Allocator Index · CRD 104931

EVERGREEN CAPITAL MANAGEMENT LLC

Bellevue, WA · 425-467-4600 · twitter.com/evergreengk

SEC IAPD record ↗

Fit score

86

  • real_estate_fund+40
  • hnw>=500+22
  • hnw_majority+8
  • employees 3-60+8
  • aum $3.0B-$10.0B+8

HNW clients

754

Other individuals

367

HNW assets

$6.23B

Total AUM

$7.19B

Employees

37

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
EVERGREEN VENTURES REAL ESTATE FUND, L.P.Real Estate Fund$39.6M
EVERGREEN VENTURES INCOME FUND, L.P.Private Equity Fund$91.5M
EVERGREEN VENTURES OPPORTUNITY FUND, L.P.Private Equity Fund$48.0M
EVERGREEN VENTURES TECHNOLOGY FUND L.P.Private Equity Fund$31.8M
EVERGREEN VENTURES AI SPV II(QP), L.P.Private Equity Fund$13.6M
EVERGREEN VENTURES SMITH TOWER SPV, L.P.Private Equity Fund$7.2M
EVERGREEN VENTURES AI SPV, L.P.Private Equity Fund$2.2M
EVERGREEN VENTURES AI SPV II, L.P.Private Equity Fund$988K