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Rating:The Wall Street Fund Finds a New Owner Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, May 05, 2010

The Wall Street Fund Finds a New Owner

Reported by Daniel Tovrov

Evercore Wealth Management is making a move into Wall Street -- The Wall Street Fund, that is. The money manager acquired the 65 year old mutual fund on May 1, through a merger of EWM and Morse, Williams & Co.

The fund, which has $12 million of assets under management, will continue to be managed by Robert Morse, who has overseen the fund since 1984, according to a filing. EWN's Tim Evnin will co-manage the fund.

U.S. Bancorp Fund Services is the transfer agent for the fund. Quasar Distributors is the fund's distributor. 

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