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Everest Management Corp.
Everest Management Corp. is a registered investment adviser based in Cupertino, California, founded in 2006 by Ramprasad Satagopan and Ranga Srinivasan. The firm provides personalized financial planning and investment advisory services to individuals, high net worth individuals, trusts, estates, and small businesses. Everest operates as a fee-only fiduciary, upholding a duty of loyalty and good faith toward clients, and is regulated by the SEC. The firm aims to serve clients seeking long-term investment management and holistic financial planning, with a small team of 2 employees as of 2025.
Investment Strategy
Everest Management Corp. utilizes a long-term, goals-based investment strategy built on diversified portfolios comprised of mutual funds and exchange-traded funds (ETFs). Their approach is described as core and satellite, balancing broad market exposure with targeted asset selections. The firm consults closely with clients to determine financial objectives and then manages accounts on a discretionary basis, focusing on risk-adjusted returns, systematic portfolio rebalancing, and overall wealth maximization. They emphasize fiduciary responsibility, transparency, and customization to each client’s needs, without accepting commissions or maintaining direct custody of client accounts.
Latest 13F Filing Activity
Everest Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 65 equity positions with a total 13F market value of $139M. The fund increased holdings in Dimensional Etf Trust, Schwab Strategic TR, Sound Point Meridian Cap Inc. among other positions. Everest Management Corp. reduced exposure to Goldman Sachs Etf TR, Cisco SYS Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 36.13% | $50.3M | 750,294 | $64.24 | $67.02 | +$11.7M |
| ALPHABET INC | 6.22% | $8.7M | 49,148 | $189.01 | $176.23 | +$1.1M | |
G GOOG | ALPHABET INC | 5.55% | $7.7M | 43,549 | $176.69 | $177.39 | +$917.1K |
V VOO | VANGUARD INDEX FDS | 4.30% | $6.0M | 10,524 | $538.59 | $568.03 | +$633.8K |
M MSFT | MICROSOFT CORP | 2.98% | $4.1M | 8,332 | $413.18 | $497.41 | +$732.5K |
Industry Allocation
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