Ladera Ranch, CA Office

Evergreen Capital Holdings is a California-registered independent investment adviser that provides ongoing portfolio management to individuals, high-net-worth and emerging-wealth clients and also serves as a sub‑adviser to other advisers. Its advisory services include creating Investment Policy Statements, discretionary portfolio management, and recommending a mix of publicly traded REITs and real estate-related companies, other equities, and non‑U.S. securities.

The firm primarily relies on fundamental analysis to set asset allocation and security selection, employs long- and short-term trading as well as options strategies when appropriate, and conducts quarterly reviews with regular reporting to clients. For qualified clients it may recommend private investments and pooled vehicles, and it allocates those opportunities based on client sophistication, suitability and available capital while monitoring those investments on an ongoing basis.

What distinguishes the firm from most solo independent advisers is that it and affiliated entities act as a private fund adviser and sponsor/manager to a limited private fund (a pooled vehicle) and may offer fund interests to eligible clients as a limited offering. The firm manages a modest amount of regulatory AUM for a very small client base while maintaining substantially larger assets under advisement for its private investments, and it discloses and documents the attendant conflicts of interest and mitigation practices (including not charging a duplicate advisory fee on the same assets invested in the affiliated fund).