Evercore Group L.L.C.

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

1,467

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 42405
Registered since: April 30, 1997
Website: www.evercore.com

Firm profile

FINTRX

Overview

Evercore Group L.L.C. is organized as a limited liability company and is registered with the SEC since 1997. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and individual stakeholders. The dataset does not describe the firm's specific advisory or business lines; what is available indicates the firm does not operate as a capital allocator and is not designated as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 11

Ruth Calaman
Partner & Chief Compliance OfficerCRD 3126771
Ralph Schlosstein
Co-Chairman of the Board of Directors and Co-CEOCRD 2041885
John Weinberg
Chairman & CEOCRD 2061177

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Contacts

3 of 1456

Victor Santiago
Equity Research Senior AssociateCRD 6985726
Noah Beatty
Investment Banking AssociateCRD 7065628
Frances Litvak
Investment Banking AssociateCRD 6359068

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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