Ivy Evergreen, LLC
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
FINTRXOverview
Ivy Evergreen, LLC is a limited liability company that operates as a multi-strategy alternative asset manager, combining hedge fund and private equity activities. The firm is registered with the SEC (registered in 2025) and serves primarily institutional clients. It focuses on managing pooled investment vehicles and acts in sponsor/GP and managing member roles for those vehicles. Compensation is a blend of percentage-of-AUM and performance-based fees, consistent with its hedge fund and private equity orientations. The firm does not identify as an active ESG investor.
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
Location
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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