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.