Everest Consultants, LLC
CRD 128474SEC# 801-77854Syracuse, NY
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Samuel Pasquale Control | President | Under 5% | 1997 |
| Anita Petricola Lombardi Control | Chief Compliance Officer | Under 5% | 2015 |
| Everest Consultants Sgp24, LLC Control | Owner | Over 75% | 2025 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 443 North Franklin Street, Suite 210, Syracuse, NY 13204 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$633.1M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$633.1Mregulatory AUM
Discretionary $462.5MNon-discretionary $170.6M