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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JOHN HOOFF
Founder & CEOCRD 7795867
Brian Pavlock
Chief Financial OfficerCRD 8123911
Contacts
1 of 1JOHN HOOFF
CRD 5712044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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