LP Profile

Evercore Wealth Management

Multi Family Office (MFO)New York, United States
$1.0B
Assets Under Management
New York
Headquarters
Investment Focus

About Evercore Wealth Management

Evercore Wealth Management and Evercore Trust Company, N.A. offers families, foundations and endowments a modern and more personal alternative to big banks and brokerages and the traditional trust companies.

Preferred Investment Types

Joint Venture/PartnerEquity FinancingPrivate EquityVenture CapitalInvestment Funds

Preferred Sectors & Themes

Travel Accommodations & TourismConcierge ServicesDebt ManagementETFsInvestment ManagementEquity/Mutual FundsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningEndowment Fund High-Level SectorsTourism & HospitalityFinanceFinancial ServicesTraditional Investments (Liquid Assets)Non-Profit

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Evercore Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$15.5B
Total Clients
4,895
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Evercore Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Evercore Wealth Management?

Evercore Wealth Management is a multi family office (mfo) based in New York, United States, managing approximately $1.0B in assets.

Where is Evercore Wealth Management headquartered?

Evercore Wealth Management is headquartered in New York, United States.

How much does Evercore Wealth Management manage?

Evercore Wealth Management manages approximately $1.0B in assets under management.

What does Evercore Wealth Management invest in?

Evercore Wealth Management focuses on Joint Venture/Partner, Equity Financing, Private Equity, Venture Capital, Investment Funds, Travel Accommodations & Tourism, Concierge Services, Debt Management.

How can I contact Evercore Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Evercore Wealth Management are available on LPbacked. Create a free account to access them.