Evercore Group L.L.C.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1,470
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
42405
Registered since
April 30, 1997

Firm profile

FINTRX

Overview

Evercore Group L.L.C. is organized as a limited liability company and is classified in the dataset as an investment bank. The ownership is listed as a combination of domestic entities and individuals. The firm is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser, and it does not present itself as a multi-state adviser in the supplied data. Public disclosures provided for this profile are minimal: the dataset does not include descriptions of the firm’s client segments, fee arrangements, specific business or advisory activities, or affiliations. That limited disclosure constrains visibility into how Evercore Group L.L.C. positions its products and services beyond its broad investment-bank classification.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 11
  • Ruth Calaman

    Ruth Calaman

    Partner & Chief Compliance OfficerCRD 3126771

  • Ralph Schlosstein

    Co-Chairman of the Board of Directors and Co-CEOCRD 2041885

  • John Weinberg

    John Weinberg

    Chairman & CEOCRD 2061177

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Contacts

3 of 1459
  • Victor Santiago

    Victor Santiago

    Equity Research Senior AssociateCRD 6985726

  • Noah Beatty

    Noah Beatty

    Investment Banking AssociateCRD 7065628

  • Frances Litvak

    Investment Banking AssociateCRD 6359068

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
55 E 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth