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EVERGREEN INVESTMENT MANAGEMENT LLC

CRD 339989

Advisory firmLLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$1.4M

Discretionary AUM

$1.4M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Partnership

Filing date

2026-05-28

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals3$1.4M
Corporations/business entities1$1K

Official SEC filing: View on IAPD