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| Evergreen Capital Management LLC
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|---|---|
| CRD # | 104931 |
| SEC # | 801-20248 |
| CIK # | 0001260824, 0001777489, 0001909404 |
| AUM | $7.2 B (2026-03-26) |
| Employees | 37 (70% Investors, 0% Brokers) |
| Phone | 425-467-4600 |
| Address | 1412 112th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Paccar Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Ovintiv Inc | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Evergreen Ventures AI SPV II LP | [2026-03-26] | 1.0 | 1.0 |
| PE | Evergreen Ventures AI SPV II QP LP | [2026-03-26] | 13.6 | 13.6 |
| RE | Evergreen Ventures Real Estate Fund LP | [2026-03-26] | 39.7 | 39.6 |
| PE | Evergreen Ventures Smith Tower SPV LP | [2025-03-31] | 7.4 | 7.2 |
| PE | Evergreen Ventures Opportunity Fund LP | [2023-07-11] | 41.6 | 48.0 |
| PE | Evergreen Ventures AI SPV LP | [2023-03-31] | 2.4 | 2.2 |
| PE | Evergreen Ventures Income Fund LP | [2022-03-31] | 74.8 | 91.5 |
| PE | Evergreen Ventures Technology Fund LP | [2020-07-30] | 29.9 | 31.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 0.3 |
| (b) Individuals (high net worth individuals) | 754 | 6.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 0.2 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,404 | 7.2 |
| By Discretionary | ||
| Discretionary | 3,377 | 7.2 |
| Non-Discretionary | 27 | 0.0 |
| Total | 3,404 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.2 | |
| Total | 3,404 | 7.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Evergreen Capital Management LLC | 9 | 2 | ||
| William Hay | 2 | 2 | ||
| Jeff Eulberg | 8 | 1 | ||
| Tyler Hay | 8 | 1 | ||
| Evergreen Gavekal GP LLC | 7 | 1 | ||
| Evergreen Ventures Real Estate GP LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001260824] | |
| SC 13G | [0001260824] | |
| D | [0001777489] | |
| SC 13G | [0001909404] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fifth Third Wealth Advisors LLC
✚
|
OH | 7.8 |
|
MainStreet Investment Advisors LLC
✚
|
IL | 5.9 |
|
Quadrant Capital Group LLC
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OH | 5.4 |
|
Eversource Wealth Advisors LLC
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AL | 5.1 |
|
Venturi Wealth Management LLC
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TX | 3.6 |
|
Shariaportfolio Inc
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|
FL | 3.0 |
|
Pasadena Private Wealth LLC
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|
CA | 1.6 |
|
Swan Capital LLC
✚
|
0.4 | |
|
SWBC Investment Company
✚
|
TX | 0.3 |
|
Grid 202 LLC
✚
|
NY | 0.1 |