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Fund Manager

Evercore Wealth Management

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Evercore Wealth Management

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 2008

Number of Employees: 111

Ownership: Privately Held

Year End: December

Description

The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 200

Contact

Website: Link to website

LinkedIn: linkedin.com/company/evercore-wealth-management-llc

Address

55 East 52nd Street, 23rd Floor, New York, New York, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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