Everwest Advisors LLC

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Assets, Funds, Holdings

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Everwest Advisors LLC
CRD #167125
SEC #801-78724
CIK #
AUM $1.2 BB (2024-03-29)
Employees 103 (23% Investors, 3% Brokers)
Phone303-986-2222
Address18th Street
Denver, CO 80202
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
18001440108072036002009201420192025
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)
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CA 1.2
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Calmwater Asset Management LLC
CA 1.1
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Terra REIT Advisors LLC
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