Evercore Wealth Management LLC

Item 5:
     5:     Fees
            Fees and
                  andCompensation                           ................................................................................................
                           Compensation ..........................................................................................................          ..........4
Item

Item 7:
     7:         Types of
                Types ofClients
                         Clients

Evercore
EvercoreWealth
             Wealth provides
                        provides discretionary
                                    discretionaryand      nonnon-discretionary
                                                        and       -discretionary investment
                                                                                   investmentadvisory
                                                                                                  advisory,,
financial
financialplanning
            planning and investment
                              investmentconsulting         services to
                                            consulting services      tohigh  -net-worth individuals
                                                                         high-net-worth   individualsand and
associated trusts, estates, pension and
associated     trusts,  estates,  pension    and   profit -sharing plans, endowments, foundations,
                                                    profit-sharing    plans, endowments,      foundations,
charitable
charitableorganizations
                organizations,, insurance
                                   insurancecompanies,
                                                  companies, trust companies,
                                                                          companies, and other otherlegal
                                                                                                       legal
entities
entities,, including
            including  affiliated entities
                          affiliated    entities.. InInaddition,
                                                         addition, Evercore
                                                                     EvercoreWealth
                                                                                 Wealth serves
                                                                                           serves asasthethe
investment
investmentadviser
                advisertoto a registered
                                registeredinvestment
                                             investmentcompan
                                                            company,   y, EWMCX
                                                                          EWMCX,, a private
                                                                                     private equity
                                                                                               equity fund,
the EWM
     EWM Private
             Private Fund
                       Fund,, and
                               and provides
                                    provides investment
                                                investmentsub       -advisory services
                                                               sub-advisory     services to an
                                                                                             an insurance
                                                                                                 insurance
dedicated
dedicatedfund,fund,the
                     theSALI
                          SALiMulti    -Series Fund,
                                 Multi-Series   Fund,L.P.LP. as described
                                                                 describedininItem
                                                                                Item 4 of this
                                                                                           this brochure.
                                                                                                brochure.

As described
    describedininItem
                   Item4 4 above,
                            above, Evercore
                                     EvercoreWealth
                                                Wealth   also
                                                            alsoprovides   a model
                                                                    provides        equity
                                                                               a model     portfolio
                                                                                         equity  portfolio
for another
     anotherfinancia
              financiall institution,
                          institution,which
                                        whichis ais registered
                                                     a registered investment   advisor.
                                                                       investment       The model
                                                                                     advisor. The model
provided
providedtotothisthis
                  institution uses the
                       institution      same
                                     uses   thestrategy
                                                   same used      for theused
                                                            strategy       EWMforPartner
                                                                                      the EWM Partner
InvestmentsLLC
Investments    LLCaccount,
                     account,   which
                             which      is described
                                    is described   in Itemin 6Item 6 of this
                                                                           thisbrochure
                                                                                brochure.. The
                                                                                            The financial
                                                                                                 financial
institution
institutionthat
            thatuses
...