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 06/30/21. The fund's latest filing disclosed 5BN in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/21. The fund's latest filing disclosed 5BN in positions, representing 96% of the manager's regulatory AUM.
EVERCORE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EVERCORE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.4% | Tech | 5.91% | -0.01% | 0 | 0% | ||
| MSFT | 4.99% | Tech | 12.51% | 0.33% | 0 | 0% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
EVERCORE WEALTH Portfolio Concentration
EVERCORE WEALTH Location
55 EAST 52ND STREET
23RD FLOOR
NEW YORK, New York
UNITED STATES, 10055
23RD FLOOR
NEW YORK, New York
UNITED STATES, 10055
EVERCORE WEALTH Contact Information
Phone Number: 212-822-7620
Fax Number: 212-822-7630
Website: http://www.evercorewealthmanagement.com
Fax Number: 212-822-7630
Website: http://www.evercorewealthmanagement.com
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