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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Evercore Wealth Management

$15.4B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.07B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Secondaries, Distressed / Special Situations, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.07B
Total AUM: $15.4B
Median Disclosed Amount
$45.0M
Range: $8.0M – $96.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Evercore Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
American Industrial Partners Capital Fund VII LPAdviser 7.B Vehicle Buyout 2025
$43.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Alta Partners NextGen Fund II LPAdviser 7.B Vehicle Venture Capital 2025
$42.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Alta Partners NextGen Fund I LPAdviser 7.B Vehicle Venture Capital 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Alpine Investors Iceman CV (-A) LPAdviser 7.B Vehicle Buyout 2024
$81.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Allied Industrial Partners I, L.P.Adviser 7.B Vehicle Buyout 2024
$68.2M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Evercore Wealth Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Evercore Wealth Management (Family Office / MFO, $15.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $354.8M Unallocated Target Bandwidth). SEC Form ADV (801-69645, CRD #148399) verified $15.43B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Evercore Wealth Management

696 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Evercore Wealth Management (22 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alpine Investors Iceman CV (-A) LP (2024 Vintage)
Evercore Wealth Management: $81.0M · SEC Form ADV 7.B
Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds: $61.0M · SEC Form ADV 7.B

Additional shared vehicles: Allied Industrial Partners I, L.P. (2024 Vintage) · AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

1919 Investment Counsel

Family Office / MFO Baltimore, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Allied Industrial Partners I, L.P. (2024 Vintage)
Evercore Wealth Management: $68.2M · SEC Form ADV 7.B
1919 Investment Counsel: $23.0M · SEC Form ADV 7.B

Additional shared vehicles: Alpine Investors Iceman CV (-A) LP (2024 Vintage) · AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Trieste Friuli Fredericksburg Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)
Evercore Wealth Management: $63.2M · SEC Form ADV 7.B
Trieste Friuli Fredericksburg Sovereign Strategic Investment Fund: $35.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Alpine Investors Iceman CV (-A) LP (2024 Vintage) · Allied Industrial Partners I, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+693 Additional Institutional LPs Report Shared Vehicles with Evercore Wealth Management

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You are viewing 5 open public preview records (out of 22 total tracked records for Evercore Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (696 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Evercore Wealth Management

Buyout LPs →Venture Capital LPs →Secondaries LPs →Distressed / Special Situations LPs →Real Estate LPs →

Frequently Asked Questions: Evercore Wealth Management

What type of institutional allocator is Evercore Wealth Management and what is their typical disclosed ticket size?

Evercore Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 22 historical disclosure records tracked on Prilago ($1.07B total parsed USD across disclosed rows), the median disclosed amount is $45.0M (range: $8.0M to $96.5M).

Which private-market strategies appear in Evercore Wealth Management's public disclosures?

Evercore Wealth Management has disclosed records across Buyout, Venture Capital, Secondaries, Distressed / Special Situations, Real Estate. Open preview records include American Industrial Partners Capital Fund VII LP (2025 Vintage), Alta Partners NextGen Fund II LP (2025 Vintage), Alta Partners NextGen Fund I LP (2025 Vintage), Alpine Investors Iceman CV (-A) LP (2024 Vintage).

How are Evercore Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Evercore Wealth Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Evercore Wealth Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/evercore-wealth-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Evercore Wealth Management?

In Prilago's bilateral commitment graph, Evercore Wealth Management shares resolved underlying fund vehicles with 696 institutional LPs across 22 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Alpine Investors Iceman CV (-A) LP (2024 Vintage)), 1919 Investment Counsel (10 shared vehicles, e.g. Allied Industrial Partners I, L.P. (2024 Vintage)), Trieste Friuli Fredericksburg Sovereign Strategic Investment Fund (10 shared vehicles, e.g. AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)).

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