Form D · Other Investment Fund

GWL USPF Plus LP

Denver, CO · CIK 0001229354

Offering snapshot reported May 5, 2026 · SEC filing

Reported sold
$1.28B
Indefinite offering
Investors reported
278
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 2, 2003
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$638M$1.28BMar 16, 2009: $1,059,193,332.00Mar 16, 2009Mar 3, 2010: $1,059,443,332.00Mar 3, 2011: $1,087,668,332.00Mar 5, 2012: $1,123,214,832.00Mar 4, 2013: $1,182,559,348.00Mar 3, 2014: $1,227,869,348.00Mar 3, 2015: $1,241,121,848.00Jan 15, 2016: $1,247,369,148.00Mar 3, 2016: $1,247,369,148.00Mar 3, 2017: $1,254,458,303.00Mar 5, 2018: $1,274,694,823.00Mar 6, 2019: $1,275,442,323.00Apr 10, 2020: $1,275,442,323.00Apr 12, 2021: $1,275,716,201.00Apr 12, 2022: $1,275,716,201.00Apr 12, 2023: $1,275,716,201.00Apr 11, 2024: $1,275,716,201.00May 27, 2025: $1,275,716,201.00May 5, 2026: $1,275,716,201.00May 5, 2026

Dates 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 5, 2026Amendment$1,275,716,201$0vs Apr 11, 2024278SEC filing
May 27, 2025Amendment$1,275,716,201$0vs Apr 11, 2024278SEC filing
Apr 11, 2024Amendment$1,275,716,201$0vs Apr 12, 2023278SEC filing
Apr 12, 2023Amendment$1,275,716,201$0vs Apr 12, 2022278SEC filing
Apr 12, 2022Amendment$1,275,716,201$0vs Apr 12, 2021278SEC filing
Apr 12, 2021Amendment$1,275,716,201$273,878vs Apr 10, 2020278SEC filing
Apr 10, 2020Amendment$1,275,442,323$0vs Mar 6, 2019273SEC filing
Mar 6, 2019Amendment$1,275,442,323$747,500vs Mar 5, 2018273SEC filing
Mar 5, 2018Amendment$1,274,694,823$20,236,520vs Mar 3, 2017273SEC filing
Mar 3, 2017Amendment$1,254,458,303$7,089,155vs Mar 3, 2016264SEC filing
Mar 3, 2016Amendment$1,247,369,148$0vs Jan 15, 2016259SEC filing
Jan 15, 2016Amendment$1,247,369,148$6,247,300vs Mar 3, 2015259SEC filing
Mar 3, 2015Amendment$1,241,121,848$13,252,500vs Mar 3, 2014255SEC filing
Mar 3, 2014Amendment$1,227,869,348$45,310,000vs Mar 4, 2013249SEC filing
Mar 4, 2013Amendment$1,182,559,348$59,344,516vs Mar 5, 2012244SEC filing
Mar 5, 2012Amendment$1,123,214,832$35,546,500vs Mar 3, 2011228SEC filing
Mar 3, 2011Amendment$1,087,668,332$28,225,000vs Mar 3, 2010214SEC filing
Mar 3, 2010Amendment$1,059,443,332$250,000vs Mar 16, 2009212SEC filing
Mar 16, 2009Amendment$1,059,193,332No comparisonNot reportedSEC filing
Mar 13, 2009Amendment$1,059,193,332No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$21K (estimated)
Finders' fees
$0
Form D file number
021-54790
The investment manager, EverWest Advisors LLC, pays all expenses in connection with the offering.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FORESIDE FINANCIAL SERVICES148477

Source: Form D, filed May 5, 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 PLUS LLC

Investment adviser: EVERWEST ADVISORS LLC

Gross asset value
$17.7M
Beneficial owners
15
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

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG HARTFORD, Connecticut, United States
Custodian STATE STREET BANK & TRUST COMPANY KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG
PCAOB 185

Filing source

Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2362386300

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.

People and organizations reported in Form D filings
NameReported role
N/A Everwest Advisors Llc Promoter
N/A Everwest Funds Advisors Llc Promoter
General Partner Guggenheim Plus Ii Gp Llc Promoter
General Partner Of Issuer Guggenheim Plus Ii Gp Llc Promoter
Investment Manager Of Issuer Guggenheim Real Estate Llc Promoter
Investment Manager Guggenheim Real Estate Llc Promoter
N/A Gwl Plus Gp Llc Promoter
N/A Gwl Plus Ii Gp Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1099 18 Th Street Suite 2900
Denver, CO, 02116