EVEREST MANAGEMENT CORP.
CRD #142945 SEC #801-120900 CUPERTINO, CA (408) 502-6015
SEC Registered
Total AUM
$307M
Discretionary
$281.4M
Employees
2
Clients
11
Accounts
330
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $307M | $281.4M | $25.6M | 2 | 0 |
| Jun 2025 | $307M | $281.4M | $25.6M | 2 | 0 |
| Feb 2025 | $307M | $281.4M | $25.6M | 2 | 0 |
| Nov 2024 | $222.4M | $201.1M | $21.3M | 2 | 0 |
| Aug 2024 | $222.4M | $201.1M | $21.3M | 2 | 0 |
| Mar 2024 | $222.4M | $201.1M | $21.3M | 2 | 0 |
| Feb 2024 | $222.4M | $201.1M | $21.3M | 2 | 0 |
| Jul 2023 | $160.2M | $143.8M | $16.4M | 2 | 0 |
| Jul 2023 | $160.2M | $143.8M | $16.4M | 2 | 0 |
| Jun 2023 | $160.2M | $143.8M | $16.4M | 2 | 0 |
| Jun 2023 | $160.2M | $143.8M | $16.4M | 2 | 0 |
| Feb 2023 | $160.2M | $143.8M | $16.4M | 2 | 0 |
| Mar 2022 | $143.3M | $125.5M | $17.8M | 2 | 0 |
| Aug 2021 | $116M | $100M | $16M | 2 | 0 |
| Mar 2021 | $116M | $100M | $16M | 2 | 0 |
DateOct 2025
Total AUM$307M
Discretionary$281.4M
Non-Disc.$25.6M
Employees2
Clients0
DateJun 2025
Total AUM$307M
Discretionary$281.4M
Non-Disc.$25.6M
Employees2
Clients0
DateFeb 2025
Total AUM$307M
Discretionary$281.4M
Non-Disc.$25.6M
Employees2
Clients0
DateNov 2024
Total AUM$222.4M
Discretionary$201.1M
Non-Disc.$21.3M
Employees2
Clients0
DateAug 2024
Total AUM$222.4M
Discretionary$201.1M
Non-Disc.$21.3M
Employees2
Clients0
DateMar 2024
Total AUM$222.4M
Discretionary$201.1M
Non-Disc.$21.3M
Employees2
Clients0
DateFeb 2024
Total AUM$222.4M
Discretionary$201.1M
Non-Disc.$21.3M
Employees2
Clients0
DateJul 2023
Total AUM$160.2M
Discretionary$143.8M
Non-Disc.$16.4M
Employees2
Clients0
DateJul 2023
Total AUM$160.2M
Discretionary$143.8M
Non-Disc.$16.4M
Employees2
Clients0
DateJun 2023
Total AUM$160.2M
Discretionary$143.8M
Non-Disc.$16.4M
Employees2
Clients0
DateJun 2023
Total AUM$160.2M
Discretionary$143.8M
Non-Disc.$16.4M
Employees2
Clients0
DateFeb 2023
Total AUM$160.2M
Discretionary$143.8M
Non-Disc.$16.4M
Employees2
Clients0
DateMar 2022
Total AUM$143.3M
Discretionary$125.5M
Non-Disc.$17.8M
Employees2
Clients0
DateAug 2021
Total AUM$116M
Discretionary$100M
Non-Disc.$16M
Employees2
Clients0
DateMar 2021
Total AUM$116M
Discretionary$100M
Non-Disc.$16M
Employees2
Clients0