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Everest Consultants, LLC

CRD 128474SEC# 801-77854Syracuse, NY
Export (members)
No longer SEC-registered. Everest Consultants, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$633.1M
Employees
5
Accounts
1,743
Location
Syracuse, NY

Everest Consultants, LLC assets under management

Everest Consultants, LLC operates as an SEC-registered investment adviser based in Syracuse, NY. It reports $633.1 million in regulatory assets under management and employs 5 people.

Everest Consultants, LLC owners & executives

8 reported
NameTitleOwnershipSince
Alexander Samuel Pasquale ControlPresidentUnder 5%1997
Anita Petricola Lombardi ControlChief Compliance OfficerUnder 5%2015
Everest Consultants Sgp24, LLC ControlOwnerOver 75%2025
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Frequently asked questions

How much does Everest Consultants, LLC manage?

Everest Consultants, LLC reports $633.1 million in regulatory assets under management on its Form ADV.

How many employees does Everest Consultants, LLC have?

Everest Consultants, LLC reports 5 employees.

Where is Everest Consultants, LLC located?

Everest Consultants, LLC is based in Syracuse, NY.

Does Everest Consultants, LLC disclose fund performance?

Everest Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address443 North Franklin Street, Suite 210, Syracuse, NY 13204
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$462.5M
Non-discretionary$170.6M
Total (RAUM)$633.1M