Everest Funds Management LLC (Omaha)

Everest Funds Management LLC is an adviser based in Omaha. It manages $9.55 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nebraska.

Everest Funds Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Everest Funds Management: assets under management

The assets under management (AUM) of Everest Funds Management LLC is $9.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4759% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.55 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Everest Funds Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Everest Funds Management LLC

Vinod Gupta has been acting as President since 1 Aug 2000. Douglas Merle Larson has served as the Chief Investment Officer since 1 Aug 2000. Curt Wayne Vanhill joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vinod Gupta	President	1 Aug 2000	75% - 100%	4367212
Douglas Merle Larson	Chief investment officer	1 Aug 2000	Other	4367220
Curt Wayne Vanhill	Chief investment officer	1 Apr 2004	Other	3061490
Curt Wayne Vanhill	Chief compliance officer	1 Oct 2004	Other	3061490

Based in Omaha

The principal office where Everest Funds Management LLC performs its advisory services is located at 5805 S. 86 Th Circle, Omaha, NE 68127, which is also the mailing address of the firm. The firm also has an office outside of the United States.