9AT: EVERGREEN INVESTMENT ADVISORS

other names

EVERGREEN INVESTMENT ADVISORS
EVERGREEN INVESTMENT ADVISORS LLC

Adviser Profile

As of Date	04/30/2025
ADV Location	CHICAGO, IL, United States
Adviser Type - Large advisory firm
Number of Employees	50 11%
of those in investment advisory functions	5 25%
Registration	SEC, Approved, 04/07/2005

AUM^*	10,768,092,305 -1%
of that, discretionary	0
Private Fund GAV^*	10,768,092,305 1%
Avg Account Size	3,589,364,102 -1%
SMA’s	No
Private Funds	3
Contact Info	312 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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count3	GAV$10,768,092,305

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CRESTVIEW PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund7.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV7.5b	AUM7.9b	#Funds38
Adviser BRIDGEPOINT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.2b	AUM15.9b	#Funds17
Adviser BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund14.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV14.4b	AUM14.4b	#Funds14
Adviser ALPINE INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund18.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.0b	AUM18.0b	#Funds20
Adviser OEP CAPITAL ADVISORS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund13.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.9b	AUM14.0b	#Funds51
Adviser PERFORMANCE EQUITY MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund69.6m	Total Private Fund GAV4.7b	AUM9.4b	#Funds36
Adviser ARSENAL CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV10.2b	AUM10.2b	#Funds30
Adviser SYCAMORE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund13.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.9b	AUM13.9b	#Funds34
Adviser STG PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund12.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV12.5b	AUM12.0b	#Funds21
Adviser DIGITAL BRIDGE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund11.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV11.5b	AUM12.5b	#Funds68

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.

EVERGREEN INVESTMENT ADVISORS

Adviser Profile

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Compensation Arrangments

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Brochure Summary

Overview