IVY EVERGREEN, LLC

other names
  • IVY EVERGREEN, LLC
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Adviser Profile
As of Date 06/25/2025
Adviser Type - Large advisory firm
Number of Employees 17
of those in investment advisory functions 6
Registration SEC, Approved, 07/25/2025
Other registrations (2)
Former registrations

IVY EVERGREEN, LLC

AUM* 165,988,304
of that, discretionary 165,988,304
Private Fund GAV* 165,988,304 100.00%
Avg Account Size 41,497,076
SMA’s No
Private Funds 4
Contact Info 843 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$81,774,628
Fund TypePrivate Equity Fund Count1 GAV$84,213,676