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

Institutional Holders (2016Q2)
Portfolio Summary: 5 Institutional holders with a total value of $19,387,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HALSEY ASSOCIATES INC/CT 243,822 10,774,000 55.57%
2 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 135,401 5,983,000 30.86%
3 CG Asset Management LLC 39,330 1,738,000 8.96%
4 SVB WEALTH LLC 12,485 552,000 2.85%
5 ROTHSCHILD INVESTMENT LLC /IL 7,700 340,000 1.75%

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.