0001947242-24-000002.txt : 20240514 0001947242-24-000002.hdr.sgml : 20240514 20240514152433 ACCESSION NUMBER: 0001947242-24-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: CLERC,PETER,ANDREW, FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evercrest Advisors, LLC CENTRAL INDEX KEY: 0001947242 ORGANIZATION NAME: 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: 24943747 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 Aaron Castillo acastillo@alternativereg.com acastillo@alternativereg.com Y 0001947242-23-000006 N Peter Andrew Clerc N 1 0001947242 Evercrest Advisors, LLC 05-02-2016 N 09-20-2022 0001947242 LOCATED SUPERVISED 09-09-2022 LOCATED SUPERVISED 01-10-2023 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 10-2019 Banah I Investor, LLC 610 E Argonne Drive Saint Louis MO 63122 N Y Construction Related, Managed Repair Program Minority Investor 2 Owner 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 05-14-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC