|
⚲
|
| Everest Management Corp
✚
|
|
|---|---|
| CRD # | 142945 |
| SEC # | 801-120900 |
| CIK # | 0001095073, 0001799910 |
| AUM | $222.4 MM (2024-08-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 408-502-6015 |
| Address | 10080 N Wolfe Road Cupertino, CA 95014 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.5 |
| (b) Individuals (high net worth individuals) | 66 | 217.9 |
| (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 | 329 | 222.4 |
| By Discretionary | ||
| Discretionary | 269 | 201.1 |
| Non-Discretionary | 60 | 21.3 |
| Total | 329 | 222.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.7 | |
| United States Persons | 207.7 | |
| Total | 329 | 222.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001095073] | |
| 10-Q | [0001095073] | |
| 3 | [0001095073] | |
| 4 | [0001095073] | |
| 5 | [0001095073] | |
| 8-K | [0001095073] | |
| SC 13D | [0001095073] | |
| SC 13G | [0001095073] | |
| D | [0001799910] |
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