Evercore Venture Advisors L.L.C. (New York)

Name: Evercore Venture Advisors L.L.C.
Address: 55 East 52 Nd Street, New York, NY, 10055
Telephone: 212-857-3100

Evercore Venture Advisors L.L.C. is a large advisory firm based in New York. It manages $26.07 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Evercore Venture Advisors L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Evercore Venture Advisors L.L.C: assets under management

The assets under management (AUM) of Evercore Venture Advisors L.L.C. is $26.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Evercore Venture Advisors L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Evercore Venture Advisors L.L.C.

Austin Michael Beutner has been acting as President since 1 Dec 2003. Andrew John Ford joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evercore Partners Services East L.L.C.	Managing member	1 Dec 2003	75% - 100%	01-0552543
Roger Charles Altman	Chief executive officer	1 Dec 2003	Other	1866031
Austin Michael Beutner	President	1 Dec 2003	Other	1964601
David Edward Wezdenko	Chief financial officer	1 Dec 2005	Other	5076376
Gary Steven Swiman	Chief compliance officer	1 Nov 2006	Other	2637243
Puneet Kumar Gulati	Chief financial officer	1 Dec 2006	Other	2179119
Jane Sadowsky	Chief compliance officer	1 Jul 2007	Other	2002427
Andrew John Ford	Chief compliance officer	1 Nov 2007	Other	4605931

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Evercore Group Holdings L.L.C.	General partner	1 Jan 2003	Other	43-2002974
Evercore Group Holdings L.P.	Managing member	1 Dec 2003	75% - 100%	43-2002980

Based in New York

The principal office where Evercore Venture Advisors L.L.C. performs its advisory services is located at 55 East 52 Nd Street, New York, NY 10055, which is also the mailing address of the firm. An additional office of the firm is in Santa Monica, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-857-3100 or by fax 212-857-3101. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.evercore.com.