THE EVERGREEN ADVANTAGE MANAGEMENT, INC.

Overview

The Evergreen Advantage Management, Inc. is a small, owner-operated advisory firm registered with the SEC in 2017 that focuses on portfolio management for pooled investment vehicles. The firm serves an institutional client base and operates under a fee model that includes a percentage-of-AUM component. It is not positioned as a capital allocator; rather, it manages discretionary assets for a pooled vehicle structure. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. Operationally, the firm’s activities include portfolio management tied to pooled vehicles and an industry affiliation as a real estate broker, which suggests a degree of direct market involvement or transaction capability in real estate deals alongside its advisory mandate.

Assets & Accounts

Investments & Alternatives

Location & Offices