RIA Intel›Advisers›Florida›EVERSTREAM ENERGY CAPITAL ADVISERS, LLC

EVERSTREAM ENERGY CAPITAL ADVISERS, LLC

Advisory

N·MIAMI, FL

Data as of Jul 29, 2021 · Source: SEC Form ADV

Total AUM

$410M

1-Year AUM Growth

-1.1%

3-Year CAGR

-0.3%

Employees

13

Assets Under Management

Total AUM$410M

Discretionary AUM$60M

Non-Discretionary AUM$350M

Discretionary %14.7%

Total Clients—

Team

Total Employees13

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingDec 2, 2013

Latest FilingJul 29, 2021

🔒 Full AUM trend chart and 18 historical filings spanning 8+ 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 EVERSTREAM ENERGY CAPITAL ADVISERS, LLC

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