EVERPAR ADVISORS LLC
Adviser information for EVERPAR ADVISORS LLC last updated from Form ADV on March 4th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 731 | $406.0M |
| Non-Discretionary | 0 | $0 |
| Total | 731 | $406.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 75 | $19.3M |
| HNW Individuals | 108 | $365.2M |
| 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 | <5 | $21.6M |
| 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 | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
2431 E. 61ST STREETSUITE 825
TULSA
OK
United States
Monday - Friday, 9AM - 5PM
Tel: 918-221-9290, Fax: 918-221-0279
Chief Compliance Officer
CRAIG SILBERG
MANAGING PARTNER
2431 E. 61ST STREET
SUITE 825
TULSA
OK
United States
Tel:
918-221-9290
Fax:
918-221-0279
C************@**********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 |
|---|---|---|---|---|---|
| EVERPAR HOLDINGS LLC | Domestic Entity | – | HOLDING COMPANY | 07/2023 | > 75% |
| KOSKI, TIMOTHY, T | Individual | – | MANAGING PARTNER | 09/2023 | 25-50% |
| CHRISTIAN, MICHAEL, DAVID | Individual | – | MANAGING PARTNER | 09/2023 | 25-50% |
| SILBERG, CRAIG, ROBERT | Individual | – | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | 09/2023 | 25-50% |
| ELLIS, DAVID, C | Individual | – | MANAGING PARTNER | 09/2023 | 5-10% |
| Hoffman, Courtney, Lynn | Individual | – | MANAGING PARTNER | 09/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 293K | 3K | – |
| ABBVIE INC | COM | 809K | 5K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 269K | 885 | – |
| ADOBE INC | COM | 998K | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 415K | 3K | – |
| AES CORP | COM | 232K | 13K | – |
| AIR PRODS & CHEMS INC | COM | 240K | 930 | – |
| ALCON AG | ORD SHS | 439K | 5K | – |
| ALLEGION PLC | ORD SHS | 332K | 3K | – |
| ALLSTATE CORP | COM | 376K | 2K | – |
| ALPHABET INC | CAP STK CL A | 2M | 11K | – |
| ALPHABET INC | CAP STK CL C | 3M | 14K | – |
| ALPS ETF TR | OSHARES US SMLCP | 503K | 12K | – |
| ALTRIA GROUP INC | COM | 205K | 5K | – |
| AMAZON COM INC | COM | 4M | 22K | – |
| AMERICAN ELEC PWR CO INC | COM | 904K | 10K | – |
| AMERICAN EXPRESS CO | COM | 266K | 1K | – |
| AMERICAN INTL GROUP INC | COM NEW | 333K | 4K | – |
| AMERICAN TOWER CORP NEW | COM | 356K | 2K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 420K | 3K | – |
| AMERIPRISE FINL INC | COM | 702K | 2K | – |
| AMETEK INC | COM | 283K | 2K | – |
| AMGEN INC | COM | 882K | 3K | – |
| AMPHENOL CORP NEW | CL A | 241K | 4K | – |
| ANSYS INC | COM | 558K | 2K | – |
| APPLE INC | COM | 10M | 45K | – |
| APPLIED MATLS INC | COM | 694K | 3K | – |
| ARISTA NETWORKS INC | COM | 658K | 2K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 254K | 248 | – |
| ASPEN TECHNOLOGY INC | COM | 421K | 2K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 592K | 8K | – |
| AT&T INC | COM | 204K | 11K | – |
| ATMOS ENERGY CORP | COM | 548K | 5K | – |
| AUTODESK INC | COM | 786K | 3K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 474K | 2K | – |
| BANK AMERICA CORP | COM | 727K | 18K | – |
| BARRICK GOLD CORP | COM | 202K | 12K | – |
| BENTLEY SYS INC | COM CL B | 721K | 15K | – |
| BERKLEY W R CORP | COM | 664K | 8K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 389K | 956 | – |
| BJS WHSL CLUB HLDGS INC | COM | 443K | 5K | – |
| BLACKROCK ETF TRUST | US EQT FACTOR | 258K | 6K | – |
| BLACKROCK INC | COM | 603K | 766 | – |
