SourcingSourcing

EVERWEST ADVISORS LLC

C22
CRD 167125·SEC 801-78724·DENVER, CO
AUM
$1.20B
$1B+
Est. Revenue
$12.0M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVERWEST ADVISORS LLC
CRD
167125
SEC file #
801-78724
EIN
000000000
DBA names
Sagard Real Estate Advisors

Economics

AUM
$1.20B
AUM band
$1B+
AUM trajectory
'20'26
$412.7M → $1.20B▲ +191%
Client mix
Pooled Investment Vehicles29

Operations

Employees (total)
109
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'20'26
17 advisors → 22 advisors▲ +29%
Primary office
DENVER CO
Branches
Count1

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
sagard.com/real-estate

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVERWEST HOLDINGS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
EVERWEST HOLDINGS INC.
ALEXANDER, JAY, KENNEDY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SAGARD.COM
Rdap Domain Creation Date
2001-06-26T23:27:52Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
InterNetX GmbH

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001229354
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2003-04-28
Edgar Last Filing Date
2026-05-05
Edgar Form D Count
20
Edgar Form D Offerings
2026-05-052026-05-05 · 0001229354-26-000001
2025-05-272025-05-27 · 0000950138-25-000009
Edgar Former Names
GWL REAL ESTATE PLUS II L.P.
GUGGENHEIM PLUS II L.P.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street16
E*trade4
Edgar Addresses
Mailing
1099 18TH STREETSUITE 2900DENVER, CO 02116
Business
1099 18TH STREETSUITE 2900DENVER, CO 02116
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-05-05 · 0001229354-26-000001
D/A2025-05-27 · 0000950138-25-000009
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-26T23:27:52Z
Rdap Domain Last Changed
2025-06-27T07:47:52Z
Rdap Nameservers
Art.ns.cloudflare.comVivienne.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (5)

5
ALEXANDER, JAY, KENNEDY
Executive Officer · 2.5%
4744267
BIGAREL, MARK, WAYNE
Executive Officer · 2.5%
4137200
MARK ALEXANDER HOOPES
Executive Officer · 2.5%
2482339
STONE, RICHARD, WAYNE
Executive Officer · 2.5%
6255415
WRIGHT, KEITH, BLACKMER
Executive Officer · 2.5%
7707391