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