Investment adviser · CRD 167125
SAGARD REAL ESTATE ADVISORS
Investment adviser filing (IA)
EVERWEST ADVISORS LLC
DENVER, CO, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.2B Form ADV · Item 5.F
- Client accounts
- 31 Accounts, not individual clients
- Employees
- 109 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 29 | $1,200,781,013 | 100.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2082764 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
38 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CL US PROPERTY FEEDER I LPReal Estate Fund · Last reported Mar 31, 2026$188MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-6586520580
- Reported beneficial owners
- 1
- Minimum commitment
- $1M
- Form D file number
- 021-99999
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGARD ENHANCED PROPERTY FUND C LPReal Estate Fund · Last reported Mar 31, 2026$150MGross asset value
Form D fundraising filings
Sagard Enhanced Property Fund C LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-5638911819
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
- Form D file number
- 021-519767
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EW GP FUND I LLCReal Estate Fund · Last reported Mar 31, 2026$75.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-2097448941
- Reported beneficial owners
- 4
- Minimum commitment
- $1M
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CL US PROPERTY FEEDER III LPReal Estate Fund · Last reported Mar 31, 2026$72.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-4229596056
- Reported beneficial owners
- 1
- Minimum commitment
- $1M
- Form D file number
- 021-99999
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EW GP FUND II LLCReal Estate Fund · Last reported Mar 31, 2026$51.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-6330732666
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EW GP FUND III LLCReal Estate Fund · Last reported Mar 31, 2026$41MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-6104171993
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CL US PROPERTY FEEDER II LPReal Estate Fund · Last reported Mar 31, 2026$33.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-9182812208
- Reported beneficial owners
- 1
- Minimum commitment
- $1M
- Form D file number
- 021-99999
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
18TH STREET, 1099DENVER, CO, 80202, United States
CRD 167125
Filing source
Form ADV 2082764 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.