EVERGREEN CAPITAL HOLDINGS, LLC

Overview

Evergreen Capital Holdings, LLC is a privately organized investment manager structured as a limited liability company that operates with an individual owner and is classified as a private equity fund. The firm provides portfolio management services for individuals and small businesses and also manages pooled investment vehicles. Its client base includes both individual and family clients as well as institutional investors. Fees are charged as a percentage of assets under management. Regulatory and operational flags in the firm’s profile include that it is not identified as an active ESG investor, is not a multi-state adviser, and is not newly formed. The firm also reports acting as a sponsor, general partner and managing member of pooled investment vehicles, indicating direct involvement in structuring and operating alternative investment vehicles.

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Investments & Alternatives

Location & Offices