DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Sagard Real Estate Advisors
Legal name Everwest Advisors LLC
Latest filing Mar 31, 2026
First filing on the tape Oct 18, 2013 · 29 filings
SEC status approved since Oct 25, 2013
RAUM
$1.2B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
109
22 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
23
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$1.2B as of Mar 31, 2026
Feb 20, 2014$171M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Feb 20, 20140 then
Employees (5.A)109 as of Mar 31, 2026
Feb 20, 201418 then
Private funds23 as of Mar 31, 2026
Feb 20, 20142 then
RAUM +7.3% over the last fiscal year-11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $38.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $1.1B, 27 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 31reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 27 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
35 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Tamarisk Ewa Industrial, LLCno longer reported | Real Estate Fund | $201M | 2 | Mar 30, 2018 |
| Cl US Property Feeder I LP | Real Estate Fund | $182M | 1 | Mar 31, 2021 |
| Arsenal Real Estate Fund II, LPno longer reported | Real Estate Fund | $121M | 5 | Mar 20, 2015 |
| Arsenal Real Estate Fund 1a, LPno longer reported | Real Estate Fund | $115M | 12 | Mar 20, 2015 |
| Ew Gp Fund II LLC | Real Estate Fund | $84.2M | 3 | Mar 29, 2024 |
| Ew Gp Fund I LLC | Real Estate Fund | $75.0M | 3 | Mar 29, 2024 |
| Cl US Property Feeder III LP | Real Estate Fund | $70.0M | 1 | Mar 31, 2023 |
| Arsenal Real Estate Fund I, LPno longer reported | Real Estate Fund | $46.4M | 8 | Mar 20, 2015 |
| Arsenal Real Estate Fund II-Idf, LPno longer reported | Real Estate Fund | $41.6M | 4 | Mar 20, 2015 |
| Cl US Property Feeder II LP | Real Estate Fund | $35.7M | 1 | Mar 31, 2021 |
| Gwl Uspf Plus LLC | Other Private Fund | $30.5M | 15 | Mar 27, 2012 |
| Alliance Industrial Investors, LLC | Real Estate Fund | $28.2M | 21 | Feb 20, 2014 |
| Isp-2016-Series 16 Units | Real Estate Fund | $18.2M | 16 | Aug 2, 2016 |
| Uspf Direct Feeder LP | Real Estate Fund | $16.3M | 1 | Mar 31, 2022 |
| Ew12-Finch-Westminster, LLCno longer reported | Real Estate Fund | $16.2M | 9 | Mar 29, 2019 |
| Gwl Uspf L.P. | Other Private Fund | $15.0M | 434 | Mar 1, 2013 |
| Gwl Real Estate Plus L.P. | Other Private Fund | $7.9M | 4 | Mar 27, 2012 |
| Ew12-Inv-Vicinity, LLCno longer reported | Real Estate Fund | $7.0M | 2 | Mar 29, 2019 |
| Isp-2016-Series 14 Units | Real Estate Fund | $6.1M | 1 | Aug 2, 2016 |
| Ew 12-Inv-Brighton, LLCno longer reported | Real Estate Fund | $5.5M | 2 | Mar 30, 2018 |
| Alliance Distressed Real Estate Fund, LLCno longer reported | Real Estate Fund | $4.8M | 42 | Aug 2, 2016 |
| Isp-2014-Series 11 Units | Real Estate Fund | $4.2M | 32 | Mar 20, 2015 |
| Alliance Real Estate Value Fund IV, LLCno longer reported | Real Estate Fund | $4.2M | 89 | Aug 2, 2016 |
| Uspf Canadian Feeder LP | Real Estate Fund | $3.4M | 1 | Mar 31, 2023 |
| Isp-2014-Acp Series 12 Units | Real Estate Fund | $3.3M | 47 | Mar 20, 2015 |
| North 54th Street Investors, LLCno longer reported | Real Estate Fund | $3.2M | 11 | Mar 30, 2018 |
| Gwl International Fund LP | Other Private Fund | $1.6M | 1 | Mar 27, 2012 |
| Isp-2017-Series 17 Units | Real Estate Fund | $1.5M | 25 | Mar 30, 2018 |
| Alliance Real Estate Value Fund III, LLCno longer reported | Real Estate Fund | $910,000 | 83 | Aug 2, 2016 |
| Alliance Real Estate Fund 10, LLCno longer reported | Real Estate Fund | $342,338 | 36 | Feb 20, 2014 |
| Isp-2014-Series 13 Unitsno longer reported | Real Estate Fund | $328,665 | 11 | Mar 20, 2015 |
| Gwl Uspf Aif L.P. | Other Private Fund | $134,707 | 1 | Mar 30, 2020 |
| Isp-2016-Series 15 Unitsno longer reported | Real Estate Fund | $44,374 | 1 | Aug 2, 2016 |
| Ew12-Inv-Chestnut, LLC | Real Estate Fund | $0 | 5 | Mar 30, 2018 |
| Frontal Ew, LLC | Real Estate Fund | $0 | 5 | Mar 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Kennedy Jay Alexander · Chief Investment Officercontrolsince 10/2013 · owns less than 5%
