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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) |
| Fees | |
| Minimum | |
| 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 | |
| Other | GWL USPF AIF LP | 2020-03-30 | 0.1 M | |
| RE | Ew12-Finch-Westminster LLC | 2019-03-29 | 16.2 M | |
| RE | Ew12-Inv-Vicinity LLC | 2019-03-29 | 7.0 M | |
| RE | EW 12-Inv-Brighton LLC | 2018-03-30 | 5.5 M | |
| RE | Ew12-Inv-Chestnut LLC | 2018-03-30 | ||
| RE | Frontal EW LLC | 2018-03-30 | ||
| RE | Isp-2017-Series 17 Units | 2018-03-30 | 0.0 M | |
| RE | North 54th Street Investors LLC | 2018-03-30 | 3.2 M | |
| RE | Tamarisk EWA Industrial LLC | [2018-03-30] | 157.5 M | 201.2 M |
| Offered $157,500,000 · Filed 2017-06-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $7,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alliance Distressed Real Estate Fund LLC | [2016-08-02] | 4.8 M | |
| RE | Alliance Real Estate Value Fund III LLC | [2016-08-02] | 0.9 M | |
| RE | Alliance Real Estate Value Fund IV LLC | [2016-08-02] | 4.2 M | |
| RE | Isp-2016-Series 14 Units | [2016-08-02] | 6.0 M | 0.0 M |
| Offered $6,030,000 · Filed 2016-03-24 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $6,030,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Isp-2016-Series 15 Units | [2016-08-02] | 1.0 M | 0.0 M |
| Offered $1,000,000 · Filed 2017-02-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Isp-2016-Series 16 Units | [2016-08-02] | 9.8 M | 15.5 M |
| Offered $9,799,000 · Filed 2017-02-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Arsenal Real Estate Fund 1A LP | 2015-03-20 | 114.9 M | |
| RE | Arsenal Real Estate Fund II-Idf LP | 2015-03-20 | 41.6 M | |
| RE | Arsenal Real Estate Fund II LP | 2015-03-20 | 120.9 M | |
| RE | Arsenal Real Estate Fund I LP | 2015-03-20 | 46.4 M | |
| RE | ISP-2014-ACP Series 12 Units | [2015-03-20] | 12.0 M | 3.2 M |
| Offered $24,000,000 · Filed 2017-02-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $12,032,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Isp-2014-Series 11 Units | [2015-03-20] | 16.9 M | 0.7 M |
| Offered $20,000,000 · Filed 2015-07-09 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $50,000 · Remaining $3,075,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Isp-2014-Series 13 Units | [2015-03-20] | 3.9 M | 0.3 M |
| Offered $3,850,000 · Filed 2015-07-09 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $3,465,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alliance Industrial Investors LLC | [2014-02-20] | 10.8 M | 19.7 M |
| Offered $11,000,000 · Filed 2015-07-09 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $50,000 · Remaining $216,667 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alliance Real Estate Fund 10 LLC | [2014-02-20] | 11.8 M | 0.3 M |
| Offered $29,400,000 · Filed 2015-07-09 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $100,000 · Remaining $17,550,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | GWL USPF LP | [2013-03-01] | 1.0 M | 5.0 M |
| Filed 2012-10-15 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | GWL International Fund LP | [2012-03-27] | 50.0 M | 1.2 M |
| Offered $200,000,000 · Filed 2012-04-16 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining $150,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | GWL Real Estate Plus LP | 2012-03-27 | 3.1 M | |
| Other | GWL USPF Plus LLC | 2012-03-27 | 17.7 M | |
| AUM Breakdown | Accounts | AUM ($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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