# EVERWEST ADVISORS LLC

EVERWEST ADVISORS LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 167125
- Type: SEC-registered investment adviser
- SEC file number: 801-78724
- Location: 18TH STREET, 1099, DENVER, CO, 80202
- Phone: 303-986-2222
- Latest filing: 2026-03-31
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $10.0M
- Clients: 109
- Accounts: 31

## Business model

- Compensation: % of AUM, Other
- Clients served: Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| [Gregory James Fleming](https://search.stillhousedata.com/person/519050) | TRUSTEE | Redwood City, CA |
| [Warren W Scott](https://search.stillhousedata.com/person/658226) | CHIEF LEGAL OFFICER | St. Davids, PA |
| [Paul Guy Desmarais](https://search.stillhousedata.com/person/662290) | TRUSTEE | — |
| [Sophie Caroline Desmarais](https://search.stillhousedata.com/person/662291) | TRUSTEE | — |
| [Gary Albert Doer](https://search.stillhousedata.com/person/662292) | TRUSTEE | — |
| [Andre Roger Desmarais](https://search.stillhousedata.com/person/662293) | TRUSTEE | — |
| [Mark Alexander Hoopes](https://search.stillhousedata.com/person/674164) | CHIEF COMPLIANCE OFFICER | — |
| [Richard Wayne Stone](https://search.stillhousedata.com/person/715244) | PRESIDENT & CEO | — |
| [Jay Kennedy Alexander](https://search.stillhousedata.com/person/715245) | CHIEF INVESTMENT OFFICER | — |
| [Keith Blackmer Wright](https://search.stillhousedata.com/person/715246) | CHIEF FINANCIAL OFFICER | — |
| [Mark Wayne Bigarel](https://search.stillhousedata.com/person/715247) | CHIEF OPERATING OFFICER | — |
| [FLEMING GREGORY JAMES](https://search.stillhousedata.com/person/729258) | TRUSTEE | — |
| [HOOPES MARK ALEXANDER](https://search.stillhousedata.com/person/732062) | CHIEF COMPLIANCE OFFICER | — |
| [DESMARAIS PAUL GUY](https://search.stillhousedata.com/person/761693) | TRUSTEE | — |
| [ALEXANDER JAY KENNEDY](https://search.stillhousedata.com/person/798731) | CHIEF INVESTMENT OFFICER; ELECTED MANAGER; EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more) | — |
| [PLESSIS-BELAIR MICHEL](https://search.stillhousedata.com/person/814733) | TRUSTEE | — |
| [FORTIN GUY](https://search.stillhousedata.com/person/814734) | TRUSTEE | — |
| [DESMARAIS PAUL](https://search.stillhousedata.com/person/814735) | TRUSTEE | — |
| [DESMARAIS ANDRE](https://search.stillhousedata.com/person/814736) | TRUSTEE | — |
| [RAMSAY DAVID EARL](https://search.stillhousedata.com/person/823558) | CHIEF COMPLIANCE OFFICER; SENIOR V.P. -CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; SENIOR V.P. - GENERAL COUNSEL | — |
| [STONE RICHARD WAYNE](https://search.stillhousedata.com/person/823559) | ELECTED MANAGER; OFFICER; PRESIDENT & CEO | — |
| [LANCE LARRY ALLEN](https://search.stillhousedata.com/person/823560) | ELECTED MANAGER; EXECUTIVE VICE PRESIDENT; OFFICER | — |
| [RIFKIN BRUCE ALLEN](https://search.stillhousedata.com/person/823561) | ELECTED MANAGER | — |
| [BENNIS JEFFREY DAVID](https://search.stillhousedata.com/person/823562) | ELECTED MANAGER | — |
| [ANDREWS PAUL DUNCAN](https://search.stillhousedata.com/person/826328) | CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER | — |


## Private funds (23)

Mix: Real Estate Fund 18 · Other Private Fund 5

_Showing 15 of 23 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CL US PROPERTY FEEDER I LP | Real Estate Fund | Delaware | 1 | $187.6M | $1.0M |
| SAGARD ENHANCED PROPERTY FUND C LP | Real Estate Fund | Delaware | 2 | $150.2M | $5.0M |
| EW GP FUND I LLC | Real Estate Fund | Delaware | 4 | $75.1M | $1.0M |
| CL US PROPERTY FEEDER III LP | Real Estate Fund | Delaware | 1 | $72.6M | $1.0M |
| EW GP FUND II LLC | Real Estate Fund | Delaware | 2 | $51.9M | $1.0M |
| EW GP FUND III LLC | Real Estate Fund | Delaware | 2 | $41.0M | $1.0M |
| CL US PROPERTY FEEDER II LP | Real Estate Fund | Delaware | 1 | $33.8M | $1.0M |
| ALLIANCE INDUSTRIAL INVESTORS, LLC | Real Estate Fund | Delaware | 23 | $19.7M | $50K |
| GWL USPF PLUS LLC | Other Private Fund | Delaware | 15 | $17.7M | $1.0M |
| USPF DIRECT FEEDER LP | Real Estate Fund | Delaware | 1 | $16.6M | $1.0M |
| ISP-2016-SERIES 16 UNITS | Real Estate Fund | Delaware | 16 | $15.5M | $200K |
| SAGARD ENHANCED PROPERTY FUND A LP | Real Estate Fund | Delaware | 2 | $15.4M | $5.0M |
| GWL USPF L.P. | Other Private Fund | Delaware | 44 | $5.0M | $1.0M |
| ISP-2014-ACP SERIES 12 UNITS | Real Estate Fund | Delaware | 48 | $3.2M | $50K |
| GWL REAL ESTATE PLUS L.P. | Other Private Fund | Delaware | 4 | $3.1M | $1.0M |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLOTTE | NC | 1 | 7048051008 |
| CHARLOTTE | NC | 1 | 7048051008 |


## Fund service providers (1)

- administrator: STATE STREET BANK AND TRUST COMPANY — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167125/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167125/similar
- Related entities: https://search.stillhousedata.com/firm/167125/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167125

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.