The Evergreen Advantage Management, Inc.

Overview

The Evergreen Advantage Management, Inc. is a California-registered institutional RIA organized as a corporation and owned by an individual. The firm serves an institutional client base and focuses on portfolio management for pooled investment vehicles rather than one-off retail advisory relationships. Its fee model includes a percentage-of-AUM component alongside other fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. An industry affiliation as a real estate broker is listed, which indicates involvement or capability in real estate transactions alongside its advisory work.

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