Form D · Other Investment Fund
GWL USPF LP
Denver, CO · CIK 0001524439
Offering snapshot reported May 6, 2026 · SEC filing
- Reported sold
- $1.43B Indefinite offering
- Investors reported
- 64 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 1, 2012 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$1,426,390,525 → $1,427,922,545
- Reported investors63 → 64
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 6, 2026 | Amendment | $1,427,922,545 | $1,532,020vs May 27, 2025 | 64 | SEC filing |
| May 27, 2025 | Amendment | $1,426,390,525 | $500,000vs Apr 11, 2024 | 63 | SEC filing |
| Apr 11, 2024 | Amendment | $1,425,890,525 | $250,000vs Apr 12, 2023 | 61 | SEC filing |
| Apr 12, 2023 | Amendment | $1,425,640,525 | $84,658,286vs Apr 12, 2022 | 61 | SEC filing |
| Apr 12, 2022 | Amendment | $1,340,982,239 | $83,649,999vs Apr 12, 2021 | 31 | SEC filing |
| Apr 12, 2021 | Amendment | $1,257,332,240 | $94,426,625vs Apr 10, 2020 | 30 | SEC filing |
| Apr 10, 2020 | Amendment | $1,162,905,615 | $86,175,000vs Jul 11, 2019 | 25 | SEC filing |
| Jul 11, 2019 | Amendment | $1,076,730,615 | $0vs Apr 12, 2019 | 23 | SEC filing |
| Apr 12, 2019 | Amendment | $1,076,730,615 | $800,000vs Jan 7, 2019 | 23 | SEC filing |
| Jan 7, 2019 | Amendment | $1,075,930,615 | $0vs Oct 16, 2018 | 23 | SEC filing |
| Oct 16, 2018 | Amendment | $1,075,930,615 | $71,007,500vs Oct 16, 2017 | 23 | SEC filing |
| Oct 16, 2017 | Amendment | $1,004,923,115 | $254,111,001vs Oct 14, 2016 | 21 | SEC filing |
| Oct 14, 2016 | Amendment | $750,812,114 | $82,000,000vs Jul 15, 2016 | 16 | SEC filing |
| Jul 15, 2016 | Amendment | $668,812,114 | $78,234,000vs Oct 15, 2015 | 13 | SEC filing |
| Oct 15, 2015 | Amendment | $590,578,114 | $71,469,803vs Oct 15, 2014 | 11 | SEC filing |
| Oct 15, 2014 | Amendment | $519,108,311 | $517,108,311vs Oct 16, 2013 | 7 | SEC filing |
| Oct 16, 2013 | Amendment | $2,000,000 | $0vs Oct 15, 2013 | 5 | SEC filing |
| Oct 16, 2013 | Amendment | $2,000,000 | $0vs Oct 16, 2013 | 5 | SEC filing |
| Oct 15, 2013 | Initial | $2,000,000 | No comparison | 5 | SEC filing |
| Oct 15, 2012 | Initial | $1,000,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $225K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-204610
The Investment Manager, EverWest Advisors LLC, pays all expenses in connection with the offering.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| FORESIDE FINANCIAL SERVICES | 148477 |
Source: Form D, filed May 6, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
GWL USPF L.P.
Investment adviser: EVERWEST ADVISORS LLC
- Gross asset value
- $4.99M
- Beneficial owners
- 44
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
Filing source
Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4178721108
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Ever West Advisors Llc | Promoter |
| Investment Manager Of Issuer Everwest Funds Advisors Llc | Promoter |
| General Partner Gres Gp Llc | Director |
| General Partner Gre U.S. Property Fund Gp Llc | Director |
| Investment Manager Guggenheim Real Estate Llc | Promoter |
| Investment Manager Of Issuer Guggenheim Real Estate Llc | Promoter |
| Sponsor Guggenheim Trust Company | Promoter |
| Sponsor Guggenheim Trust Company Llc | Promoter |
| General Partner Gwl Res Gp Llc | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Denver, CO, 80202