EVERWEST ADVISORS LLC

EVERWEST ADVISORS LLC of DENVER, CO is an SEC-registered investment adviser (CRD 167125). Regulatory assets under management: $1.2B.

Registration

Business model

Compensation: % of AUM, Other.

Clients served: Pooled vehicles, Charities, Investment cos, Other.

Officers, owners & control persons (29)

Showing 25 of 29 people.

NameRoleLocation
Gregory James FlemingTRUSTEERedwood City, CA
Warren W ScottCHIEF LEGAL OFFICERSt. Davids, PA
Paul Guy DesmaraisTRUSTEE
Sophie Caroline DesmaraisTRUSTEE
Gary Albert DoerTRUSTEE
Andre Roger DesmaraisTRUSTEE
Mark Alexander HoopesCHIEF COMPLIANCE OFFICER
Richard Wayne StonePRESIDENT & CEO
Jay Kennedy AlexanderCHIEF INVESTMENT OFFICER
Keith Blackmer WrightCHIEF FINANCIAL OFFICER
Mark Wayne BigarelCHIEF OPERATING OFFICER
FLEMING GREGORY JAMESTRUSTEE
HOOPES MARK ALEXANDERCHIEF COMPLIANCE OFFICER
DESMARAIS PAUL GUYTRUSTEE
ALEXANDER JAY KENNEDYCHIEF INVESTMENT OFFICER; ELECTED MANAGER; EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more)
PLESSIS-BELAIR MICHELTRUSTEE
FORTIN GUYTRUSTEE
DESMARAIS PAULTRUSTEE
DESMARAIS ANDRETRUSTEE
RAMSAY DAVID EARLCHIEF COMPLIANCE OFFICER; SENIOR V.P. -CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; SENIOR V.P. - GENERAL COUNSEL
STONE RICHARD WAYNEELECTED MANAGER; OFFICER; PRESIDENT & CEO
LANCE LARRY ALLENELECTED MANAGER; EXECUTIVE VICE PRESIDENT; OFFICER
RIFKIN BRUCE ALLENELECTED MANAGER
BENNIS JEFFREY DAVIDELECTED MANAGER
ANDREWS PAUL DUNCANCHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER

Private funds (23)

Real Estate Fund: 18 · Other Private Fund: 5

Showing 15 of 23 funds by gross asset value.

FundTypeFormedOwnersGross asset valueMin investment
CL US PROPERTY FEEDER I LPReal Estate FundDelaware1$187.6M$1.0M
SAGARD ENHANCED PROPERTY FUND C LPReal Estate FundDelaware2$150.2M$5.0M
EW GP FUND I LLCReal Estate FundDelaware4$75.1M$1.0M
CL US PROPERTY FEEDER III LPReal Estate FundDelaware1$72.6M$1.0M
EW GP FUND II LLCReal Estate FundDelaware2$51.9M$1.0M
EW GP FUND III LLCReal Estate FundDelaware2$41.0M$1.0M
CL US PROPERTY FEEDER II LPReal Estate FundDelaware1$33.8M$1.0M
ALLIANCE INDUSTRIAL INVESTORS, LLCReal Estate FundDelaware23$19.7M$50K
GWL USPF PLUS LLCOther Private FundDelaware15$17.7M$1.0M
USPF DIRECT FEEDER LPReal Estate FundDelaware1$16.6M$1.0M
ISP-2016-SERIES 16 UNITSReal Estate FundDelaware16$15.5M$200K
SAGARD ENHANCED PROPERTY FUND A LPReal Estate FundDelaware2$15.4M$5.0M
GWL USPF L.P.Other Private FundDelaware44$5.0M$1.0M
ISP-2014-ACP SERIES 12 UNITSReal Estate FundDelaware48$3.2M$50K
GWL REAL ESTATE PLUS L.P.Other Private FundDelaware4$3.1M$1.0M

Branch offices (2)

CityStateEmployeesPhone
CHARLOTTENC17048051008
CHARLOTTENC17048051008

Fund service providers (1)

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