| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Carl Zander Control | Chief Executive Officer, President And Member Of Board Of Managers | Under 5% | 2020 |
| Evercore Partners Services East LLC Control | Direct Owner | Over 75% | 2008 |
| Jason Edward Klurfeld Control | Member Of Board Of Managers | Under 5% | 2018 |
Evercore Wealth Management, LLC reports $13.9 billion in regulatory assets under management on its Form ADV.
Evercore Wealth Management, LLC reports 88 employees.
Evercore Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2008.
Evercore Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 55 East 52nd Street, 23rd Floor, New York, NY 10055 |
| Phone | 212-822-7620 |
| Fax | 212-822-7630 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1482689 |
| Discloses disciplinary history | No |
| Discretionary | $13.83B |
| Non-discretionary | $71.5M |
| Total (RAUM) | $13.9B |