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Everest Management Corp.

● SEC registered since 2021CRD 142945SEC# 801-120900Cupertino, CA
Export (members)
Reg. AUM
$307M
Employees
2
Accounts
330
Location
Cupertino, CA

Everest Management Corp. assets under management

Everest Management Corp. is an investment advisory firm registered with the SEC based in Cupertino, CA. The firm has been registered since 2021. It reports $307 million in regulatory assets under management and employs 2 people.
everestprivatewealth.comView on SEC.gov ↗

Everest Management Corp. owners & executives

2 reported
NameTitleOwnershipSince
Ramprasad Satagopan ControlFounder & Director50-75%2007
Ranga Srinivasan ControlFounder & Director / Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Everest Management Corp. manage?

Everest Management Corp. reports $307 million in regulatory assets under management on its Form ADV.

How many employees does Everest Management Corp. have?

Everest Management Corp. reports 2 employees.

Where is Everest Management Corp. located?

Everest Management Corp. is based in Cupertino, CA and has been SEC-registered since 2021.

Does Everest Management Corp. disclose fund performance?

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

Contact & registration

Address10080 N. Wolfe Road, Suite Sw3-200, Cupertino, CA 95014
Phone(408) 502-6015
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$281.4M
Non-discretionary$25.6M
Total (RAUM)$307M