0001947242-22-000004.txt : 20220928 0001947242-22-000004.hdr.sgml : 20220928 20220928101455 ACCESSION NUMBER: 0001947242-22-000004 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 CLERC,PETER,ANDREW, FILED AS OF DATE: 20220921 DATE AS OF CHANGE: 20220928 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evercrest Advisors, LLC CENTRAL INDEX KEY: 0001947242 IRS NUMBER: 920320729 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-05678 FILM NUMBER: 221273063 BUSINESS ADDRESS: STREET 1: 311 HARTFORD ROAD CITY: SOUTH ORANGE STATE: NJ ZIP: 07079 BUSINESS PHONE: 201-780-5691 MAIL ADDRESS: STREET 1: 311 HARTFORD ROAD CITY: SOUTH ORANGE STATE: NJ ZIP: 07079 MA-I 1 primary_doc.xml MA-I 0001947242 XXXXXXXX Kenneth McManus kenmcmanus@alternativereg.com kenmcmanus@alternativereg.com N N Peter Andrew Clerc Y 2 0001947242 Evercrest Advisors, LLC 05-02-2016 N 09-20-2022 0001947242 LOCATED SUPERVISED 09-09-2022 0001614859 Swap Financial Group, LLC 05-02-2016 N 867-00252 LOCATED SUPERVISED 05-02-2016 41 MADISON AVENUE 31ST FLOOR NEW YORK NY 10010 09-2022 Evercrest Advisors, LLC SOUTH ORANGE NJ 07079 Y N Managing Director/Member 05-2016 09-2022 Swap Financial Group, LLC NEW YORK NY 10020 Y Y Managing Director 07-2008 04-2016 Goldman Sachs & Co. NEW YORK NY 10018 Y Y Vice President, Investment Banking Y 05-2016 Swap Financial Group, LLC 41 MADISON AVE 31st Floor NEW York NY 10010 Y Y Municipal Advisor Managing Director 160 Municipal advisory duties 10-2018 23 Milford Street Condominium Trust 23 Milford Street BOSTON MA 02118 N N Condo trust Treasurer 2 Bookkeeping and record tracking N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 09-21-2022 Kimberly McManus President, Alternative Regulatory Solutions LLC