Evergreen Investment Advisors LLC

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Assets, Funds, Holdings

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Evergreen Investment Advisors LLC
CRD #133550
SEC #801-64078
CIK #0001762294
AUM 11.60 B (2026-05-01)
Employees 46 (35% Investors, 0% Brokers)
Phone312-499-8500
Address151 North Franklin Street
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
151296302004201120192027
CIK Period
0001762294
Sector Form 13F Holdings Value ($M)
Apple Inc 1.1
Broadcom Inc 0.5
CornerStone Bancshares Inc 0.5
Nvidia Corp 0.3
Lowes Companies Inc 0.3
Alphabet Inc 0.3
Microsoft Corp 0.2
Home Depot Inc 0.2
Amazon Com Inc 0.2
Wal Mart Stores Inc 0.2
Chevron Corp 0.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold AUM
PE Evergreen Australia LP 2020-03-27 663.7 M
PE Evergreen Venture Investors LLC 2020-03-27 154.2 M
PE Euroinvest Property Partners LP 2012-03-28 321.2 M
PE Evergreen Real Estate Partners LLC 2012-03-28 10.78 B
PE The European Investment Properties Limited Partnership 2012-03-28 2.3 M
AUM Breakdown Accounts AUM ($B)
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 3 11.6
(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 3 11.6
By Discretionary
Discretionary 0 0.0
Non-Discretionary 3 11.6
Total 3 11.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 11.6
Total 3 11.6
Limited Partners2011 - 2026
Teachers' Retirement Security for Illinois Educators
EDGAR Form CIK 2011 - 2026
13F-HR [0001762294]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity
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