Evergreen Capital Management LLC


Assets, Funds, Holdings

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Evergreen Capital Management LLC
CRD #104931
SEC #801-20248
AUM $2.5 BB (95% Disc, 100% US, 2020-03-30)
Employees32 (50% Investors, 0% Brokers)
Address10500 NE 8th Street
Bellevue, WA 98004
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
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 ($)
Comparable Firms State AUM ($BB)
Atherton Lane Advisers LLC
CA 2.6
Willis Investment Counsel Inc
GA 2.6
Forstmannleff LLC
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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