Evergreen Investment Management LLC

Overview

Evergreen Investment Management LLC is a small, privately held advisory shop that, according to regulatory filings, is organized as a limited liability partnership and owned by an individual. The firm serves both individual/family and institutional clients, focusing on portfolio management for individuals and small businesses. Its compensation model combines a percentage-of-assets-under-management fee with the possibility of performance-based fees. Evergreen does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant in its public disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices