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EVERWEST ADVISORS LLC, CRD 167125
DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TAMARISK EWA INDUSTRIAL, LLC | Real Estate Fund | $201M | Mar 31, 2021 | 2 | Mar 30, 2018 | dropped | 021-288121 |
| CL US PROPERTY FEEDER I LP | Real Estate Fund | $182M | Mar 29, 2024 | 1 | Mar 31, 2021 | reported | 021-99999 |
| ARSENAL REAL ESTATE FUND II, LP | Real Estate Fund | $121M | Aug 25, 2015 | 5 | Mar 20, 2015 | dropped | 021-9999999999 |
| ARSENAL REAL ESTATE FUND 1A, LP | Real Estate Fund | $115M | Aug 25, 2015 | 12 | Mar 20, 2015 | dropped | 021-9999999999 |
| EW GP FUND II LLC | Real Estate Fund | $84.2M | Mar 29, 2024 | 3 | Mar 29, 2024 | reported | n/a |
| EW GP FUND I LLC | Real Estate Fund | $75.0M | Mar 29, 2024 | 3 | Mar 29, 2024 | reported | n/a |
| CL US PROPERTY FEEDER III LP | Real Estate Fund | $70.0M | Mar 29, 2024 | 1 | Mar 31, 2023 | reported | 021-99999 |
| ARSENAL REAL ESTATE FUND I, LP | Real Estate Fund | $46.4M | Aug 25, 2015 | 8 | Mar 20, 2015 | dropped | 021-9999999999 |
| ARSENAL REAL ESTATE FUND II-IDF, LP | Real Estate Fund | $41.6M | Aug 25, 2015 | 4 | Mar 20, 2015 | dropped | 021-9999999999 |
| CL US PROPERTY FEEDER II LP | Real Estate Fund | $35.7M | Mar 29, 2024 | 1 | Mar 31, 2021 | reported | 021-99999 |
| GWL USPF PLUS LLC | Other Private Fund | $30.5M | Mar 29, 2024 | 15 | Mar 27, 2012 | reported | 021-54790 |
| ALLIANCE INDUSTRIAL INVESTORS, LLC | Real Estate Fund | $28.2M | Mar 29, 2024 | 21 | Feb 20, 2014 | reported | 021-243349 |
| ISP-2016-SERIES 16 UNITS | Real Estate Fund | $18.2M | Mar 29, 2024 | 16 | Aug 2, 2016 | reported | 021-280323 |
| USPF DIRECT FEEDER LP | Real Estate Fund | $16.3M | Mar 29, 2024 | 1 | Mar 31, 2022 | reported | 021-99999 |
| EW12-FINCH-WESTMINSTER, LLC | Real Estate Fund | $16.2M | Mar 30, 2020 | 9 | Mar 29, 2019 | dropped | 021-99999 |
| GWL USPF L.P. | Other Private Fund | $15.0M | Mar 29, 2024 | 434 | Mar 1, 2013 | reported | 021-185579 |
| GWL REAL ESTATE PLUS L.P. | Other Private Fund | $7.9M | Mar 29, 2024 | 4 | Mar 27, 2012 | reported | 021-40451 |
| EW12-INV-VICINITY, LLC | Real Estate Fund | $7.0M | Mar 30, 2020 | 2 | Mar 29, 2019 | dropped | 021-99999 |
| ISP-2016-SERIES 14 UNITS | Real Estate Fund | $6.1M | Mar 29, 2024 | 1 | Aug 2, 2016 | reported | 021-259926 |
| EW 12-INV-BRIGHTON, LLC | Real Estate Fund | $5.5M | Feb 27, 2019 | 2 | Mar 30, 2018 | dropped | n/a |
| ALLIANCE DISTRESSED REAL ESTATE FUND, LLC | Real Estate Fund | $4.8M | Feb 27, 2019 | 42 | Aug 2, 2016 | dropped | 021-139428 |
| ISP-2014-SERIES 11 UNITS | Real Estate Fund | $4.2M | Mar 29, 2024 | 32 | Mar 20, 2015 | reported | 021-243348 |
| ALLIANCE REAL ESTATE VALUE FUND IV, LLC | Real Estate Fund | $4.2M | Aug 2, 2016 | 89 | Aug 2, 2016 | dropped | 021-999999 |
| USPF CANADIAN FEEDER LP | Real Estate Fund | $3.4M | Mar 29, 2024 | 1 | Mar 31, 2023 | reported | 021-99999 |
| ISP-2014-ACP SERIES 12 UNITS | Real Estate Fund | $3.3M | Mar 29, 2024 | 47 | Mar 20, 2015 | reported | 021-243357 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALEXANDER, JAY, KENNEDY | CHIEF INVESTMENT OFFICER | Na | yes | 10/2013 | Oct 18, 2013 | Mar 29, 2024 |
| DESMARAIS, ANDRE, ROGER | Trustee | F | yes | 10/2013 | Mar 13, 2018 | Mar 29, 2024 |
| DESMARAIS, PAUL, GUY | Trustee | F | yes | 10/2013 | Mar 13, 2018 | Mar 29, 2024 |
