EVERPAR ADVISORS LLC

Overview

Everpar Advisors LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm blends fiduciary portfolio management with financial planning and uses a mix of discretionary strategies and third‑party manager selection. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting support and the selection of outside advisers, which indicates a willingness to incorporate external skill sets into client portfolios. Investment behavior tilts toward exchange‑traded equities as a core building block while maintaining exposure to active mutual funds and outside hedge fund managers for diversification and return enhancement. Everpar is not positioned as an ESG‑focused manager and does not operate as a multi‑state adviser. Fee arrangements combine a percentage of AUM with fixed‑fee engagements, allowing flexibility across household and institutional mandates.

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Public Holdings

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Location & Offices