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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

EVERCORE ADVISORS LLC

CRD 161667

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b077cfc-8dd5-f633-db83-2574bd77aaf4

Data as of Apr 29, 2014 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 3
Observed: Feb 14, 2012 to Apr 29, 2014
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Evercore Advisors LLC

Private equity manager · cited, shared crd

Allocatorsidentity

Evercore Advisors LLC

Manager with allocator commitments · cited, shared crd

Real Estate Fundsidentity

Evercore Advisors LLC

Affiliate · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $87.4MItem 5.F on the latest filing (2014-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $87.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Accounts: 5
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $101Mgross asset value as reported per fund; never fund size
Custody, client assets: $0
SEC number: 801-73983
CRD: 161667
Filings on the tape: 7
First filed: Feb 14, 2012
Latest filed: Apr 29, 2014
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EVERCORE CAPITAL PARTNERS II, L.P.	Private Equity Fund	$69.4M	Mar 31, 2015	55	Feb 14, 2012	reported	021-44546
DAVIS PETROLEUM INVESTMENT LLC	Private Equity Fund	$22.5M	Mar 31, 2015	7	Apr 29, 2014	reported	n/a
AG CO-INVESTMENT, LLC	Private Equity Fund	$8.3M	Mar 31, 2015	6	Apr 29, 2014	reported	n/a
EVERCORE CO-INVESTMENT PARTNERSHIP II, L.P.	Private Equity Fund	$1.0M	Mar 31, 2015	15	Mar 31, 2014	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CALAMAN, RUTH, PATRICIA	CHIEF COMPLIANCE OFFICER	Na	yes	02/2012	Feb 14, 2012	Apr 29, 2014
EVERCORE GROUP HOLDINGS L.L.C.	GENERAL PARTNER	F	yes	01/2003	Feb 14, 2012	Apr 29, 2014
EVERCORE GROUP HOLDINGS L.P.	MANAGING MEMBER	E	yes	12/2003	Feb 14, 2012	Apr 29, 2014
EVERCORE PARTNERS SERVICES EAST L.L.C.	MANAGING MEMBER	E	yes	10/2003	Feb 14, 2012	Apr 29, 2014
MITAL, NEERAJ	SENIOR MANAGING DIRECTOR	Na	yes	10/2003	Feb 14, 2012	Apr 29, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EVERCORE WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$16B	N	yes	n/a
EVERCORE CO-INVESTMENT GP II, LLC	n/a	n/a	n/a	N	yes	n/a
EVERCORE GROUP L.L.C.	n/a	n/a	n/a	N	yes	n/a
EVERCORE PARTNERS II, LLC	n/a	n/a	n/a	N	yes	n/a
EVERCORE TRUST COMPANY, N.A.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 31, 2014	$87.4M	$87.4M	3	3	n/a	2	$70.4M
2012	Mar 28, 2013	$241M	$241M	3	3	n/a	1	$241M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$87.4M	$241M	-63.8%	n/a	n/a	3	3	n/a	n/a

Relationships

Advises (4)

→ AG CO-INVESTMENT, LLCPrivate fundPrivate Equity Fund, ERA
Apr 29, 2014 to presentfactForm ADV
→ EVERCORE CO-INVESTMENT PARTNERSHIP II, L.P.Private fundPrivate Equity Fund, ERA
Mar 31, 2014 to presentfactForm ADV
→ DAVIS PETROLEUM INVESTMENT LLCPrivate fundPrivate Equity Fund, ERA
Apr 29, 2014 to presentfactForm ADV
→ EVERCORE CAPITAL PARTNERS II, L.P.Private fundPrivate Equity Fund, ERA
Feb 14, 2012 to presentfactForm ADV

Affiliated with (1)

→ EVERCORE WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← MITAL, NEERAJOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV
← CALAMAN, RUTH, PATRICIAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV
← EVERCORE GROUP HOLDINGS L.L.C.OwnerGENERAL PARTNER, ownership code F, domestic entity
Feb 14, 2012 to presentfactForm ADV
← EVERCORE PARTNERS SERVICES EAST L.L.C.OwnerMANAGING MEMBER, ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b077cfc-8dd5-f633-db83-2574bd77aaf4
First observed: Feb 14, 2012
Last observed: Apr 29, 2014 150 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVERCORE ADVISORS LLC

CRD 161667

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b077cfc-8dd5-f633-db83-2574bd77aaf4

Data as of Apr 29, 2014 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EVERCORE CAPITAL PARTNERS II, L.P.

Private Equity Fund

$69.4M

Mar 31, 2015

Feb 14, 2012

reported

021-44546

DAVIS PETROLEUM INVESTMENT LLC

Private Equity Fund

$22.5M

Mar 31, 2015

Apr 29, 2014

reported

n/a

AG CO-INVESTMENT, LLC

Private Equity Fund

$8.3M

Mar 31, 2015

Apr 29, 2014

reported

n/a

EVERCORE CO-INVESTMENT PARTNERSHIP II, L.P.

Private Equity Fund

$1.0M

Mar 31, 2015

Mar 31, 2014

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALAMAN, RUTH, PATRICIA

CHIEF COMPLIANCE OFFICER

yes

02/2012

Feb 14, 2012

Apr 29, 2014

EVERCORE GROUP HOLDINGS L.L.C.

GENERAL PARTNER

yes

01/2003

Feb 14, 2012

Apr 29, 2014

EVERCORE GROUP HOLDINGS L.P.

MANAGING MEMBER

yes

12/2003

Feb 14, 2012

Apr 29, 2014

EVERCORE PARTNERS SERVICES EAST L.L.C.

MANAGING MEMBER

yes

10/2003

Feb 14, 2012

Apr 29, 2014

MITAL, NEERAJ

SENIOR MANAGING DIRECTOR

yes

10/2003

Feb 14, 2012

Apr 29, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVERCORE WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$16B

yes

n/a

EVERCORE CO-INVESTMENT GP II, LLC

n/a

yes

n/a

EVERCORE GROUP L.L.C.

n/a

yes

n/a

EVERCORE PARTNERS II, LLC

n/a

yes

n/a

EVERCORE TRUST COMPANY, N.A.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 31, 2014

$87.4M

n/a

$70.4M

2012

Mar 28, 2013

$241M

n/a

$241M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$87.4M

$241M

-63.8%

n/a