# Everest Financial Group

Everest Financial Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://everestfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/everest-financial-group

## Regulatory record

- **CRD number:** 137260
- **SEC file number:** 801-67635
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137260

## About

EVEREST FINANCIAL GROUP is an SEC-registered investment adviser in MINNEAPOLIS, MN, registered since 2007. The firm manages $1.0 billion in assets, with $989 million on a discretionary basis. It has 12 employees and 12 investment advisers.

## Questions

### Who founded Everest Financial Group, and what was their career background?

The founder of Everest Financial Group has not been identified in any public record. State business registries occasionally list incorporators for entities with similar names, but without a known jurisdiction of formation or a date of incorporation, tracing the founder is not feasible. This absence of verifiable leadership information is a significant diligence gap.

### What is the minimum required diligence step before engaging with Everest Financial Group?

An allocator should request the firm's Form ADV (if a US-based advisor), its legal entity identifier, a complete list of named principals and their CRD numbers, and at least three verifiable references from audited investment vehicles, portfolio company CEOs, or operating partners. Without these minimum data points, no institutional capital should be committed or co-investment considered.

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Last updated: 2026-06-03T20:00:00.000Z

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