The EVERGREEN INVESTMENT ADVISORS is a privately held investment adviser that advises $14.07Bn in regulatory assets under management held in 2 SEC fund types across 5 investment strategies. EVERGREEN INVESTMENT ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 36.37% over the last 5-years.
The Group has been registered with the SEC for 21.33 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 151 NORTH FRANKLIN STREET SUITE 2100, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 56 employees comprised of 24 investment and 32 non-investment staff. The total number of Employees increased by 7.69% over the last 5-years.
Their $14.07Bn in assets advised are owned by 8 private funds, 11 public funds and BDCs and 4 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $13.39Bn or 95.17% of Total Assets and Investment Companies (IC) own $599.75mn or 4.26% of Total Assets.
The Group's top investment strategies include Real Estate, Long/Short Equity and Traditional LBO, representing 77.14%, 13.46% and 5.85% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 10 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $11.6Bn in assets.
The Group discloses management fees and performance-based fees.
EVERGREEN INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.