Evercore Wealth Management

Asset Manager SEC-registered adviser

Legal name: Evercore Wealth Management, LLC

New York, NY Website X

AUM

$15.5B
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$47.0M
Gross asset value

Employees

97

Last Form D raise

Feb 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

C
Christopher Zander
Chief Executive Officer, President and Member of Board of Managers
Source: SEC Form ADV
J
Jason Klurfeld
Member of Board of Managers
Source: SEC Form ADV
J
Jeffrey Maurer
Chairman and Member of Board of Managers
Source: SEC Form ADV
P
Paul Pensa
Member of Board of Managers
Source: SEC Form ADV
T
Timothy Lalonde
Member of Board of Managers
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ewm Private Equity Access I, L.P.Private Equity$47.0M$44.6M162Feb 2026Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
148399
SEC file number
801-69645
CIK
1482689

Sources