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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) |
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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
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|
CO | 1.2 |
Guggenheim Real Estate LLC
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|
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
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|
CA | 1.1 |
Belveron Real Estate Partners LLC
✚
|
CA | 1.1 |
Brasa Capital Management LLC
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|
CA | 1.1 |
Terra REIT Advisors LLC
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|
NY | 1.1 |