EVEREST MANAGEMENT CORP.
Adviser information for EVEREST MANAGEMENT CORP. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 269 | $201.1M |
| Non-Discretionary | 60 | $21.3M |
| Total | 329 | $222.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 7 | $4.5M |
| HNW Individuals | 66 | $217.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 3 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120900 |
|---|---|
| SEC ERA File Number | 801-120900 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142945 |
| Legal Entity Identifier | None |
Principal Office
10080 N. WOLFE ROADSUITE SW3-100
CUPERTINO
CA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: (408) 502-6015, Fax: None
Chief Compliance Officer
RANGA SRINIVASAN
FOUNDER & DIRECTOR
10080 N. WOLFE ROAD
SUITE SW3-100
CUPERTINO
CA
United States
Tel:
(408) 502-6015
R****@***************M
(Full email address available in API data)
Regulatory Contact
RAMPRASAD SATAGOPAN
FOUNDER & DIRECTOR
10080 N. WOLFE ROAD
SUITE SW3-100
CUPERTINO
CA
United States
Tel:
(408) 502-6015
R***@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SATAGOPAN, RAMPRASAD | Individual | – | FOUNDER & DIRECTOR | 01/2007 | 50-75% |
| SRINIVASAN, RANGA | Individual | – | FOUNDER & DIRECTOR / CHIEF COMPLIANCE OFFICER | 01/2007 | 50-75% |