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