Evercore Group L.L.C.
$2.3M reported client assets across 1 advisory firms in FY2019 annual amendments
Reported client assets over time
$1.9M
$2.3M
2017
2019
Same-firm comparison: 1 firms that reported Evercore Group L.L.C. in both FY2018 and FY2019 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Fithian Llc | $2.3M | $35.3M | 6.5% | 03/24/2020 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.