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| Everwest Advisors LLC
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| CRD # | 167125 |
| SEC # | 801-78724 |
| CIK # | |
| AUM | 1,200.8 M (2026-03-31) |
| Employees | 109 (20% Investors, 0% Brokers) |
| Phone | 303-986-2222 |
| Address | 18th Street Denver, CO 80202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | EW GP Fund III LLC | 2026-03-31 | 41.0 M | |
| RE | Sagard Enhanced Property Fund A LP | [2026-03-31] | 76.0 M | 15.4 M |
| Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Sagard Enhanced Property Fund C LP | [2025-03-27] | 75.0 M | 150.2 M |
| Filed 2025-08-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | EW GP Fund II LLC | 2024-03-29 | 51.9 M | |
| RE | EW GP Fund I LLC | 2024-03-29 | 75.1 M | |
| RE | CL US Property Feeder III LP | 2023-03-31 | 72.6 M | |
| RE | USPF Canadian Feeder LP | 2023-03-31 | 3.0 M | |
| RE | USPF Direct Feeder LP | 2022-03-31 | 16.6 M | |
| RE | CL US Property Feeder II LP | 2021-03-31 | 33.8 M | |
| RE | CL US Property Feeder I LP | 2021-03-31 | 187.6 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 29 | 1,200.8 |
| (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 | 31 | 1,200.8 |
| By Discretionary | ||
| Discretionary | 24 | 1,190.7 |
| Non-Discretionary | 7 | 10.0 |
| Total | 31 | 1,200.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,200.8 | |
| Total | 31 | 1,200.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Stone | Executive Officer | 45 | 3 | |
| David Ramsay | Director, Executive Officer | 18 | 2 | |
| Jay Alexander | Director, Executive Officer | 11 | 2 | |
| Everwest Advisors LLC | Promoter | 9 | 2 | |
| Larry Lance | Director, Executive Officer | 9 | 2 | |
| Paul Andrews | Executive Officer | 8 | 2 | |
| Jeffrey Bennis | Director | 8 | 2 | |
| Bruce Rifkin | Director | 8 | 2 | |
| Investment Manager Guggenheim Real Estate LLC | Promoter | 5 | 2 | |
| General Partner Gre US Property Fund GP LLC | Director | 2 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional |
| Fund Types | Real Estate |
| Related Firms | State | AUM |
|---|---|---|
|
Everwest Advisors LLC
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|
CO | 1,200.8 M |
|
Guggenheim Real Estate LLC
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|
MA |
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|---|---|---|
|
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|
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|
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|
TX | 1,283.4 M |
|
Sagehall Management LP
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|
NY | 1,269.5 M |
|
Belveron Real Estate Partners LLC
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|
Oakhurst Advisors LLC
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|
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|
Albany Road Investment Advisers LLC
✚
|
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|
Cross Lake Partners LP
✚
|
NY | 1,177.1 M |
|
Acre Capital Advisors LLC
✚
|
CA | 1,160.3 M |
|
Sterling Investors LP
✚
|
NY | 1,136.9 M |
|
PSC Manager LLC
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|
PA | 1,135.4 M |