The Evergreen Advantage Management, Inc.

Overview

The Evergreen Advantage Management, Inc. is an SEC-registered institutional RIA formed in 2017 and organized as a corporation with individual ownership. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its fee schedule includes a percentage-of-AUM component plus other fee arrangements. FINTRX flags the firm as not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. It is also not classified as a capital allocator in the FINTRX dataset.

Assets & Accounts

Investments & Alternatives