- Alexander Mark Hoopes · Chief Compliance Officercontrolsince 08/2019 · owns less than 5%
- Wayne Richard Stone · President & Ceocontrolsince 10/2013 · owns less than 5%
- Scott Michael Warren · Chief Legal Officercontrolsince 05/2020 · owns less than 5%
- Blackmer Keith Wright · Chief Financial Officercontrolsince 10/2022 · owns less than 5%
- Roger Andre Desmarais · Trusteecontrolsince 10/2013 · owns F of The Desmarais Family Residuary Trust
- Guy Paul Desmarais · Trusteecontrolsince 10/2013 · owns F of The Desmarais Family Residuary Trust
- Caroline Sophie Desmarais · Trusteecontrolsince 03/2018 · owns F of The Desmarais Family Residuary Trust
- Albert Gary Doer · Trusteecontrolsince 05/2023 · owns F of The Desmarais Family Residuary Trust
- James Gregory Fleming · Trusteecontrolsince 02/2024 · owns F of The Desmarais Family Residuary Trust
Entity owners
- Everwest Holdings Inc. · Sole Memberdirect · owns 75% or more
- Pansolo Holding Inc. · Shareholderindirect · owns 50% to 75% of Power Corporation Of Canada
- Power Corporation Of Canada · Shareholderindirect · owns 75% or more of Sagard Holdings Participation Inc.
- Sagard Holdings Inc. · Shareholderindirect · owns 50% to 75% of Sagard Holdings Management Inc.
- Sagard Holdings Management Inc. · Shareholderindirect · owns 75% or more of Everwest Holdings Inc.
- Sagard Holdings Participation Inc. · Shareholderindirect · owns 75% or more of Sagard Holdings Inc.
- The Desmarais Family Residuary Trust · Shareholderindirect · owns 75% or more of Pansolo Holding Inc.
Related persons
Schedule D 7.A
- Diagram Corporationinvestment advisern
- Everwest Real Estate Investors, LLCpooled vehicle sponsorn
- Ew Manager, LLCpooled vehicle sponsory
- Gwl Plus Gp LLCpooled vehicle sponsorn
- Gwl Plus II Gp LLCpooled vehicle sponsorn
- Gwl Rei Gp, LLCpooled vehicle sponsorn
- Gwl Res Gp LLCpooled vehicle sponsorn
- Gwlra Gp LLCpooled vehicle sponsorn
- Halseypoint Asset Managementinvestment advisernRAUM $4.5B
- Sagard Private Equity Solutionsinvestment advisernRAUM $9.4B
- Sagard Holdings Manager (US) LLCinvestment advisernRAUM $1.4B
- Sagard Holdings Manager LPinvestment advisernRAUM $8.6B
- Sagard Sasinvestment adviserpooled vehicle sponsorn
- The Canada Life Assurance Companyreal estaten
Advisers that list Sagard Real Estate Advisors as a related person
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC1 employees
What changed
consecutive filings, newest first
- Accounts · 29 to 31Mar 27, 2025 to Mar 31, 2026
- Advisory employees · 20 to 22Mar 27, 2025 to Mar 31, 2026
- BD registered reps · 3 to 0Mar 27, 2025 to Mar 31, 2026
- Pooled vehicle clients · 27 to 29Mar 27, 2025 to Mar 31, 2026
- Assets in custody · $1.0B to $1.1BMar 27, 2025 to Mar 31, 2026
- Employees · 107 to 109Mar 27, 2025 to Mar 31, 2026
- Private funds · 21 to 23Mar 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.1B to $1.2BMar 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $12.6M to $10.0MMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.1B to $1.2BMar 27, 2025 to Mar 31, 2026
- RAUM · $1.1B to $1.2BMar 27, 2025 to Mar 31, 2026
- Accounts · 28 to 29Mar 29, 2024 to Mar 27, 2025
- Advisory employees · 24 to 20Mar 29, 2024 to Mar 27, 2025
- Business name · SAGARD REAL ESTATE ADVISORS AS OF OCTOBER 16, 2023 to SAGARD REAL ESTATE ADVISORSMar 29, 2024 to Mar 27, 2025
- Pooled vehicle clients · 26 to 27Mar 29, 2024 to Mar 27, 2025
- Assets in custody · $1.0B to $1.0BMar 29, 2024 to Mar 27, 2025
- Employees · 103 to 107Mar 29, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 27, 2025
- Private funds · 20 to 21Mar 29, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.1B to $1.1BMar 29, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $19.2M to $12.6MMar 29, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.2B to $1.1BMar 29, 2024 to Mar 27, 2025
- RAUM · $1.2B to $1.1BMar 29, 2024 to Mar 27, 2025
- Advisory employees · 20 to 24Nov 1, 2023 to Mar 29, 2024
- BD registered reps · 4 to 3Nov 1, 2023 to Mar 29, 2024
