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| Happy Holidays!! thanks for using AUM13F!! |
| Evergreen Capital Associates LLC
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| CRD # | 312909 |
| SEC # | 801-128686 |
| CIK # | |
| AUM | $229.0 M (2025-03-31) |
| Employees | 34 (41% Investors, 0% Brokers) |
| Phone | 609-936-8046 |
| Address | 101 Morgan Lane Plainsboro, NJ 08536 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | PLY Primus Fund USA LP | 2023-08-04 | 72.8 | |
| HF | The Doublewood XLIM Fund USA LP | 2023-08-04 | 15.0 | |
| HF | Kepler Strategic Fund LLC | 2023-03-31 | 9.1 | |
| HF | Tectonic Strategy Fund Australia LLC | 2023-03-31 | 22.2 | |
| HF | Kepler Strategic Fund LLC | 2022-03-31 | 21.0 | |
| HF | Tectonic Global Opportunities Fund LLC | 2021-04-29 | 32.6 | |
| HF | Union Spring Fund Ltd | 2015-01-02 | 71.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 229.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 229.0 |
| By Discretionary | ||
| Discretionary | 8 | 229.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 229.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 109.6 | |
| United States Persons | 119.4 | |
| Total | 8 | 229.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garrison Murphy Wealth Management LLC
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|
0.2 | |
|
Washington Growth Strategies LLC
✚
|
DC | 0.2 |
|
Stance Capital LLC
✚
|
MA | 0.2 |
|
MORI Huston Partners LLC
✚
|
FL | 0.2 |
|
Gulfstream CM LLC
✚
|
NJ | 0.2 |
|
Boyar Asset Management Inc
✚
|
NY | 0.2 |
|
Brandywine Asset Management Inc
✚
|
PA | 0.2 |
|
AtlasMark Financial Inc
✚
|
TX | 0.2 |
|
Sparrow Capital Management Inc
✚
|
MO | 0.2 |
|
Crescat Portfolio Management LLC
✚
|
CO | 0.2 |