EVERGREEN CAPITAL ASSOCIATES LLC

RIASEC RegisteredEst. 2023

Total AUM

$244M

Discretionary

$244M

100% of AUM

Avg account

$27.1M

Accounts

9

Employees

33

Advisory reps

8

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 an LLC-structured, SEC-registered investment adviser that operates with a hedge-fund orientation and also functions in commodity/futures capacity (CPO/CTA). The firm manages pooled vehicles and provides portfolio management for individual and small business clients as well as for institutional or business accounts. Its fee model combines a percentage-of-assets arrangement with performance-based fees, reflecting the incentive-driven structure common to hedge fund managers. Evergreen reports it is not an active ESG investor and is owned by domestic entities and/or individuals.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds100%

Owners & executives

3 of 4

VIRGINIA LOEBEL
Chief Administrative OfficerCRD 6432082
EDWARD CHAN
Executive Vice President and Chief Operating OfficerCRD 1864142
DAVID CUSHING
Chief Compliance OfficerCRD 2500636

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Contacts

3 of 4

CHRISTOPHER LONERO
ControllerCRD 5823295
MICHAEL GAN
Executive Vice President, DirectorCRD 2004885
Sandy Chan
Managing DirectorCRD 7768748

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

PLAINSBORO, NJ

MIDDLESEX

Location

PLAINSBORO, NJ

Headquartered in PLAINSBORO, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: MIDDLESEX
Address: 101 Morgan Ln
Time zone: ET (UTC-5)
Office locations

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