EVERCORE GROUP L.L.C.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
1,383
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 recorded in FINTRX as a limited liability company that registered with the SEC in 1997 and is classified as an investment bank. The dataset indicates ownership by a domestic entity and/or individual and explicitly flags the firm as not being a capital allocator. Several advisor-related attributes are negative in the record: it is not listed as a multi-state adviser, not an active ESG investor, not a pension consultant, not a related adviser, and not newly formed. FINTRX does not provide descriptive fields for client types, fee schedules, or specific advisory activities for this entity, so there is no granular information in the profile about target client segments or core service lines beyond the 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
  • ELSA FERREIRA

    Managing Director and Chief Information Security OfficerCRD 6054629

  • JOHN CROWE

    Senior Managing Director and Chief Compliance OfficerCRD 2494752

  • JOHN WEINBERG

    Chairman & CEOCRD 2061177

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Contacts

3 of 1372
  • RYAN ROHLOFF

    Senior Managing DirectorCRD 6125096

  • Rawool Sahu

    AssociateCRD 7369516

  • 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