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SAGARD REAL ESTATE ADVISORS
Legal name: EVERWEST ADVISORS LLC
CRD 167125File 801-78724
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$1.19B
Non-discretionary $10.0M
Clients
29
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 107 | 109 | increased by2 |
| Apr 1, 2026 | Clients | 27 | 29 | increased by2 |
| Apr 1, 2026 | AUM | $1,119,579,951 | $1,200,781,013 | increased by$81,201,062 |
| Apr 1, 2026 | Accounts | 29 | 31 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 101 | 107 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 27 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,732,974,721 | $1,119,579,951 | decreased by$613,394,770 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 29 | increased by4 |
| Apr 1, 2022 | Employees | 94 | 101 | increased by7 |
| Apr 1, 2022 | Clients | 26 | 23 | decreased by3 |
| Apr 1, 2022 | AUM | $1,270,288,463 | $1,732,974,721 | increased by$462,686,258 |
| Apr 1, 2022 | Accounts | 26 | 25 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGARD REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGARD REAL” may also match similarly-named firms). Confirm identity against each filing.
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.