SEC-Registered Investment Adviser
Evercore Wealth Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 1, 2008
- Principal office
- 55 East 52nd Street, 23rd Floor, New York, NY 10055
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 4
Scale
- Regulatory AUM
- $15.5B
- Discretionary / non-discretionary
- $15.4B / $91.0M
- Attributable to non-US clients
- $584.0M
- Accounts
- 4,895
- Clients
- 1
- Employees
- 97, 68 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $47.0M
- Fund types
- 1 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $44.6M reported sold across them
- Client assets in custody
- $1.5B (129 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, publication of periodicals or newsletters, educational seminars or workshops and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees and other
- Client types
- individuals (other than high net worth) (57); high net worth individuals (674); banking or thrift institutions (8); investment companies (1); pooled investment vehicles (14); pension and profit sharing plans (4); charitable organizations (18); insurance companies (2); corporations or other businesses (13)
- Related persons include
- a broker-dealer, another investment adviser, a banking or thrift institution and a trust company
- Affiliates
- 1 broker-dealer
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 31, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from February 20, 2026 to February 20, 2026. 1 offering is still raising on the latest filing. Reported sold across them: $44.6M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2026 | 1 | $44.6M | 162 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.