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EVERGREEN CAPITAL ASSOCIATES LLC
CRD 312909 · SEC 801-128686
101 MORGAN LANE, SUITE 180, PLAINSBORO, NJ, 08536, United States
Phone
609-936-8046
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.6M
Discretionary AUM
$243.6M
Team
33 total employees; 15 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $776K |
| Pooled investment vehicles | 8 | $242.9M |
Official SEC filing: View on IAPD