Evergreen Capital Associates LLC

RIASEC RegisteredEst. 2023

Total AUM

$244M

Discretionary

$244M

100% of AUM

Avg account

$27.1M

Accounts

9

Employees

33

Advisory reps

8

Firm details

Headquarters: Plainsboro, New Jersey
CRD number: 312909
Registered since: September 5, 2023
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99.68%
HNWI0.32%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Evergreen Capital Associates LLC is organized as a limited liability company and is registered with the SEC. The firm is classified as a hedge fund and also operates in commodity pool operator / commodity trading advisor (CPO/CTA) capacities. Its advisory remit covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. Clients include both individual/family and institutional investors. Evergreen charges a mix of assets-under-management fees and performance-based fees and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds100%

Owners & executives

3 of 4

David Cushing
Chief Compliance OfficerCRD 2500636
Philip Yang
Chairman & Chief Investment OfficerCRD 6432064
Edward Chan
Executive Vice President and Chief Operating OfficerCRD 1864142

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Contacts

3 of 4

Michael Gan
Executive Vice President, DirectorCRD 2004885
Jack Yuen
President and DirectorCRD 4841391
Sandy Chan
Managing DirectorCRD 7768748

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Plainsboro, NJ

Middlesex

Location

Plainsboro, NJ

Headquartered in Plainsboro, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Middlesex
Address: 101 Morgan Ln
Time zone: ET (UTC-5)
Office locations

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