| BLACKSTONE INC | COM | 1M | 9K | – |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 862K | 28K | – |
| BOEING CO | COM | 770K | 4K | – |
| BOK FINL CORP | COM NEW | 205K | 2K | – |
| BOOKING HOLDINGS INC | COM | 590K | 149 | – |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 207K | 1K | – |
| BRIGHT HORIZONS FAM SOL IN D | COM | 328K | 3K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 448K | 11K | – |
| BROADCOM INC | COM | 3M | 2K | – |
| BROADRIDGE FINL SOLUTIONS IN | COM | 440K | 2K | – |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 553K | 17K | – |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 2M | 54K | – |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 250K | 9K | – |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 2M | 62K | – |
| CAPITAL ONE FINL CORP | COM | 538K | 4K | – |
| CARRIER GLOBAL CORPORATION | COM | 209K | 3K | – |
| CATERPILLAR INC | COM | 454K | 1K | – |
| CENOVUS ENERGY INC | COM | 211K | 11K | – |
| CENTENE CORP DEL | COM | 291K | 4K | – |
| CHARLES RIV LABS INTL INC | COM | 485K | 2K | – |
| CHEMED CORP NEW | COM | 315K | 580 | – |
| CHEVRON CORP NEW | COM | 2M | 15K | – |
| CHOICE HOTELS INTL INC | COM | 254K | 2K | – |
| CHUBB LIMITED | COM | 220K | 864 | – |
| CISCO SYS INC | COM | 1M | 27K | – |
| CITIGROUP INC | COM NEW | 334K | 5K | – |
| CME GROUP INC | COM | 300K | 2K | – |
| COCA COLA CO | COM | 1M | 19K | – |
| COHEN & STEERS LTD DURATION | COM | 408K | 21K | – |
| COMCAST CORP NEW | CL A | 377K | 10K | – |
| COMMERCE BANCSHARES INC | COM | 201K | 4K | – |
| CONOCOPHILLIPS | COM | 504K | 4K | – |
| CONSTELLATION BRANDS INC | CL A | 867K | 3K | – |
| COOPER COS INC | COM | 758K | 9K | – |
| COPART INC | COM | 252K | 5K | – |
| CORNING INC | COM | 530K | 14K | – |
| CORTEVA INC | COM | 739K | 14K | – |
| COSTCO WHSL CORP NEW | COM | 444K | 522 | – |
| COTERRA ENERGY INC | COM | 494K | 19K | – |
| CROWDSTRIKE HLDGS INC | CL A | 336K | 877 | – |
| CSX CORP | COM | 418K | 12K | – |
| CULLEN FROST BANKERS INC | COM | 348K | 3K | – |
| CVS HEALTH CORP | COM | 305K | 5K | – |
| D R HORTON INC | COM | 235K | 2K | – |
| DANAHER CORPORATION | COM | 608K | 2K | – |
| DARDEN RESTAURANTS INC | COM | 202K | 1K | – |
| DELTA AIR LINES INC DEL | COM NEW | 271K | 6K | – |
| DISNEY WALT CO | COM | 522K | 5K | – |
| DOLBY LABORATORIES INC | COM CL A | 471K | 6K | – |
| EATON CORP PLC | SHS | 806K | 3K | – |
| ECOLAB INC | COM | 616K | 3K | – |
| ELI LILLY & CO | COM | 2M | 3K | – |
| EMERSON ELEC CO | COM | 290K | 3K | – |
| ENTEGRIS INC | COM | 224K | 2K | – |
| EOG RES INC | COM | 289K | 2K | – |
| EQUIFAX INC | COM | 502K | 2K | – |
| EQUITY LIFESTYLE PPTYS INC | COM | 308K | 5K | – |
| EXPONENT INC | COM | 316K | 3K | – |
| EXXON MOBIL CORP | COM | 2M | 14K | – |
| FACTSET RESH SYS INC | COM | 345K | 846 | – |
| FAIR ISAAC CORP | COM | 703K | 472 | – |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 345K | 20K | – |
| FIRSTENERGY CORP | COM | 364K | 10K | – |
| FREEPORT-MCMORAN INC | CL B | 325K | 7K | – |
| GENERAL DYNAMICS CORP | COM | 748K | 3K | – |
| GOLDMAN SACHS GROUP INC | COM | 313K | 691 | – |
| GRAINGER W W INC | COM | 1M | 1K | – |
| HANCOCK JOHN PFD INCOME FD I | COM | 175K | 11K | – |
| HENRY JACK & ASSOC INC | COM | 617K | 4K | – |
| HOME DEPOT INC | COM | 958K | 3K | – |
| HONEYWELL INTL INC | COM | 563K | 3K | – |
| HUMANA INC | COM | 324K | 866 | – |
| ILLINOIS TOOL WKS INC | COM | 669K | 3K | – |
