Everwest Advisors Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 167125
· SEC file 801-78724
· Denver, CO
· sagard.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 29
- Avg AUM / client
- $41.4M
- Accounts
- 31
- Employees
- 109
AUM over time
$171M
$1.7B
Dec 2013
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 29 | $1.2B | 100.0% |
| Pension and profit sharing plans | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $583M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cl Us Property Feeder I Lp | Real Estate Fund | Delaware | $182M | 1 |
| Ew Gp Fund Ii Llc | Real Estate Fund | Delaware | $84.2M | 3 |
| Ew Gp Fund I Llc | Real Estate Fund | Delaware | $75.0M | 3 |
| Cl Us Property Feeder Iii Lp | Real Estate Fund | Delaware | $70.0M | 1 |
| Cl Us Property Feeder Ii Lp | Real Estate Fund | Delaware | $35.7M | 1 |
| Gwl Uspf Plus Llc | Other Private Fund | Delaware | $30.5M | 15 |
| Alliance Industrial Investors, Llc | Real Estate Fund | Delaware | $28.2M | 21 |
| Isp 2016 Series 16 Units | Real Estate Fund | Delaware | $18.2M | 16 |
| Uspf Direct Feeder Lp | Real Estate Fund | Delaware | $16.3M | 1 |
| Gwl Uspf L.P. | Other Private Fund | Delaware | $15.0M | 434 |
| Gwl Real Estate Plus L.P. | Other Private Fund | Delaware | $7.9M | 4 |
| Isp 2016 Series 14 Units | Real Estate Fund | Delaware | $6.1M | 1 |
| Isp 2014 Series 11 Units | Real Estate Fund | Delaware | $4.2M | 32 |
| Uspf Canadian Feeder Lp | Real Estate Fund | Delaware | $3.4M | 1 |
| Isp 2014 Acp Series 12 Units | Real Estate Fund | Delaware | $3.3M | 47 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander, Jay, Kennedy | Chief Investment Officer | Oct 2013 (13y) | Less than 5% | |
| Desmarais, Andre, Roger | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Desmarais, Paul, Guy | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Stone, Richard, Wayne | President & Ceo | Oct 2013 (13y) | Less than 5% | |
| Desmarais, Sophie, Caroline | Trustee | Mar 2018 (8y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Hoopes, Mark, Alexander | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Warren, Michael, Scott | Chief Legal Officer | May 2020 (6y) | Less than 5% | |
| Wright, Keith, Blackmer | Chief Financial Officer | Oct 2022 (4y) | Less than 5% | |
| Doer, Gary, Albert | Trustee | May 2023 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Fleming, Gregory, James | Trustee | Feb 2024 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Everwest Holdings Inc. | Sole Member | Feb 2018 | A | 75% or more |
| Sagard Holdings Management Inc. | Shareholder | Nov 2021 | B | ≈ 56.25% – 100% via Everwest Holdings Inc. |
| Power Corporation Of Canada | Shareholder | Dec 2016 | B | ≈ 15.82% – 75% via Sagard Holdings Participation Inc. |
| The Desmarais Family Residuary Trust | Shareholder | Oct 2015 | B | ≈ 5.93% – 56.25% via Pansolo Holding Inc. |
| Sagard Holdings Participation Inc. | Shareholder | Dec 2016 | B | ≈ 21.09% – 75% via Sagard Holdings Inc. |
| Pansolo Holding Inc. | Shareholder | Oct 2015 | B | ≈ 7.91% – 56.25% via Power Corporation Of Canada |
| Sagard Holdings Inc. | Shareholder | Feb 2021 | B | ≈ 28.13% – 75% via Sagard Holdings Management Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sagard Holdings Management Inc.: 75% – 100% of Everwest Holdings Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Power Corporation Of Canada: 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Everwest Holdings Inc. × 75% – 100% direct ≈ 15.82% – 75% of the firm
- The Desmarais Family Residuary Trust: 75% – 100% of Pansolo Holding Inc. × 50% – 75% of Power Corporation Of Canada × 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Everwest Holdings Inc. × 75% – 100% direct ≈ 5.93% – 56.25% of the firm
- Sagard Holdings Participation Inc.: 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Everwest Holdings Inc. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Pansolo Holding Inc.: 50% – 75% of Power Corporation Of Canada × 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Everwest Holdings Inc. × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Sagard Holdings Inc.: 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Everwest Holdings Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (20, $583M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cl Us Property Feeder I Lp | Real Estate Fund | $182M | $1.0M | 1 |
| Ew Gp Fund Ii Llc | Real Estate Fund | $84.2M | $1.0M | 3 |
| Ew Gp Fund I Llc | Real Estate Fund | $75.0M | $1.0M | 3 |
| Cl Us Property Feeder Iii Lp | Real Estate Fund | $70.0M | $1.0M | 1 |
| Cl Us Property Feeder Ii Lp | Real Estate Fund | $35.7M | $1.0M | 1 |
| Gwl Uspf Plus Llc | Other Private Fund | $30.5M | $1.0M | 15 |
| Alliance Industrial Investors, Llc | Real Estate Fund | $28.2M | $50.0K | 21 |
| Isp 2016 Series 16 Units | Real Estate Fund | $18.2M | $200K | 16 |
| Uspf Direct Feeder Lp | Real Estate Fund | $16.3M | $1.0M | 1 |
| Gwl Uspf L.P. | Other Private Fund | $15.0M | $1.0M | 434 |
| Gwl Real Estate Plus L.P. | Other Private Fund | $7.9M | $1.0M | 4 |
| Isp 2016 Series 14 Units | Real Estate Fund | $6.1M | $6.0M | 1 |
| Isp 2014 Series 11 Units | Real Estate Fund | $4.2M | $50.0K | 32 |
| Uspf Canadian Feeder Lp | Real Estate Fund | $3.4M | $1.0M | 1 |
| Isp 2014 Acp Series 12 Units | Real Estate Fund | $3.3M | $50.0K | 47 |
| Gwl International Fund Lp | Other Private Fund | $1.6M | $5.0M | 1 |
| Isp 2017 Series 17 Units | Real Estate Fund | $1.5M | $50.0K | 25 |
| Gwl Uspf Aif L.P. | Other Private Fund | $135K | $1.0M | 1 |
| Ew12 Inv Chestnut, Llc | Real Estate Fund | $0 | $500K | 5 |
| Frontal Ew, Llc | Real Estate Fund | $0 | $5.2M | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Bmo Harris Bank N.A. $560M (32% of AUM) Nov 2023
- Suntrust Bank $1.5M (0% of AUM) Feb 2019
- Firstbank Holding Company $743K (0% of AUM) Feb 2019
- Malvern Bank $325K (0% of AUM) Feb 2019
- Bank Of Colorado $193K (0% of AUM) Feb 2019
- Pnc Financial Services Group, Inc. $42.0K (0% of AUM) Feb 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