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FIRM PROFILE
Overview
EVERCORE GROUP L.L.C. is located at 55 East 52nd Street, New York, NY 10055 and was first established at New York, Delaware in 04/19/2006. After operating for 19 years, EVERCORE GROUP L.L.C. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EVERCORE GROUP L.L.C.’s clients are individuals and 0% of their clients are high net worth individuals. EVERCORE GROUP L.L.C. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EVERCORE GROUP L.L.C. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EVERCORE GROUP L.L.C.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EVERCORE GROUP L.L.C.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for EVERCORE GROUP L.L.C. Comes From
Understanding the Statistics for EVERCORE GROUP L.L.C. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
55 East 52nd Street, New York, NY 10055
55 East 52nd Street, New York, NY 10055
Large
(212) 857-3100
Delaware since 04/19/2006
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| EVERCORE BD INVESTCO L.L.C. | MANAGING MEMBER | ||
| BRYSON, NANCY CLAIRE | CHIEF OPERATING OFFICER | 1978165 | |
| CROWE, JOHN CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2494752 | |
| FUND, LISA K | PRINCIPAL OPERATIONS OFFICER | 5008055 | |
| LALONDE, TIMOTHY GILBERT | CHIEF FINANCIAL OFFICER | 2270483 | |
| MARTINEZ, MICHAEL | CHIEF OPERATING OFFICER - EVERCORE ISI | 5100611 | |
| MASOTTI, KENNETH ALFRED | CHIEF LEGAL OFFICER | 4436810 | |
| MYERS, JENNA | PRINCIPAL OPERATIONS OFFICER | 4582020 | |
| PALIOTTA, MICHAEL JOSEPH | CHIEF EXECUTIVE OFFICER OF EVERCORE ISI | 2079036 | |
| PENSA, PAUL | CHIEF FINANCIAL OFFICER/FINOP | 2119683 | |
| WEINBERG, JOHN | CHIEF EXECUTIVE OFFICER | 2061177 |
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Advisor's working at EVERCORE GROUP L.L.C.
Jay Anthony Barden
Foster Kirk Langsdorf
Ayush Desai
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