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.