Everest Financial Advisors

Everest Financial Advisors

Everest Financial Advisors is a single-family office headquartered in Greenwich, Connecticut. The firm was founded by Thomas O. Bowler, who serves as Managing Director. The office manages capital generated from private wealth, though the specific origin of that wealth has not been publicly disclosed. The firm allocates across private credit, real estate, and hedge funds, with a preference for direct investments and co-investments alongside external managers. Confirmed sector exposures include private debt, commercial real estate, and multi-strategy hedge funds. The geographic focus appears to be primarily North America, with some exposure to European markets through fund commitments. Everest Financial Advisors maintains a lean team structure, with a small number of professionals handling sourcing, due diligence, and portfolio management. The firm has not disclosed its total AUM or deployment figures. Recent operational activity includes continued portfolio construction and manager selection within private credit and real estate. The firm's structural differentiator lies in its concentrated portfolio approach — prioritizing a smaller number of larger allocations rather than broad diversification. This is consistent with a single-family office that seeks to generate returns through careful manager selection and direct deal participation, rather than passive market exposure.