| INGERSOLL RAND INC | COM | 253K | 3K | – |
| INTEL CORP | COM | 304K | 10K | – |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 653K | 5K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 422K | 3K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 210K | 1K | – |
| INTUIT | COM | 568K | 865 | – |
| INTUITIVE SURGICAL INC | COM NEW | 627K | 1K | – |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 847K | 40K | – |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 253K | 11K | – |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 164K | 10K | – |
| ISHARES SILVER TR | ISHARES | 244K | 9K | – |
| ISHARES TR | ESG AWR MSCI USA | 218K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 244K | 669 | – |
| ISHARES TR | RUS MDCP VAL ETF | 288K | 2K | – |
| ISHARES TR | CORE HIGH DV ETF | 300K | 3K | – |
| ISHARES TR | RUS MD CP GR ETF | 242K | 2K | – |
| ISHARES TR | MSCI USA QLT FCT | 886K | 5K | – |
| ISHARES TR | U.S. TECH ETF | 228K | 2K | – |
| ISHARES TR | S&P 500 VAL ETF | 264K | 1K | – |
| ISHARES TR | S&P 500 GRWT ETF | 584K | 6K | – |
| ISHARES TR | CORE S&P500 ETF | 4M | 7K | – |
| ISHARES TR | PFD AND INCM SEC | 205K | 7K | – |
| ISHARES TR | EXPND TEC SC ETF | 201K | 2K | – |
| ISHARES TR | CORE S&P MCP ETF | 2M | 31K | – |
| ISHARES TR | RUS 1000 VAL ETF | 464K | 3K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 263K | 5K | – |
| JOHNSON & JOHNSON | COM | 1M | 9K | – |
| JPMORGAN CHASE & CO. | COM | 7M | 33K | – |
| KEURIG DR PEPPER INC | COM | 203K | 6K | – |
| LABCORP HOLDINGS INC | COM SHS | 301K | 1K | – |
| LAM RESEARCH CORP | COM | 445K | 418 | – |
| LENNAR CORP | CL A | 743K | 5K | – |
| LENNOX INTL INC | COM | 921K | 2K | – |
| LINDE PLC | SHS | 298K | 678 | – |
| LOCKHEED MARTIN CORP | COM | 437K | 935 | – |
| LOWES COS INC | COM | 988K | 4K | – |
| LPL FINL HLDGS INC | COM | 764K | 3K | – |
| MARATHON PETE CORP | COM | 316K | 2K | – |
| MARSH & MCLENNAN COS INC | COM | 464K | 2K | – |
| MARTIN MARIETTA MATLS INC | COM | 680K | 1K | – |
| MASTERCARD INCORPORATED | CL A | 1M | 3K | – |
| MCDONALDS CORP | COM | 593K | 2K | – |
| MCKESSON CORP | COM | 243K | 416 | – |
| MEDTRONIC PLC | SHS | 571K | 7K | – |
| MERCK & CO INC | COM | 2M | 16K | – |
| META PLATFORMS INC | CL A | 3M | 6K | – |
| METLIFE INC | COM | 283K | 4K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 629K | 7K | – |
| MICROSOFT CORP | COM | 9M | 20K | – |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 384K | 36K | – |
| MONDELEZ INTL INC | CL A | 887K | 14K | – |
| MONSTER BEVERAGE CORP NEW | COM | 273K | 5K | – |
| MOODYS CORP | COM | 285K | 677 | – |
| MORGAN STANLEY | COM NEW | 464K | 5K | – |
| NATERA INC | COM | 224K | 2K | – |
| NETFLIX INC | COM | 2M | 2K | – |
| NEXTERA ENERGY INC | COM | 472K | 7K | – |
| NGL ENERGY PARTNERS LP | COM UNIT REPST | 116K | 23K | – |
| NORDSON CORP | COM | 469K | 2K | – |
| NORFOLK SOUTHN CORP | COM | 617K | 3K | – |
| NOVO-NORDISK A S | ADR | 648K | 5K | – |
| NVIDIA CORPORATION | COM | 7M | 57K | – |
| OAKTREE SPECIALTY LENDING CO | COM | 1M | 69K | – |
| ON SEMICONDUCTOR CORP | COM | 236K | 3K | – |
| ONE GAS INC | COM | 482K | 8K | – |
| ONEOK INC NEW | COM | 4M | 52K | – |
| ORACLE CORP | COM | 2M | 12K | – |
| OSHKOSH CORP | COM | 292K | 3K | – |
| PALO ALTO NETWORKS INC | COM | 595K | 2K | – |
| PARKER-HANNIFIN CORP | COM | 788K | 2K | – |
| PAYPAL HLDGS INC | COM | 252K | 4K | – |
