SAGARD REAL ESTATE ADVISORS

Legal name: EVERWEST ADVISORS LLC

CRD 167125File 801-78724

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.20B

Above cohort median (national)

Discretionary AUM

$1.19B

Non-discretionary $10.0M

Clients

31 accounts

Employees

109

Top 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Oct 25, 2013
Principal office: 18TH STREET, 1099, DENVER, CO, 80202
Phone: 303-986-2222
Website: https://sagard.com/real-estate/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.20B
Discretionary AUM: $1.19B
Non-discretionary AUM: $10.0M
Discretionary accounts: 24
Non-discretionary accounts: 7
Total accounts: 31
AUM per client: $41.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$0
Pooled investment vehicles	29	$1.20B
Pension and profit sharing plans	Fewer than 5	$0

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.