Evercore Partners Inc (EVR) — Strategic Asset Allocation Index
Evercore Partners Inc (EVR) has a Strategic Asset Allocation Index of 40.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $853.44 Million) total $853.44 Million, measured against net assets of $2.09 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See EVR net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Evercore Partners Inc Strategic Asset Allocation Index (2004–2025)
This chart shows how Evercore Partners Inc's Strategic Asset Allocation Index has evolved across 22 annual periods from 2004 to 2025. As of March 2026, the index stands at 40.9%, representing strategic assets of $853.44 Million against net assets of $2.09 Billion USD. For live market cap and overall valuation, see Evercore Partners Inc market cap and net worth.
Annual Strategic Asset Allocation Index for Evercore Partners Inc (2004–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Evercore Partners Inc from 2004 to 2025, covering 22 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Evercore Partners Inc (EVR) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 95.0% | $2.20 Billion | $647.22 Million | $1.56 Billion | $2.32 Billion | ▼ -10.8 pp |
| 2024 | 105.9% | $2.06 Billion | $584.21 Million | $1.47 Billion | $1.94 Billion | ▼ -3.1 pp |
| 2023 | 108.9% | $1.94 Billion | $516.07 Million | $1.43 Billion | $1.78 Billion | ▲ +98.1 pp |
| 2022 | 10.8% | $186.31 Million | $143.27 Million | $43.05 Million | $1.73 Billion | ▼ -2.9 pp |
| 2021 | 13.7% | $223.76 Million | $148.59 Million | $75.18 Million | $1.64 Billion | ▼ -2.1 pp |
| 2020 | 15.8% | $235.51 Million | $148.83 Million | $86.68 Million | $1.49 Billion | ▼ -3.4 pp |
| 2019 | 19.2% | $216.29 Million | $126.80 Million | $89.49 Million | $1.13 Billion | ▲ +2.2 pp |
| 2018 | 17.0% | $171.71 Million | $81.07 Million | $90.64 Million | $1.01 Billion | ▼ -3.9 pp |
| 2017 | 21.0% | $166.91 Million | $68.59 Million | $98.31 Million | $796.37 Million | ▼ -0.5 pp |
| 2016 | 21.5% | $168.28 Million | $51.65 Million | $116.63 Million | $783.33 Million | ▼ -3.2 pp |
| 2015 | 24.7% | $174.63 Million | $47.98 Million | $126.65 Million | $707.22 Million | ▼ -4.4 pp |
| 2014 | 29.1% | $207.10 Million | $42.53 Million | $164.57 Million | $712.23 Million | ▲ +3.9 pp |
| 2013 | 25.2% | $141.92 Million | $27.83 Million | $114.08 Million | $563.16 Million | ▼ -5.5 pp |
| 2012 | 30.7% | $150.87 Million | $29.78 Million | $121.10 Million | $490.75 Million | ▲ +2.8 pp |
| 2011 | 28.0% | $130.37 Million | $21.44 Million | $108.93 Million | $465.83 Million | ▲ +23.9 pp |
| 2010 | 4.1% | $14.92 Million | $14.92 Million | $- | $367.24 Million | ▲ +1.3 pp |
| 2009 | 2.8% | $8.22 Million | $8.22 Million | $- | $295.76 Million | ▼ -1.2 pp |
| 2008 | 4.0% | $8.14 Million | $8.14 Million | $- | $205.78 Million | ▼ -1.9 pp |
| 2007 | 5.8% | $10.11 Million | $10.11 Million | $- | $172.98 Million | ▲ +2.0 pp |
| 2006 | 3.9% | $4.37 Million | $4.37 Million | $- | $112.48 Million | ▼ -0.5 pp |
| 2005 | 4.4% | $2.26 Million | $2.26 Million | $- | $51.51 Million | ▲ +0.7 pp |
| 2004 | 3.7% | $1.89 Million | $1.89 Million | $- | $51.28 Million | — |