Adviser Profile

As of Date 07/29/2021
Registration status Registration Changed to EVERSTREAM ENERGY CAPITAL ADVISERS, LLC
ADV Location MIAMI, FL, United States
Contact Info 323 xxxxxxx
Websites
AUM* 410,050,000
of that, discretionary 60,106,000
Number of Employees 13
of those in investment advisory functions 13
Private Fund GAV* 0
Avg Account Size 102,512,500
SMA’s Yes
Private Funds 0 8

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

407M 349M 291M 232M 174M 116M 58M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees