EVERCORE WEALTH MANAGEMENT, LLC

Registration Details

CIK

1482689

Accession

crd-148399

Location

NEW YORK, NY

Filing Date

March 31, 2026

AUM

$15.5B

Total Clients

1

Institutional Clients

47

Employees

97

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $47.0M in combined gross assets.

• EWM PRIVATE EQUITY ACCESS I, L.P.Private Equity Fund$47.0M

About this Adviser

EVERCORE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $15.5B in assets across 1 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.