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

Institutional Holders (2016Q4)
Portfolio Summary: 5 Institutional holders with a total value of $15,817,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HALSEY ASSOCIATES INC/CT 157,799 10,841,000 68.54%
2 CG Asset Management LLC 36,830 2,530,000 16.00%
3 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 23,425 1,609,000 10.17%
4 SVB WEALTH LLC 11,590 796,000 5.03%
5 ISTHMUS PARTNERS, LLC 600 41,000 0.26%

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.