IVY EVERGREEN, LLC
other names
- IVY EVERGREEN, LLC
Adviser Profile
| As of Date | 03/23/2026 |
| ADV Location | CHARLESTON, SC, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 13 |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| AUM* | 155,003,228 |
| of that, discretionary | 155,003,228 |
| Private Fund GAV* | 155,003,228 |
| Avg Account Size | 38,750,807 |
| 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
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$123,537,505 |
| Fund TypePrivate Equity Fund | Count1 | GAV$31,465,723 |