| Desmarais, Sophie, Caroline | Trustee | F | yes | 03/2018 | Mar 13, 2018 | Mar 29, 2024 |
| DOER, GARY, ALBERT | Trustee | F | yes | 05/2023 | Mar 29, 2024 | Mar 29, 2024 |
| EVERWEST HOLDINGS INC. | SOLE MEMBER | E | yes | 02/2018 | Mar 31, 2022 | Mar 29, 2024 |
| FLEMING, GREGORY, JAMES | Trustee | F | yes | 02/2024 | Mar 29, 2024 | Mar 29, 2024 |
| HOOPES, MARK, ALEXANDER | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2019 | Aug 29, 2019 | Mar 29, 2024 |
| PANSOLO HOLDING INC. | Shareholder | D | yes | 10/2015 | Feb 27, 2018 | Mar 29, 2024 |
| POWER CORPORATION OF CANADA | Shareholder | E | yes | 12/2016 | Feb 27, 2018 | Mar 29, 2024 |
| SAGARD HOLDINGS INC. | Shareholder | D | yes | 02/2021 | Mar 31, 2022 | Mar 29, 2024 |
| SAGARD HOLDINGS MANAGEMENT INC. | Shareholder | E | yes | 11/2021 | Mar 31, 2022 | Mar 29, 2024 |
| SAGARD HOLDINGS PARTICIPATION INC. | Shareholder | E | yes | 12/2016 | Mar 31, 2022 | Mar 29, 2024 |
| STONE, RICHARD, WAYNE | PRESIDENT & CEO | Na | yes | 10/2013 | Oct 18, 2013 | Mar 29, 2024 |
| THE DESMARAIS FAMILY RESIDUARY TRUST | Shareholder | E | yes | 10/2015 | Mar 29, 2024 | Mar 29, 2024 |
| WARREN, MICHAEL, SCOTT | CHIEF LEGAL OFFICER | Na | yes | 05/2020 | Mar 31, 2021 | Mar 29, 2024 |
| WRIGHT, KEITH, BLACKMER | CHIEF FINANCIAL OFFICER | Na | yes | 10/2022 | Mar 31, 2023 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PERFORMANCE EQUITY MANAGEMENT, LLC | n/a | Other adviser | $9.4B | N | yes | n/a |
| SAGARD HOLDINGS MANAGER LP | n/a | Asset manager | $8.6B | N | yes | n/a |
| HALSEYPOINT ASSET MANAGEMENT, LLC | n/a | Asset manager | $4.5B | N | yes | n/a |
| SAGARD HOLDINGS MANAGER (US) LLC | n/a | Asset manager | $1.4B | N | yes | n/a |
| DIAGRAM CORPORATION | n/a | Former SEC adviser | n/a | N | yes | n/a |
| EVERWEST REAL ESTATE INVESTORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| EW MANAGER, LLC | n/a | n/a | n/a | Y | yes | n/a |
| GWL PLUS GP LLC | n/a | n/a | n/a | N | yes | n/a |
| GWL PLUS II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| GWL REI GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| GWL RES GP LLC | n/a | n/a | n/a | N | yes | n/a |
| GWLRA GP LLC | n/a | n/a | n/a | N | yes | n/a |
| SAGARD SAS | n/a | n/a | n/a | N | yes | n/a |
| THE CANADA LIFE ASSURANCE COMPANY | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Charlotte | Nc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.2B | $1.2B | 109 | 22 | 1 | 23 | n/a |
| 2024 | Mar 27, 2025 | $1.1B | $1.1B | 107 | 20 | 1 | 21 | n/a |
| 2023 | Mar 29, 2024 | $1.2B | $1.1B | 103 | 24 | 1 | 20 | $583M |
| 2022 | Mar 31, 2023 | $1.7B | $1.7B | 119 | 20 | 0 | 18 | $525M |
| 2021 | Mar 31, 2022 | $1.7B | $1.7B | 101 | 18 | 0 | 17 | $718M |
| 2020 | Mar 31, 2021 | $1.3B | $1.3B | 94 | 19 | 0 | 18 | $669M |
| 2019 | Mar 30, 2020 | $1.3B | $1.3B | 88 | 17 | 0 | 19 | $614M |
| 2018 | Mar 29, 2019 | $413M | $245M | 61 | 17 | 0 | 14 | $413M |
| 2017 | Mar 30, 2018 | $582M | $425M | 38 | 11 | 0 | 15 | $313M |
| 2016 | Mar 28, 2017 | $221M | $75.0M | 38 | 11 | n/a | 10 | $88.0M |
| 2015 | Mar 1, 2016 | $745M | $674M | 35 | 11 | n/a | 5 | $739M |
| 2014 | Mar 20, 2015 | $801M | $754M | 28 | 10 | n/a | 9 | $801M |
| 2013 | Feb 20, 2014 | $171M | $139M | 18 | 7 | n/a | 2 | $171M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $1.1B | 7.3% | $1.7B | -11.4% | 109 | 107 | 1 | 1 |