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| Evergreen Capital Management LLC
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| CRD # | 104931 |
| SEC # | 801-20248 |
| CIK # | 0001909404, 0001777489, 0001260824 |
| AUM | 7,185.1 M (2026-03-26) |
| Employees | 37 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 425-467-4600 |
| Address | 1412 112th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 21 Apr 2026 | Evergreen Capital Management LLC Lowers Stock Holdings in EchoStar Corporation $SATS — MarketBeat |
| Sector | Form 13F Holdings | Value ($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 | AUM |
|---|---|---|---|---|
| PE | Evergreen Ventures AI SPV II LP | [2026-03-26] | 1.0 M | 1.0 M |
| Filed 2025-07-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Evergreen Ventures AI SPV II QP LP | [2026-03-26] | 13.6 M | 13.6 M |
| Filed 2025-07-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Evergreen Ventures Real Estate Fund LP | [2026-03-26] | 39.7 M | 39.6 M |
| Offered $40,000,000 · Filed 2025-10-06 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $250,000 · Remaining $342,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Evergreen Ventures Smith Tower SPV LP | [2025-03-31] | 7.4 M | 7.2 M |
| Offered $7,375,000 · Filed 2024-06-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Evergreen Ventures Opportunity Fund LP | [2023-07-11] | 41.6 M | 48.0 M |
| Offered $200,000,000 · Filed 2024-11-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $158,415,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Evergreen Ventures AI SPV LP | [2023-03-31] | 2.4 M | 2.2 M |
| Offered $5,000,000 · Filed 2022-11-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $2,650,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Evergreen Ventures Income Fund LP | [2022-03-31] | 74.8 M | 91.5 M |
| Offered $200,000,000 · Filed 2021-08-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $125,250,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Evergreen Ventures Technology Fund LP | [2020-07-30] | 29.9 M | 31.8 M |
| Filed 2020-06-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer, Promoter | 9 | 2 | |
| William Hay | Executive Officer | 2 | 2 | |
| Jeff Eulberg | Executive Officer | 8 | 1 | |
| Tyler Hay | Executive Officer | 8 | 1 | |
| Evergreen Gavekal GP LLC | Promoter | 7 | 1 | |
| Evergreen Ventures Real Estate GP LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001260824] | |
| SC 13G | [0001260824] | |
| D | [0001777489] | |
| SC 13G | [0001909404] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity, Real Estate |
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