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EVERCORE PARTNERS CLASS A
EVERCORE PARTNERS CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 5 Institutional holders with a total value of $13,295,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HALSEY ASSOCIATES INC/CT 168,134 9,289,000 69.87%
2 CG Asset Management LLC 48,230 2,665,000 20.05%
3 FRANKLIN STREET ADVISORS INC /NC 16,400 906,000 6.81%
4 HARTWELL J M LIMITED PARTNERSHIP 4,175 231,000 1.74%
5 REYNOLDS CAPITAL MANAGEMENT LLC 3,700 204,000 1.53%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.