Evergreen Capital Management is a fund manager in Bellevue with $3.93 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
911962899
SEC advisor number
801-20248
FINRA CRD number
104931
AUM ?
$3.93 bn
(as of 5 Dec 22)
Accounts
2,335
(as of 5 Dec 22)
Employees
30
(17 investment advisory or research)
Address
Evergreen Capital Management
10500 NE 8TH STREET, SUITE 950
BELLEVUE
WA 98004
10500 NE 8TH STREET, SUITE 950
BELLEVUE
WA 98004
Office hours
Monday - Friday, 8:00 A.M. TO 4:00P.M.
Phone
4254674600
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Razore, C.jeff | Brand Development Manager /Member | 08/2010 | < 5% |
Hay, David, Mills | Member/chief Investment Officer | 06/2002 | < 5% |
Hay, Tyler, Bradley | Member/chief Executive Officer | 01/2010 | 5-10% |
Wiesmann, Michael, Jay | Customer Relationship Manager/member | 03/2007 | < 5% |
Lenape Inc. | Member | 03/2012 | 10-25% |
D and M Hay LLC | Member | 04/2004 | 50-75% |
Hay, David, Mills | Member | 04/2004 | > 75% |
Sinitsa, Olesya, S | Member | 04/2004 | 10-25% |
Hay, William, Wyatt | Chief Compliance Officer | 02/2016 | < 5% |
Eulberg, Jeffrey, Michael | Director of Wealth Management, Principal | 01/2010 | 10-25% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Evergreen Capital Management LLC | $3.93 bn | |
Evergreen Ventures Income Fund, L.P. | $74.75 mm | Private Equity Fund |
Evergreen Ventures Technology Fund | $29.95 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
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13F-HR
Quarterly holdings report by institutional manager
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SC 13G
TEMPLETON EMERGING MARKETS INCOME FUND
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13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22