SEC-Registered Investment Adviser
Evergreen Capital Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 26, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- December 1, 1983
- Principal office
- 1412 112th Ave NE, Suite 100, Bellevue, WA 98004
- Organized as
- Limited Liability Company, WA
- Fiscal year end
- December
- Other offices
- 5
Scale
- Regulatory AUM
- $7.2B
- Discretionary / non-discretionary
- $7.2B / $17.7M
- Attributable to non-US clients
- $17.3M
- Accounts
- 3,404
- Clients
- 0
- Employees
- 37, 26 in advisory roles
- Private funds advised
- 8
- Private fund gross assets
- $234.8M
- Fund types
- 7 private equity funds, 1 real estate funds
- Funds with Form D records
- 8 issuers in AltStreet's ledger, $216.0M reported sold across them
- Client assets in custody
- $2.4B (795 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of periodicals or newsletters, educational seminars or workshops and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees, performance-based fees and other
- Client types
- individuals (other than high net worth) (367); high net worth individuals (754); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (8); pension and profit sharing plans (2); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (26)
- Related persons include
- a trust company, an accountant or accounting firm and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 26, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
8 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from June 19, 2020 to August 14, 2026. 1 offering is still raising on the latest filing. Reported sold across them: $216.0M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2025 | 3 | $60.0M | 175 |
| 2024 | 1 | $7.4M | 28 |
| 2023 | 1 | $41.6M | 77 |
| 2022 | 1 | $2.4M | 9 |
| 2021 | 1 | $74.8M | 76 |
| 2020 | 1 | $29.9M | 73 |
In the directory
Related advisers
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.