Evergreen Capital Associates LLC

RIASEC Registered

Total AUM

$244M

Discretionary

$244M

100% of AUM

Avg account

$27.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Plainsboro, New Jersey
CRD number: 312909
Registered since: September 5, 2023
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99.68%
HNWI0.32%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Evergreen Capital Associates LLC is organized as a limited liability company and is registered with the SEC. The firm is classified as a hedge fund and also operates in commodity pool operator / commodity trading advisor (CPO/CTA) capacities. Its advisory remit covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. Clients include both individual/family and institutional investors. Evergreen charges a mix of assets-under-management fees and performance-based fees and does not identify as an active ESG investor.