Evergreen Investment Advisors
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 133550
- Registered since
- April 7, 2005
- Website
- evergreenadvisorsllc.com
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Evergreen Investment Advisors is an SEC-registered limited liability company that operates as a private equity fund manager and sponsor. The firm has been registered with the SEC since 2005 and serves institutional clients. Its business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; it is also identified as a general partner, managing member and sponsor of pooled vehicles. Evergreen charges performance-based fees and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Trishul Vipul Thakore
Chief Executive OfficerCRD 5817525
Contacts
2 of 2Todd Andrew Brazda
Risk Management DirectorCRD 5149615
Hunter Schenk
AnalystCRD 5319507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 151 N Franklin St
- Time zone
- CT (UTC-6)
- Office locations
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