Evermore Global Advisors, LLC

SEC-regulated
Registered investment advisor
Evermore Global Advisors, LLC, based in Summit, New Jersey, is a privately-held investment management company founded in 2009 by David Ezra Marcus and Eric Jean LeGoff. The firm specializes in providing discretionary investment management services to clients, managing approximately $130.2 million of client assets as of January 31, 2023. Evermore offers investment advice on a wide range of securities, including equity securities, corporate debt securities, municipal securities, and more. Clients of Evermore include the Evermore Global Value Fund, a series of The RBB Fund Trust, and separate accounts for institutional clients. The firm follows a special situations investment strategy across three geographies: Global, European, and International, focusing on capital appreciation by investing in undervalued companies undergoing strategic change. For the Evermore Global Value Fund, the firm charges a 0.99% annualized advisory fee based on the Fund's average daily net assets. Evermore's fee structure for Institutional Separate Accounts is negotiable, typically at 1.00% per annum, depending on various factors. The firm does not participate in wrap fee programs but may provide model portfolio advice to other investment advisory firms for a negotiated fee based on total assets invested. Evermore does not compensate for client referrals and does not have custody of client funds or securities. The firm exercises investment discretion on behalf of clients and votes on client securities' corporate governance matters through a proxy voting process. Additionally, Evermore has established a Code of Ethics and policies to address conflicts of interest related to trading practices and soft dollar benefits. Overall, Evermore Global Advisors, LLC offers tailored investment management services with a focus on special situations investing and a commitment to acting in the best interests of its clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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