Investment adviser · CRD 151443

EVERMORE GLOBAL ADVISORS, LLC

Investment adviser filing (IA)

SUMMIT, NJ, United States · Form ADV filed Mar 27, 2023

Regulatory AUM
$133M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies1$110,787,59883.5%
Corporations & businesses1$19,385,37214.6%
Insurance companies1$2,443,9631.8%
Filing source

Form ADV 1713986 · Mar 27, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EVERMORE GLOBAL OPPORTUNITIES FUND, L.P.Hedge Fund · Last reported Mar 18, 2020$25.2MGross asset value

Form D fundraising filings

Evermore Global Opportunities Fund, L.P.

Fund administrator U.S. BANK GLOBAL FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, PC WHIPPANY, New Jersey, United States
Custodian U.S. BANK N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No
Marketer COLLINS/BAY ISLAND SECURITIES, LLC NEWPORT BEACH, California, United States Related to adviser: No
Marketer LYNDHURST INVESTMENT PARTNERS LLC RICHMOND, Virginia, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WITHUMSMITH+BROWN, PC
PCAOB 100

U.S. BANK N.A.
LEI 6BYL5QZYBDK8S7L73M02

COLLINS/BAY ISLAND SECURITIES, LLC
CRD 106560

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-7946285063
Reported beneficial owners
2
Minimum commitment
$5M
Form D file number
021-305554

Form ADV 1385438 · Mar 18, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2023. View historical filings

Reported services

Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

55 UNION PLACE, SUITE 277
SUMMIT, NJ, 07901, United States

CRD 151443

Filing source

Form ADV 1713986 · Mar 27, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.