EVERWEST ADVISORS LLC
Legal name: SAGARD REAL ESTATE ADVISORS
CRD #167125 SEC #801-78724 DENVER, CO 303-986-2222
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
107
Clients
--
Accounts
29
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $12.6M | 107 | 1 |
| Mar 2024 | $1.2B | $1.1B | $19.2M | 103 | 1 |
| Nov 2023 | $1.7B | $1.7B | $25.1M | 119 | 1 |
| Oct 2023 | $1.7B | $1.7B | $25.1M | 119 | 1 |
| Mar 2023 | $1.7B | $1.7B | $25.1M | 119 | 1 |
| Mar 2022 | $1.7B | $1.7B | $26.7M | 101 | 1 |
| Mar 2021 | $1.3B | $1.3B | $18.4M | 94 | 1 |
| Mar 2020 | $1.3B | $1.3B | $49.7M | 88 | 1 |
| Aug 2019 | $412.7M | $245.3M | $167.3M | 61 | 1 |
| Mar 2019 | $412.7M | $245.3M | $167.3M | 61 | 0 |
| Feb 2019 | $581.7M | $424.7M | $157M | 38 | 0 |
| May 2018 | $581.7M | $424.7M | $157M | 38 | 0 |
| Mar 2018 | $581.7M | $424.7M | $157M | 38 | 0 |
| Mar 2018 | $220.9M | $75M | $145.9M | 38 | 0 |
| Feb 2018 | $220.9M | $75M | $145.9M | 38 | 0 |
| Sep 2017 | $220.9M | $75M | $145.9M | 38 | 11 |
| Mar 2017 | $220.9M | $75M | $145.9M | 38 | 11 |
| Aug 2016 | $230M | $82.5M | $147.5M | 42 | 11 |
| Apr 2016 | $744.7M | $673.8M | $70.9M | 35 | 1 |
| Mar 2016 | $744.7M | $673.8M | $70.9M | 35 | 1 |
| Aug 2015 | $801.4M | $754.4M | $47.1M | 28 | 1 |
| Jun 2015 | $801.4M | $754.4M | $47.1M | 28 | 1 |
| Jun 2015 | $801.4M | $754.4M | $47.1M | 28 | 1 |
| Mar 2015 | $801.4M | $754.4M | $47.1M | 28 | 1 |
| Aug 2014 | $171M | $138.6M | $32.5M | 18 | 1 |
| Jul 2014 | $171M | $138.6M | $32.5M | 18 | 1 |
| Feb 2014 | $171M | $138.6M | $32.5M | 18 | 1 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees107
Clients1
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$19.2M
Employees103
Clients1
DateNov 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$25.1M
Employees119
Clients1
DateOct 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$25.1M
Employees119
Clients1
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$25.1M
Employees119
Clients1
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$26.7M
Employees101
Clients1
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$18.4M
Employees94
Clients1
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$49.7M
Employees88
Clients1
DateAug 2019
Total AUM$412.7M
Discretionary$245.3M
Non-Disc.$167.3M
Employees61
Clients1
DateMar 2019
Total AUM$412.7M
Discretionary$245.3M
Non-Disc.$167.3M
Employees61
Clients0
DateFeb 2019
Total AUM$581.7M
Discretionary$424.7M
Non-Disc.$157M
Employees38
Clients0
DateMay 2018
Total AUM$581.7M
Discretionary$424.7M
Non-Disc.$157M
Employees38
Clients0
DateMar 2018
Total AUM$581.7M
Discretionary$424.7M
Non-Disc.$157M
Employees38
Clients0
DateMar 2018
Total AUM$220.9M
Discretionary$75M
Non-Disc.$145.9M
Employees38
Clients0
DateFeb 2018
Total AUM$220.9M
Discretionary$75M
Non-Disc.$145.9M
Employees38
Clients0
DateSep 2017
Total AUM$220.9M
Discretionary$75M
Non-Disc.$145.9M
Employees38
Clients11
DateMar 2017
Total AUM$220.9M
Discretionary$75M
Non-Disc.$145.9M
Employees38
Clients11
DateAug 2016
Total AUM$230M
Discretionary$82.5M
Non-Disc.$147.5M
Employees42
Clients11
DateApr 2016
Total AUM$744.7M
Discretionary$673.8M
Non-Disc.$70.9M
Employees35
Clients1
DateMar 2016
Total AUM$744.7M
Discretionary$673.8M
Non-Disc.$70.9M
Employees35
Clients1
DateAug 2015
Total AUM$801.4M
Discretionary$754.4M
Non-Disc.$47.1M
Employees28
Clients1
DateJun 2015
Total AUM$801.4M
Discretionary$754.4M
Non-Disc.$47.1M
Employees28
Clients1
DateJun 2015
Total AUM$801.4M
Discretionary$754.4M
Non-Disc.$47.1M
Employees28
Clients1
DateMar 2015
Total AUM$801.4M
Discretionary$754.4M
Non-Disc.$47.1M
Employees28
Clients1
DateAug 2014
Total AUM$171M
Discretionary$138.6M
Non-Disc.$32.5M
Employees18
Clients1
DateJul 2014
Total AUM$171M
Discretionary$138.6M
Non-Disc.$32.5M
Employees18
Clients1
DateFeb 2014
Total AUM$171M
Discretionary$138.6M
Non-Disc.$32.5M
Employees18
Clients1