Everstream Energy Capital Advisers, LLC is a large advisory firm based in San Francisco. It manages $472.14 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Minnesota.
Everstream Energy Capital Advisers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Everstream Energy Capital Advisers, LLC is $472.14 million. The firm's AUM has grown by 298% since the beginning of its operation, and $444.69 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Everstream Energy Capital Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Everstream Energy Capital Advisers is pooled investment vehicles with 9 clients and $468.78 million of assets under management. Among the 9 most similar advisory firms, Everstream Energy Capital Advisers has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $468.78 million for 9 clients. 45% of the firm’s clients are foreign persons or businesses.
Everstream Energy Capital Advisers also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Everstream Energy Capital Advisers, LLC performs its advisory services is located at 44 Montgomery St., San Francisco, CA 94104 The mailing address of the firm is 101 A Clay Street, San Francisco, CA 94111. An additional office of the firm is in Wayzata, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-949-1151. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at everstreamcapital.com.