| PEPSICO INC | COM | 655K | 4K | – |
| PFIZER INC | COM | 214K | 8K | – |
| PG&E CORP | COM | 412K | 24K | – |
| PHILIP MORRIS INTL INC | COM | 520K | 5K | – |
| PHILLIPS 66 | COM | 648K | 5K | – |
| PNC FINL SVCS GROUP INC | COM | 797K | 5K | – |
| POOL CORP | COM | 422K | 1K | – |
| PROCTER AND GAMBLE CO | COM | 1M | 7K | – |
| PROGRESSIVE CORP | COM | 614K | 3K | – |
| QUALCOMM INC | COM | 2M | 8K | – |
| QUANTA SVCS INC | COM | 321K | 1K | – |
| REALTY INCOME CORP | COM | 251K | 5K | – |
| REGENERON PHARMACEUTICALS | COM | 864K | 822 | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 225K | 1K | – |
| ROLLINS INC | COM | 455K | 9K | – |
| ROYAL CARIBBEAN GROUP | COM | 298K | 2K | – |
| RPM INTL INC | COM | 428K | 4K | – |
| RTX CORPORATION | COM | 1M | 10K | – |
| SAIA INC | COM | 598K | 1K | – |
| SALESFORCE INC | COM | 481K | 2K | – |
| SCHWAB CHARLES CORP | COM | 213K | 3K | – |
| SCOTTS MIRACLE-GRO CO | CL A | 441K | 7K | – |
| SEMPRA | COM | 518K | 7K | – |
| SHERWIN WILLIAMS CO | COM | 1M | 5K | – |
| SHOPIFY INC | CL A | 246K | 4K | – |
| SIMMONS 1ST NATL CORP | CL A $1 PAR | 1M | 79K | – |
| SITEONE LANDSCAPE SUPPLY INC | COM | 208K | 2K | – |
| SONY GROUP CORP | SPONSORED ADR | 426K | 5K | – |
| SOUTHWESTERN ENERGY CO | COM | 112K | 17K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 304K | 568 | – |
| STARBUCKS CORP | COM | 352K | 5K | – |
| STRYKER CORPORATION | COM | 227K | 666 | – |
| SYNOPSYS INC | COM | 628K | 1K | – |
| SYSCO CORP | COM | 248K | 3K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 285K | 2K | – |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 213K | 1K | – |
| TE CONNECTIVITY LTD | SHS | 240K | 2K | – |
| TECHNIPFMC PLC | COM | 634K | 24K | – |
| TELEDYNE TECHNOLOGIES INC | COM | 665K | 2K | – |
| TERADYNE INC | COM | 977K | 7K | – |
| TESLA INC | COM | 2M | 9K | – |
| TEXAS INSTRS INC | COM | 700K | 4K | – |
| THE CIGNA GROUP | COM | 323K | 978 | – |
| THE TRADE DESK INC | COM CL A | 278K | 3K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 582K | 1K | – |
| THOR INDS INC | COM | 377K | 4K | – |
| TJX COS INC NEW | COM | 981K | 9K | – |
| TOTALENERGIES SE | SPONSORED ADS | 597K | 9K | – |
| TRANE TECHNOLOGIES PLC | SHS | 456K | 1K | – |
| TRANSUNION | COM | 233K | 3K | – |
| TRAVELERS COMPANIES INC | COM | 244K | 1K | – |
| TYSON FOODS INC | CL A | 4M | 63K | – |
| UBER TECHNOLOGIES INC | COM | 524K | 7K | – |
| UNION PAC CORP | COM | 338K | 1K | – |
| UNITEDHEALTH GROUP INC | COM | 732K | 1K | – |
| US BANCORP DEL | COM NEW | 542K | 14K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 215K | 888 | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 612K | 2K | – |
| VANGUARD INDEX FDS | VALUE ETF | 733K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 540K | 1K | – |
| VANGUARD WORLD FD | INF TECH ETF | 367K | 637 | – |
| VERIZON COMMUNICATIONS INC | COM | 630K | 15K | – |
| VERTEX PHARMACEUTICALS INC | COM | 439K | 937 | – |
| VISA INC | COM CL A | 954K | 4K | – |
| WALMART INC | COM | 1M | 20K | – |
| WATSCO INC | COM | 509K | 1K | – |
| WELLS FARGO CO NEW | COM | 484K | 8K | – |
| WILLIAMS COS INC | COM | 935K | 22K | – |
| XCEL ENERGY INC | COM | 337K | 6K | – |
| XYLEM INC | COM | 549K | 4K | – |
| YUM BRANDS INC | COM | 407K | 3K | – |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 568K | 2K | – |
| ZOETIS INC | CL A | 264K | 2K | – |
| ZURN ELKAY WATER SOLNS CORP | COM | 433K | 15K | – |