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E•• P•••••• E••••• A••••• I• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fund

E•• P•••••• E••••• A••••• I• L•••

advised by EVERCORE WEALTH MANAGEMENT, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:ec212e45-4dbf-a225-eed5-f79b57bf8710

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Adviser: EVERCORE WEALTH MANAGEMENT, LLCCRD 148399
Latest reported GAV: $47.0Mgross asset value on Schedule D 7.B(1), as of 2026-03-31; never fund size
Peak reported GAV: $47.0M
Beneficial owners: 162
Minimum investment: $100,000
Owned by the adviser: 1500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Form D file number: 021-574207

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec212e45-4dbf-a225-eed5-f79b57bf8710
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
1 registered feed 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.