0001947242-23-000008.txt : 20231003
0001947242-23-000008.hdr.sgml : 20231003
20231003084653
ACCESSION NUMBER: 0001947242-23-000008
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: MACPHERSON,WILLIAM,ROBBINS,
FILED AS OF DATE: 20231002
DATE AS OF CHANGE: 20231003
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05678
FILM NUMBER: 231301633
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/A
1
primary_doc.xml
MA-I/A
0001947242
XXXXXXXX
Kenneth McManus
9736189508
kenmcmanus@alternativereg.com
N
0001947242-22-000006
N
William
Robbins
MacPherson
4996325
N
1
0001947242
Evercrest Advisors, LLC
11-30-2022
Y
867-02617
LOCATED
11-30-2022
SUPERVISED
11-30-2022
4 South Orange Ave
South Orange
NJ
07079
11-2022
Evercrest Advisors, LLC
South Orange
NJ
07079
Y
N
Independent Contractor
08-2015
11-2022
VMG Ventures, LLC
Cambridge
MA
02142
N
N
Partner
09-2006
08-2015
Goldman Sachs
New York
NY
10282
N
Y
Vice President
Y
08-2015
VMG Ventures
350 3rd Street
#1702
Cambridge
MA
02142
N
N
Financial Software Consulting and Development
Owner/Partner
150
Owner, founder and principal
09-2023
Island Home Club
14 Devereaux St
Arlington
MA
02476
N
N
Home owners association (not for profit) managing a small summer community in Maine
Treasurer
4
Produce annual budget; process member receivables and staff/vendor payables; coordinate annual filings and taxes; manage bank accounts.
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
10-02-2023
Kimberly McManus
President, Alternative Regulatory Solutions, LLC