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SAGARD REAL ESTATE ADVISORS

EVERWEST ADVISORS LLC

CRD 167125 · SEC 801-78724

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18TH STREET, 1099, DENVER, CO, 80202, United States

Phone

303-986-2222

Fax

303-986-7990

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.20B

Discretionary AUM

$1.19B

Team

109 total employees; 22 advisory reps; 1 broker-dealer reps

Clients

Fees

Percentage of AUM; AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPORTFOLIO MANAGEMENT FOR JOINT-VENTURES & OTHER CO-INVESTMENT VEHICLES

Client types

TypeClientsAUM
Pooled investment vehicles29$1.20B

States served

CO

All web addresses on file

Official SEC filing: View on IAPD