Manufacturing Co Ltd 21.1
Apple Inc 21.0
Facebook Inc 15.1
Broadcom Inc 14.2
ServiceNow Inc 11.0
Palo Alto Networks Inc 10.5
View All
Holdings by Sector ($M)
70056042028014002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 25 81.9
By Discretionary
Discretionary 25 81.9
Non-Discretionary 0 0.0
Total 25 81.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 81.9
Total 25 81.9
EDGAR Form CIK 2011 - 2026
10-K [0001095073]
10-Q [0001095073]
3 [0001095073]
4 [0001095073]
5 [0001095073]
8-K [0001095073]
SC 13D [0001095073]
SC 13G [0001095073]
D [0001799910]
D [0002037160]
13F-HR [0002056391]
13F-HR [0002056683]
Form 13D/13G Filer Form 13D/13G Subject Filed
Norges Bank Everest Group Ltd [2026-05-11]
Vanguard Capital Management LLC Everest Group Ltd [2026-04-28]
Vanguard Portfolio Management LLC Everest Group Ltd [2026-04-28]
Wellington Management Group LLP Everest Group Ltd [2024-11-08]
Capital International Investors Everest RE Group Ltd [2021-02-16]
Capital International Investors Everest RE Group Ltd [2021-02-16]
State Street Corp Everest RE Group Ltd [2020-02-13]
Boston Partners Everest RE Group Ltd [2019-02-14]
AllianceBernstein LP Everest RE Group Ltd [2019-02-13]
State Street Corp Everest RE Group Ltd [2018-02-14]
View All
Form 3/4/5 Subject 2011 - 2026
Hartzband Meryl D
Everest Group Ltd
Howard John M
Levine Allan
Habayeb Elias F.
Keen Jason
Page Alan Darryl
Williamson James Allan
Kociancic Mark
Beggs Jill
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