The agreement was announced in November, under terms that were not made public.
Evercore Wealth Management, a subsidiary of Evercore Partners Inc., is a registered investment adviser with offices in New York, Minneapolis and San Francisco. The firm now has 27 partners serving high-net-worth individuals and institutional investors and manages client assets totaling $3.8 billion as of September 30. As of that date, Mt. Eden had $645 million in client assets.