Evercore Wealth Management, LLC
● SEC registered since 2008CRD 148399SEC# 801-69645New York, NY
Ranks #654 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$15.52B
Fund GAV
$47M
Private funds
1
Employees
97
Accounts
4,895
Location
New York, NY
Evercore Wealth Management, LLC assets under management
Evercore Wealth Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2008. It reports $15.5 billion in regulatory assets under management and employs 97 people. Evercore Wealth Management, LLC manages 1 private fund with combined gross assets of $47 million, including Ewm Private Equity Access I, L.P. By regulatory assets, it ranks 654 of 6,004 private fund managers.
Evercore Wealth Management, LLC private funds
1 funds · $47M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ewm Private Equity Access I, L.P. | Private Equity | $47M | $100K |
Evercore Wealth Management, LLC owners & executives
14 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Evercore Wealth Management, LLC manage?
Evercore Wealth Management, LLC reports $15.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Evercore Wealth Management, LLC manage?
Evercore Wealth Management, LLC manages 1 private funds with combined gross assets of $47 million.
How many employees does Evercore Wealth Management, LLC have?
Evercore Wealth Management, LLC reports 97 employees.
Where is Evercore Wealth Management, LLC located?
Evercore Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2008.
Does Evercore Wealth Management, LLC disclose fund performance?
Evercore Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$15.52B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$15.52Bregulatory AUM
Discretionary $15.42BNon-discretionary $91M
Service providers
Auditor
Administrator