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| Everwest Advisors LLC
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| |
|---|---|
| CRD # | 167125 |
| SEC # | 801-78724 |
| CIK # | |
| AUM | $1.2 BB (2024-03-29) |
| Employees | 103 (23% Investors, 3% Brokers) |
| Phone | 303-986-2222 |
| Address | 18th Street Denver, CO 80202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | EW GP Fund II LLC | 2024-03-29 | 84.2 | |
| RE | EW GP Fund I LLC | 2024-03-29 | 75.0 | |
| RE | CL US Property Feeder III LP | 2023-03-31 | 70.0 | |
| RE | USPF Canadian Feeder LP | 2023-03-31 | 3.4 | |
| RE | USPF Direct Feeder LP | 2022-03-31 | 16.3 | |
| RE | CL US Property Feeder II LP | 2021-03-31 | 35.7 | |
| RE | CL US Property Feeder I LP | 2021-03-31 | 182.2 | |
| Other | GWL USPF AIF LP | 2020-03-30 | 0.1 | |
| RE | Ew12-Finch-Westminster LLC | 2019-03-29 | 16.2 | |
| RE | Ew12-Inv-Vicinity LLC | 2019-03-29 | 7.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 1,153.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 1,153.3 |
| By Discretionary | ||
| Discretionary | 21 | 1,134.1 |
| Non-Discretionary | 7 | 19.2 |
| Total | 28 | 1,153.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,153.3 | |
| Total | 28 | 1,153.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Richard Stone | 42 | |||
| David Ramsay | 18 | |||
| Jay Alexander | 11 | |||
| Larry Lance | 9 | |||
| Jeffrey Bennis | 8 | |||
| Bruce Rifkin | 8 | |||
| Paul Andrews | 8 | |||
| Investment Manager Guggenheim Real Estate LLC | 5 | |||
| General Partner Gre US Property Fund GP LLC | 2 | |||
| Craig Estrem | 2 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Everwest Advisors LLC
✚
|
CO | 1.2 |
|
Guggenheim Real Estate LLC
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jadian Capital LP
✚
|
CT | 1.2 |
|
Oakhurst Advisors LLC
✚
|
CA | 1.2 |
|
DSF Advisors LLC
✚
|
MA | 1.2 |
|
Alpine Grove Partners LLP
✚
|
NY | 1.2 |
|
Trigate Management LLC
✚
|
TX | 1.2 |
|
Greenpoint Group LP
✚
|
NY | 1.2 |
|
Calmwater Asset Management LLC
✚
|
CA | 1.1 |
|
Belveron Real Estate Partners LLC
✚
|
CA | 1.1 |
|
Brasa Capital Management LLC
✚
|
CA | 1.1 |
|
Terra REIT Advisors LLC
✚
|
NY | 1.1 |