| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Evergreen Ventures Income Fund, L.P. | Private Equity | $89.6M | $500K |
| Evergreen Ventures Opportunity Fund, L.P. | Private Equity | $43.9M | $100K |
| Evergreen Ventures Technology Fund L.P. | Private Equity | $30M | $200K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| D and M Hay LLC Control | Member | 50-75% | 2004 |
| Jeffrey B Dicks Control | Chief Investment Officer | Under 5% | 2022 |
| Jeffrey Earl Otis Control | Owner | Under 5% | 2023 |
Evergreen Capital Management LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
Evergreen Capital Management LLC manages 5 private funds with combined gross assets of $172.1 million.
Evergreen Capital Management LLC reports 38 employees.
Evergreen Capital Management LLC is based in Bellevue, WA and has been SEC-registered since 1983.
Evergreen Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1412 112th Ave NE, Suite 100, Bellevue, WA 98004 |
| Phone | 425-467-4600 |
| Fax | 425-467-4606 |
| Office hours | 8:00 a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1909404 |
| Discloses disciplinary history | No |
| Discretionary | $5.12B |
| Non-discretionary | $101.3M |
| Total (RAUM) | $5.22B |