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Evergreen Investment Advisors LLC

● SEC registered since 2005CRD 133550SEC# 801-64078Chicago, IL
Export (members)
Ranks #613 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$10.77B
Fund GAV
$10.77B
Private funds
3
Employees
50
Accounts
3
Location
Chicago, IL

Evergreen Investment Advisors LLC assets under management

Evergreen Investment Advisors LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2005. It reports $10.8 billion in regulatory assets under management and employs 50 people. Evergreen Investment Advisors LLC manages 3 private funds with combined gross assets of $10.8 billion, including Evergreen Real Estate Partners LLC. By regulatory assets, it ranks 613 of 5,911 private fund managers.

Evergreen Investment Advisors LLC private funds

3 funds · $10.77B GAV
FundTypeGross assetsMin.
Evergreen Real Estate Partners LLCPrivate Equity$10.06B
Evergreen Australia LPPrivate Equity$665M
Evergreen Venture Investors LLCPrivate Equity$47.1M

Evergreen Investment Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel Paul Poehling ControlChief Operating OfficerUnder 5%2021
Garret Claude House ControlCeoUnder 5%2005
M3 Investment Group Llc ControlOwnerOver 75%2005
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Frequently asked questions

How much does Evergreen Investment Advisors LLC manage?

Evergreen Investment Advisors LLC reports $10.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Evergreen Investment Advisors LLC manage?

Evergreen Investment Advisors LLC manages 3 private funds with combined gross assets of $10.8 billion.

How many employees does Evergreen Investment Advisors LLC have?

Evergreen Investment Advisors LLC reports 50 employees.

Where is Evergreen Investment Advisors LLC located?

Evergreen Investment Advisors LLC is based in Chicago, IL and has been SEC-registered since 2005.

Does Evergreen Investment Advisors LLC disclose fund performance?

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

Contact & registration

Address150 South Wacker Drive, Suite 3100, Chicago, IL 60606
Phone312-499-8500
Office hours8:30 a.m. To 5:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$10.77B
Total (RAUM)$10.77B

Service providers