Company Overview

Evare provides a single connectivity point between clients and their counter-parties, subsidiaries and internal systems. Evare’s core competencies revolve around financial data acquisition, enrichment, transformation and delivery.

Evare

Founded in 1996 and headquartered in Massachusetts, Evare, LLC is a managed service provider for financial data acquisition, enrichment, transformation and delivery. Evare serves as a data transformation hub for nearly 300 asset managers, broker/dealers, custodial institutions, banks, corporations, and their respective clients worldwide. Evare also supplies desktop applications to municipal and government agencies. As a member of SWIFT, Evare has access to over 7800 institutions in more than 200 countries. Evare provides services for link and data management that adapt each set of communications to the system, process and format each client or counter-party prefers. Member/Concentrator services are administered by Evare which makes moving towards internal and external STP quick, easy, and cost-effective.

As a Limited Liability Company (LLC), everyone employed at Evare is a partner. The primary shareholder is Loeb Partners Corporation.

Loeb History

The Loeb family has a long history in the financial services industry. Its origin was in 1931 with the formation of Carl M. Loeb & Co., by Carl M. Loeb and his sons.

The firm acquired Rhoades & Co. in 1937 and eventually became known as Loeb Rhoades & Co. The firm developed a large retail clientele base, became a leader in providing services to correspondent brokers, and established a major international presence.

By 1982, the firm’s principals sold most of its brokerage operations to Shearson Hayden Stone and decided to focus on its traditional roots in servicing wealthy clientele and institutions and reformed the firm as Loeb Partners Corporation.

Currently, Loeb Partners Corporation is a member of a family of privately owned companies offering a wide range of financial services dedicated to enhancing the wealth of their clientele. Loeb Partners Corporation and its affiliated entities have developed expertise across a wide spectrum of investment opportunities. One of the main philosophies of all Loeb entities is the participation of family and management along with clients in investment opportunities. Loeb’s affiliates include registered broker/dealers, investment advisors and private investment vehicles available to institutions and high net worth participants.

The sole stockholder of Loeb Partners Corporation and its affiliated entities is Loeb Holding Corporation. Thomas L. Kempner is the President and Chief Executive Officer of Loeb Holding Corporation, as well as a director and majority stockholder. Mr. Kempner is the grandson of the Firm’s founder Carl M. Loeb.