Everwatch Financial
Theodore Kokas's Single Family Office · Providence, Rhode Island
$500M estimated AUM
AUM figures are estimates compiled from public sources. How we source our data.
About Everwatch Financial
EverWatch Financial is a single family office based in Providence, United States, with in-house investment management spanning public equities, fixed income, private equity, venture capital, real assets and other alternatives. It is run by a small team of roughly eight, including five partners, and is known for a thesis-driven approach that emphasizes top-down asset allocation over manager selection. Most of the public managers EverWatch uses are custom mandates that the office designs hand-in-hand with managers, often seeding a new fund built to a specific exposure. Chief investment officer Theodore Kokas, a former global-macro portfolio manager at hedge funds including Millennium, has led investments for about a decade. In that period the office has registered only one losing year, and Kokas was named a finalist for the 2025 Family Office Investor of the Year. The office does not disclose assets; a third-party estimate puts them near $500 million.
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Frequently Asked Questions
What is Everwatch Financial?
Everwatch Financial is a single family office associated with Theodore Kokas, based in Providence, Rhode Island.
Where is Everwatch Financial located?
Everwatch Financial is based in Providence, Rhode Island.
How much does Everwatch Financial manage?
Everwatch Financial is estimated to oversee approximately $500M in assets. As a private family office it files no public AUM disclosures, so figures are third-party estimates compiled from public sources.