- Pooled vehicle clients · 24 to 26Nov 1, 2023 to Mar 29, 2024
- Assets in custody · $1.7B to $1.0BNov 1, 2023 to Mar 29, 2024
- Employees · 119 to 103Nov 1, 2023 to Mar 29, 2024
- Other offices · 0 to 1Nov 1, 2023 to Mar 29, 2024
- Private funds · 18 to 20Nov 1, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.7B to $1.1BNov 1, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $25.1M to $19.2MNov 1, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.2B to $1.2BNov 1, 2023 to Mar 29, 2024
- RAUM · $1.7B to $1.2BNov 1, 2023 to Mar 29, 2024
- Business name · EVERWEST ADVISORS LLC to SAGARD REAL ESTATE ADVISORS AS OF OCTOBER 16, 2023Oct 31, 2023 to Nov 1, 2023
- Accounts · 25 to 28Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 18 to 20Mar 31, 2022 to Mar 31, 2023
- BD registered reps · 3 to 4Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 23 to 24Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $1.7B to $1.7BMar 31, 2022 to Mar 31, 2023
Signals
19 dated events
- Sagard Real Estate Advisors reported RAUM $1.2B, down 33% from $1.7B (2023-11-01 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Guy Fortin (Trustee) no longer on Schedule A of Sagard Real Estate Advisors (listed 2023-11-01, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- James Gregory Fleming (Trustee) appeared on Schedule A of Sagard Real Estate AdvisorsMar 29, 2024 · Control person joined · fact
- Albert Gary Doer (Trustee) appeared on Schedule A of Sagard Real Estate AdvisorsMar 29, 2024 · Control person joined · fact
- Duncan Paul Andrews (Executive Vice President & Chief Financial Officer) no longer on Schedule A of Sagard Real Estate Advisors (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Michel Plessis-Belair (Trustee) no longer on Schedule A of Sagard Real Estate Advisors (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Blackmer Keith Wright (Chief Financial Officer) appeared on Schedule A of Sagard Real Estate AdvisorsMar 31, 2023 · Control person joined · fact
- Sagard Real Estate Advisors reported RAUM $1.7B, up 36% from $1.3B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Allen Larry Lance (Executive Vice President) no longer on Schedule A of Sagard Real Estate Advisors (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Earl David Ramsay (Senior V.P. - General Counsel) no longer on Schedule A of Sagard Real Estate Advisors (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Scott Michael Warren (Chief Legal Officer) appeared on Schedule A of Sagard Real Estate AdvisorsMar 31, 2021 · Control person joined · fact
- Everwest Advisors Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 30, 2020 · Succession (Item 4) · fact
- Sagard Real Estate Advisors reported 0 offices beyond its principal office, down from 5 (2019-08-29 to 2020-03-30)Mar 30, 2020 · Office count change · derived
- Sagard Real Estate Advisors reported RAUM $1.3B, up 221% from $412.7M (2019-08-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Sagard Real Estate Advisors reported 5 offices beyond its principal office, up from 0 (2019-03-29 to 2019-08-29)Aug 29, 2019 · Office count change · derived
- Alexander Mark Hoopes (Chief Compliance Officer) appeared on Schedule A of Sagard Real Estate AdvisorsAug 29, 2019 · Control person joined · fact
- Sagard Real Estate Advisors reported RAUM $412.7M, down 29% from $581.7M (2019-02-27 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Sagard Real Estate Advisors reported RAUM $581.7M, up 163% from $220.9M (2018-03-13 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- Alliance Real Property Advisors, Llc filed its initial SEC registration (Form ADV)Oct 18, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/sagard-real-estatereportedpublic record, Form ADV, Sep 17, 2026
- Website
- sagard.com/real-estatereportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-986-2222reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Sagard Real Estate Advisors is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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