The EVERCORE GROUP is a privately held investment adviser that advises $21.13Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. EVERCORE GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 41.61% over the last 5-years.
The Group has been registered with the SEC for 44.56 years and is comprised of 3 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 55 EAST 52ND STREET 23RD FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 136 employees comprised of 77 investment and 59 non-investment staff. The total number of Employees increased by 13.33% over the last 5-years.
Their $21.13Bn in assets advised are owned by 26 private funds, 1 public fund and BDCs and 231 other accounts. Assets of High Net Worth Individuals clients own $13.87Bn or 65.63% of Total Assets and Pension and Profit Sharing Plans-Private own $4.63Bn or 21.91% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and Real Estate, representing 53.25%, 44.94% and 1.81% of total assets, respectively.
They advise 10 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 2 Fund Administrators, 4 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 12 private funds with $606.31mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
EVERCORE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.