EVERGREEN INVESTMENT ADVISORS other names

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Adviser Profile

As of Date:

04/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

45

of those in investment advisory functions:

5 25.00%

Registration:

SEC, Approved, 4/7/2005

AUM:

10,629,830,905 -2.34%

of that, discretionary:

0

Private Fund GAV:

10,629,830,905 -2.34%

Avg Account Size:

3,543,276,968 -2.34%

SMA’s:

NO

Private Funds:

3

Contact Info

312 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Better Buy: Costco vs. Best Buy
04/06/2021

Costco is still a solid evergreen investment, but its high valuation could limit its near-term gains. 10 stocks we like better than Best Buy When investing geniuses David and Tom Gardner have a ...

NASDAQ

New Investor? Here Are 3 Great Starter Stocks
04/02/2021

and ongoing expansion in the U.S. and overseas all make it an evergreen investment in the fickle retail sector. This article represents the opinion of the writer, who may disagree with the ...

fool.com

Western Development Commission invests €2m in Galway based Atlantic Therapeutics
04/01/2021

The Western Development Commission has recently invested €2million in Atlantic Therapeutics, the Galway-based company pioneering a non-invasive, wearable treatment for urinary incontinence – a condition that impacts on one in three women worldwide.

connachttribune.ie

Beagh win their appeal against relegation and other sanctions
04/01/2021

BEAGH have been cleared to play in this year’s county senior hurling championship following a successful appeal to the Galway Hearings Committee. The club had been sanctioned by the Galway CCC over allegedly fielding a player – US based John Moylan – in breach of Covid restrictions for a relegation game against Kinvara last September.

connachttribune.ie

Neighborhood trusts are taking on speculators and building community wealth
02/23/2021

In Philadelphia and Atlanta, as well as Tulsa, Los Angeles and Portland, community actors are harnessing legal structures and evergreen investment funds to preserve ownership of commercial and residential assets in fast-gentrifying neighborhoods.

impactalpha.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 3 $10,629,830,905

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Private Funds



Employees




Brochure Summary

Overview

Evergreen Investment Advisors LLC (“EIA”), established in 2005, is a limited liability company, an SEC-registered investment advisor under the Investment Advisers Act of 1940 (“Advisers Act”), and a wholly-owned subsidiary of M3 Investment Group LLC (“M3”, f/k/a M3 Capital Partners LLC). EIA serves as the managing member and General Partner of three clients (referred to as a “Client” or the “Clients”):
• Evergreen Real Estate Partners LLC (“Evergreen”);
• Evergreen Venture Investors LLC (“EVI”); and
• Evergreen Australia Limited Partnership (“EA LP”). EIA manages all aspects of the Clients on a day-to-day basis. In addition, EIA participates in major decisions of the Clients, including, but not limited to, decisions relating to material
property acquisitions, developments and dispositions, material asset-level or the Clients’ borrowings, significant capital expenditures, review and approval of annual business plans, and any material changes to each agreed upon business strategy. EIA seeks to invest the Clients’ equity capital into or alongside product-focused real estate operating companies (“REOCs”) in the form of controlling entity-level commitments and strategic joint venture (“JV”) investments. EIA manages $10,629,830,905 (regulatory assets under management) in non-discretionary assets as of December 31, 2023. EIA does not have the authority to execute any new REOC investment on behalf of a Client without the formal authorization of the Client’s Board.