EVEREST CONSULTANTS, LLC
Adviser information for EVEREST CONSULTANTS, LLC last updated from Form ADV on March 27th, 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 | New York, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,127 | $384.2M |
| Non-Discretionary | 660 | $165.7M |
| Total | 1,787 | $549.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 250 | $55.6M |
| HNW Individuals | 96 | $291.3M |
| 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 | 82 | $188.4M |
| Charitable organizations | 3 | $6.4M |
| 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 | 19 | $8.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 3 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)REFERRAL SERVICES |
|---|---|
| Compensation | % of AUMREFERRAL FEE, CONSULTING FEE |
Identifiers
| SEC RIA File Number | 801-77854 |
|---|---|
| SEC ERA File Number | 801-77854 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 128474 |
| Legal Entity Identifier | None |
Principal Office
443 NORTH FRANKLIN STREETSUITE 210
SYRACUSE
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 315-234-8131, Fax: 315-234-5188
Websites
Chief Compliance Officer
ANITA P. LOMBARDI
MEMBER, IAR
443 N. FRANKLIN STREET
SUITE 210
SYRACUSE
NY
United States
Tel:
315-234-8173
Fax:
315-234-5188
A**@*********************T
(Full email address available in API data)
Regulatory Contact
ALEXANDER S. PASQUALE
PRESIDENT, MANAGING MEMBER
443 N. FRANKLIN STREET
SUITE 210
SYRACUSE
NY
United States
Tel:
315-234-8131
Fax:
315-234-5188
A**@*********************T
(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 |
|---|---|---|---|---|---|
| PASQUALE, ALEXANDER, SAMUEL | Individual | – | MANAGING MEMBER | 07/1997 | 50-75% |
| LOMBARDI, ANITA, PETRICOLA | Individual | – | MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | 01/2015 | 10-25% |
| GAVITT, NATHANIEL, LUKE | Individual | – | MEMBER | 04/2016 | 10-25% |