EVERCORE WEALTH Overview

Evercore Wealth Management Llc is an investment advisor that manages 5.7 BN dollars in regulatory AUM and has 70 employees, of which 46 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 42% of the manager's regulatory AUM.

EVERCORE WEALTH StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EVERCORE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.91% Tech -0.31% -0.04% 0 42%
UNH 2.77% Health 14.25% 0.55% 0 23%
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FEATURED IN
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EVERCORE WEALTH Founders and Key Employees

Name Title In Position Since
Jeffrey S. Maurer Chief Executive Officer July-2008
William A. Shutzer Member Of Board Of Managers January-2009
Adam B. Frankel Member Of Board Of Managers January-2009
Jay B. Springer Member Of Board Of Managers January-2009
Robert B. Walsh Member Of Board Of Managers January-2009
John J. Rendinaro Chief Operating Officer September-2010
Ruth P. Calaman Chief Compliance Officer/Chief Legal Officer February-2011
Christopher C. Zander Partner January-2009
Crystal R. Corbin Chief Financial Officer December-2012

EVERCORE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

EVERCORE WEALTH Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and
Risk of Loss


Evercore Wealth’s investment approach starts with an understanding of each client’s investment objectives and goals and constraints within the context of the client’s family, lifestyle, business, and philanthropic commitments, as applicable. From there, Evercore Wealth seeks to build customized and diversified portfolios. In doing so, client assets are allocated among various proprietary and non-proprietary fixed income, equity and balanced strategies, as well as various investment vehicles, such as proprietary and non- proprietary mutual funds, and third-party exchange-traded funds, alternative investments (where appropriate), cash-equivalent instruments, investment strategies and investment portfolios.

Clients have the ability to restrict investment in certain securities or types of securities in their account, as well as to provide guidance and direction with respect t...
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EVERCORE WEALTH Portfolio Concentration

EVERCORE WEALTH Location

55 EAST 52ND STREET
23RD FLOOR
NEW YORK, New York
UNITED STATES, 10055

EVERCORE WEALTH Contact Information

Phone Number: 212-822-7620
Fax Number: 212-822-7630
Website:

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