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


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. The adviser charges an additional fee when a set benchmark is outperformed. 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.