EVERSTREAM ENERGY CAPITAL ADVISERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WAYZATA, Minnesota
CRD number
167493
Registered since
March 30, 2022

Firm profile

FINTRX

Overview

Everstream Energy Capital Advisers, LLC is an LLC that registered with the SEC in 2022 and operates as a sponsor and general partner, serving as the managing member of pooled investment vehicles. The firm’s activity centers on private-market and energy-oriented opportunities: its reported alternative allocations include private equity and private placements alongside commodities and oil & gas exposure. Everstream does not describe itself as an ESG-focused manager and is not set up as a multi-state or pension consultant advisor in the provided data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TATIANA ROIZER

    Chief Financial OfficerCRD 6296224

Contacts

2 of 2
  • PETER LEE

    Co-Founder and PartnerCRD 3071957

  • CARLOS DOMENECH

    Managing Partner and FounderCRD 6471092

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WAYZATA, MN

HENNEPIN

Location

WAYZATA, MN

Headquartered in WAYZATA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
125 Lake St W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth