EVERGREEN INVESTMENT ADVISORS

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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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$10,629,830,905

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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.