IVY EVERGREEN, LLC

RIASEC RegisteredEst. 2025
Total AUM
$155M
Discretionary
$155M
100% of AUM
Avg account
$38.8M
Accounts
4
Employees
13
Advisory reps
3

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
324430
Registered since
July 25, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

IVY Evergreen, LLC is organized as a limited liability company that operates as a multi-strategy fund manager with hedge fund and private equity activity. The firm is SEC-registered as of 2025 and serves institutional clients. Its business centers on portfolio management for pooled investment vehicles, and it also functions as sponsor, general partner, and managing member of those vehicles. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JOHN HOOFF

    Founder & CEOCRD 7795867

  • Brian Pavlock

    Chief Financial OfficerCRD 8123911

Contacts

1 of 1
  • JOHN HOOFF

    CRD 5712044

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHARLESTON, SC

CHARLESTON

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
158 Meeting St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth