Evergreen Capital Associates LLC
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 4Virginia Loebel
Chief Administrative OfficerCRD 6432082
Edward Chan
Executive Vice President and Chief Operating OfficerCRD 1864142
David Cushing
Chief Compliance OfficerCRD 2500636
Contacts
3 of 4Christopher Lonero
ControllerCRD 5823295
Michael Gan
Executive Vice President, DirectorCRD 2004885
Sandy Chan
Managing DirectorCRD 7768748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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