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Evergreen Capital Associates LLC

● SEC registered since 2023CRD 312909SEC# 801-128686Plainsboro, NJ
Export (members)
Ranks #4,616 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$229M
Fund GAV
$222.7M
Private funds
6
Employees
34
Accounts
8
Location
Plainsboro, NJ

Evergreen Capital Associates LLC assets under management

Evergreen Capital Associates LLC is an investment advisory firm registered with the SEC based in Plainsboro, NJ. The firm has been registered since 2023. It reports $229 million in regulatory assets under management and employs 34 people. Evergreen Capital Associates LLC manages 6 private funds with combined gross assets of $222.7 million, including Ply Primus Fund (USA) LP. By regulatory assets, it ranks 4,616 of 5,911 private fund managers.

Evergreen Capital Associates LLC private funds

6 funds · $222.7M GAV
FundTypeGross assetsMin.
Ply Primus Fund (USA) LPHedge$72.8M$1M
Union Spring Fund Ltd.Hedge$71M$1M
Tectonic Global Opportunities Fund LLCHedge$32.6M$1M
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Evergreen Capital Associates LLC owners & executives

10 reported
NameTitleOwnershipSince
Christopher Michael Lonero ControlControllerUnder 5%2024
David Preston Cushing ControlChief Compliance OfficerUnder 5%2023
Edward Kimming Chan ControlChief Operations And Technology Officer, Executive VpUnder 5%2020
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Frequently asked questions

How much does Evergreen Capital Associates LLC manage?

Evergreen Capital Associates LLC reports $229 million in regulatory assets under management on its Form ADV.

How many private funds does Evergreen Capital Associates LLC manage?

Evergreen Capital Associates LLC manages 6 private funds with combined gross assets of $222.7 million.

How many employees does Evergreen Capital Associates LLC have?

Evergreen Capital Associates LLC reports 34 employees.

Where is Evergreen Capital Associates LLC located?

Evergreen Capital Associates LLC is based in Plainsboro, NJ and has been SEC-registered since 2023.

Does Evergreen Capital Associates LLC disclose fund performance?

Evergreen Capital Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Morgan Lane, Suite 180, Plainsboro, NJ 08536
Phone609-936-8046
Office hours8:30 a.m. - 5 p.m. Est
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$229M
Non-discretionary$0
Total (RAUM)$229M

Service providers

Auditor
Custodian
Administrator