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EVERGREEN CAPITAL MANAGEMENT LLC

dba EVERGREEN CAPITAL MANAGEMENT LLC · CRD 104931 · Registered Investment Adviser

Custody via related personManages private funds

EVERGREEN CAPITAL MANAGEMENT LLC is a Registered Investment Adviser headquartered in BELLEVUE, WA. The firm reports $7,185,104,271 in regulatory assets under management across 3,404 accounts, and manages 8 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$7,167,361,282
Non-discretionary$17,742,989
Total RAUM$7,185,104,271
Accounts3,404

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 104931. adviserinfo.sec.gov/firm/summary/104931.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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