Evergreen Capital Management LLC

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Assets, Funds, Holdings

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CAFR Data
Evergreen Capital Management LLC
CRD #104931
SEC #801-20248
CIK #
AUM $2.5 BB (95% Disc, 100% US, 2020-03-30)
Employees32 (50% Investors, 0% Brokers)
Phone425-467-4600
Address10500 NE 8th Street
Bellevue, WA 98004
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
GBIL 58.1
MINT 53.8
AMJ 44.5
MSFT 1,376,930.0 31.7
EPD 42,320.0 25.4
GIM 727.1 20.1
VUG 19.0
AAPL 1,372,810.0 18.8
PCAR 25,080.0 15.8
GOOG 967,290.0 15.0
View All
Holdings by Sector ($)
1.00.80.60.40.20.02014201620182020
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CA 2.6
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GA 2.6
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NY 2.6
EPG Incorporated
MA 2.6
Dorset Management Corporation
NY 2.6
Palladium Partners LLC
VA 2.5
Capital One Asset Management LLC
TX 2.5
Snowden Capital Advisors LLC
NY 2.5
Manning & Napier Advisory Advantage Corp
NY 2.5
Calibre Advisory Services Inc
MA 2.4
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