Evercore Group L.L.C.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
1,426
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 has been SEC-registered since 1997. FINTRX classifies the entity as an investment bank rather than a traditional registered investment advisor or capital allocator. The record lists the owner type as a domestic entity or individual. The firm does not identify itself as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser per the supplied snapshot.

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
  • Timothy Lalonde

    Senior Managing Director and Chief Financial OfficerCRD 2270483

  • Elsa Ferreira

    Elsa Ferreira

    Chief Information Security OfficerCRD 6054629

  • Ruth Calaman

    Ruth Calaman

    Partner & Chief Compliance OfficerCRD 3126771

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Contacts

3 of 1415
  • Ryan Rohloff

    Ryan Rohloff

    Senior Managing DirectorCRD 6125096

  • Rawool Sahu

    Rawool Sahu

    Vice President, Investment BankingCRD 7369516

  • William Weir

    William Weir

    Vice PresidentCRD 5766006

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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