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

Institutional Holders (2015Q3)
Portfolio Summary: 4 Institutional holders with a total value of $20,879,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HALSEY ASSOCIATES INC/CT 234,803 11,797,000 56.50%
2 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 128,799 6,471,000 30.99%
3 CG Asset Management LLC 40,030 2,011,000 9.63%
4 SVB WEALTH LLC 11,950 600,000 2.87%

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.