|
⚲
|
| Keyboard |
| Evercore Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 148399 |
| SEC # | 801-69645 |
| CIK # | 0001482689, 0001986810 |
| AUM | 15.52 B (2026-03-31) |
| Employees | 97 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-822-7620 |
| Address | 55 East 52nd Street New York, NY 10055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Morgan Stanley | 0.2 | ||
| Comfort Systems USA Inc | 0.2 | ||
| Autozone Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | EWM Private Equity Access I LP | [2026-03-31] | 44.6 M | 47.0 M |
| Filed 2026-02-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 0.0 |
| (b) Individuals (high net worth individuals) | 674 | 13.9 |
| (c) Banking or thrift institutions | 8 | 0.2 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 0.3 |
| (g) Pension and profit sharing plans | 4 | 0.1 |
| (h) Charitable organizations | 18 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,895 | 15.5 |
| By Discretionary | ||
| Discretionary | 4,837 | 15.4 |
| Non-Discretionary | 58 | 0.1 |
| Total | 4,895 | 15.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 14.9 | |
| Total | 4,895 | 15.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Brown | Executive Officer | 194 | 13 | |
| Capital Integration Systems LLC | Promoter | 142 | 10 | |
| Ewm Private Equity Access I GP LLC | Promoter | 1 | 1 | |
| Evercore Wealth Management LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001482689] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.9B |
| Clients | 1 (4 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | 529900P6KLPT95DW3W58 |
| Comparable Firms | State | AUM |
|---|---|---|
|
E Fund Management Hong Kong Co Limited
✚
|
15.72 B | |
|
Laird Norton Wetherby Wealth Management LLC
✚
|
WA | 12.18 B |
|
Soltis Investment Advisors LLC
✚
|
UT | 12.04 B |
|
Bridges Investment Management Inc
✚
|
NE | 11.31 B |
|
Altair Advisers LLC
✚
|
IL | 9,759.9 M |
|
H M Payson & Co
✚
|
ME | 9,089.0 M |
|
BIP Wealth LLC
✚
|
GA | 5,288.0 M |
|
LNW Wealth Management LLC
✚
|
WA | 4,526.3 M |
|
Trillium Asset Management LLC
✚
|
MA | 4,305.1 M |
|
Abacus Wealth Partners LLC
✚
|
CA | 3,579.2 M |