The EVERGREEN CAPITAL MANAGEMENT LLC is a privately held investment adviser that advises $7.19Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. EVERGREEN CAPITAL MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 140.17% over the last 5-years.
The Group has been registered with the SEC for 42.69 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 1412 112TH AVE NE SUITE 100, BELLEVUE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 37 employees comprised of 26 investment and 11 non-investment staff. The total number of Employees increased by 23.33% over the last 5-years.
Their $7.19Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 28 other accounts. Assets of High Net Worth Individuals clients own $6.23Bn or 86.77% of Total Assets and Corporations or Other Businesses own $358.89mn or 4.99% of Total Assets.
The Group's top investment strategies include Early Stage, Real Estate and Fund of Funds, representing 73.87%, 19.93% and 6.2% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
EVERGREEN CAPITAL MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.