Hedge Fund Database

EVERMORE GLOBAL ADVISORS, LLC

Adviser information for EVERMORE GLOBAL ADVISORS, LLC last updated from Form ADV on March 27th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3 $132.6M
Non-Discretionary 0 $0
Total 3 $132.6M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 1 $110.8M
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 1 $2.4M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 1 $19.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 33

Services

Advisory Services Portfolio management for investment companiesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-70645
SEC ERA File Number 801-70645
SEC CIK Numbers 1479983
SEC CRD Numbers 151443
Legal Entity Identifier 5493006VXGTXJWLLEU76

Principal Office

55 UNION PLACE
SUITE 277
SUMMIT
NJ
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 908-378-2880, Fax: 908-378-2890

Websites

www.linkedin.com/company/evermore-global-advisors/ www.linkedin/in/evermoreglobal/ twitter.com/evermoreglobal www.evermoreglobal.com

Chief Compliance Officer

DOUGLAS TYRE
3 CANAL PLAZA
3RD FLOOR
PORTLAND
ME
United States
Tel: 484-588-2113
(Full email address available in API data)

Regulatory Contact

ERIC LEGOFF
CHIEF OPERATING OFFICER
55 UNION PLACE
SUITE 277
SUMMIT
NJ
United States
Tel: 908-378-2882
Fax: 908-378-2890
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DONINI, GERALD, ALDO Individual – MEMBER 08/2014 < 5%
LEGOFF, ERIC, JEAN Individual – CHIEF OPERATING OFFICER 06/2009 25-50%
MARCUS, DAVID, EZRA Individual – CHIEF EXECUTIVE OFFICER 06/2009 25-50%
GALLAGHER, PATRICK, JOSEPH Individual – DIRECTOR 05/2015 < 5%
TESORIERO, BARTHOLOMEW, CHRISTOPHER Individual – CHIEF FINANCIAL OFFICER 11/2015 < 5%
LERNER, ROBERT, LOUIS Individual – DIRECTOR 06/2016 < 5%
TYRE, DOUGLAS, NELSON Individual – CHIEF COMPLIANCE OFFICER 12/2017 < 5%
CS STIFTELSE FOR NASTA GENERATION Foreign Entity – MEMBER 01/2021 5-10%

No. Employees, Historic

201002020202120222023202413 on 3/18/202013 on 10/29/202011 on 3/12/202111 on 10/15/202110 on 3/15/20227 on 10/25/20227 on 3/27/2023

RAUM, Historic

2B1B0202020212022202320241144001357 on 3/18/2020553282107 on 10/29/2020553049325 on 3/12/2021353471601 on 10/15/2021338613506 on 3/15/2022178515884 on 10/25/2022132616933 on 3/27/2023

No. Clients, Historic

1050202020212022202320247 on 3/18/20205 on 10/29/20205 on 3/12/20215 on 10/15/20215 on 3/15/20224 on 10/25/20223 on 3/27/2023

Holdings

From latest 13F, filed January 18th, 2023 for period ending December 31st, 2022
Name Class Value $USD # Shares Private Fund
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 14M 801K –
ENOVIS CORPORATION COM 1M 26K –
ESAB CORPORATION COM 2M 49K –
FRONTLINE LTD SHS NEW 818K 67K –
IAC INC COM NEW 2M 39K –
KKR & CO INC COM 4M 86K –
ENETI INC COM 3M 256K –