RIA Intel›Advisers›Florida›EVEREST CAPITAL LLC

EVEREST CAPITAL LLC

Advisory

N·MIAMI, FL

Data as of Mar 30, 2015 · Source: SEC Form ADV

Total AUM

$3.7B

1-Year AUM Growth

+44.8%

3-Year CAGR

+21.6%

Employees

15

Assets Under Management

Total AUM$3.7B

Discretionary AUM$3.6B

Non-Discretionary AUM$150M

Discretionary %96%

Total Clients—

Team

Total Employees15

Investment Advisers26

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingDec 22, 2009

Latest FilingMar 30, 2015

🔒 Full AUM trend chart and 13 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EVEREST CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.