Evergreen Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,427,395
Clients
3
Advisors
1
of 1 employees
About
Evergreen Investment Management LLC provides discretionary asset management primarily for high‑net‑worth individuals and families and may accept corporate or business clients. Its services concentrate on managing publicly traded equities and related options strategies for individual and business accounts.
The firm relies on fundamental, company, industry, valuation, and market analysis to build concentrated equity portfolios with a stated focus on artificial intelligence, semiconductors, and related technology companies, and it tailors allocations to each client’s objectives and risk tolerance. Evergreen also employs options overlays—principally covered calls and cash‑secured puts with short expirations—for income, hedging, and risk management where appropriate.
Distinctive features include its acceptance of performance‑based compensation and corresponding disclosures about conflicts from side‑by‑side management, together with stated compliance and risk‑management procedures to address those conflicts. The adviser does not operate private funds, is a recent state registration filing managing a relatively small asset base for a concentrated strategy, and does not maintain custody of client assets.
Client services
Expertise
Fee options
1.00% annually
20% of net profits exceeding a 10% annual return threshold
Account minimum: $1,000,000
Main office
Clyde Hill WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Evergreen Investment Management · Evergreen Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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