Key facts
- EVERCORE WEALTH MANAGEMENT, LLC is a private equity firm based in NEW YORK, NY.
- EVERCORE WEALTH MANAGEMENT, LLC reports $584.0M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 148399- Regulatory AUM
- $584.0M
- Private fund assets
- $47.0M
- Private funds
- 1 · 1 private equity
- Staff
- 97
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for EVERCORE WEALTH MANAGEMENT, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for EVERCORE WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is EVERCORE WEALTH MANAGEMENT, LLC's AUM?
- EVERCORE WEALTH MANAGEMENT, LLC manages approximately $584.0M in assets.