Evergreen Capital Associates LLC
● SEC registered since 2023CRD 312909SEC# 801-128686Plainsboro, NJ
Ranks #4,876 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$243.6M
Fund GAV
$257M
Private funds
6
Employees
33
Accounts
9
Location
Plainsboro, NJ
Evergreen Capital Associates LLC assets under management
Evergreen Capital Associates LLC is an investment advisory firm registered with the SEC based in Plainsboro, NJ. The firm has been registered since 2023. It reports $243.6 million in regulatory assets under management and employs 33 people. Evergreen Capital Associates LLC manages 6 private funds with combined gross assets of $257 million, including Union Spring Fund Ltd. By regulatory assets, it ranks 4,876 of 6,030 private fund managers.
Evergreen Capital Associates LLC private funds
6 funds · $257M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Union Spring Fund Ltd. | Hedge | $86.6M | $1M |
| Ply Primus Fund (USA) LP | Hedge | $83.3M | $1M |
| Tectonic Global Opportunities Fund LLC | Hedge | $35.6M | $1M |
| Tectonic Strategy Fund Australia LLC | Hedge | $23.4M | $1M |
| The Doublewood Xlim Fund (USA) L.P. | Hedge | $16.2M | $100K |
| Kepler Strategic Fund LLC | Hedge | $11.9M | $1M |
Evergreen Capital Associates LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Lonero Control | Controller | Under 5% | 2024 |
| David Preston Cushing Control | Chief Compliance Officer | Under 5% | 2023 |
| Edward Kimming Chan Control | Chief Operations And Technology Officer, Executive Vp | Under 5% | 2020 |
| Jack C Yuen Control | President And Director | Under 5% | 2020 |
| Michael Yao Gan Control | Executive Vice President & Director | Under 5% | 2020 |
| Philip Lim Yang Control | Chairman & Chief Investment Officer | Under 5% | 2020 |
| Sandy Chan Control | Managing Director Of Accounting | Under 5% | 2023 |
| Virginia M Loebel Control | Chief Administrative Officer | Under 5% | 2020 |
| Willowbridge Holdings Group LLC Control | Member | Over 75% | 2020 |
| Philip Lim Yang Control | Owner | Over 75% | 2021 |
Frequently asked questions
How much does Evergreen Capital Associates LLC manage?
Evergreen Capital Associates LLC reports $243.6 million in regulatory assets under management on its Form ADV.
How many private funds does Evergreen Capital Associates LLC manage?
Evergreen Capital Associates LLC manages 6 private funds with combined gross assets of $257 million.
How many employees does Evergreen Capital Associates LLC have?
Evergreen Capital Associates LLC reports 33 employees.
Where is Evergreen Capital Associates LLC located?
Evergreen Capital Associates LLC is based in Plainsboro, NJ and has been SEC-registered since 2023.
Does Evergreen Capital Associates LLC disclose fund performance?
Evergreen Capital Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Morgan Lane, Suite 180, Plainsboro, NJ 08536 |
| Phone | 609-936-8046 |
| Office hours | 8:30 a.m. - 5 p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$243.6M▲ 6%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,306 advisers
AUM vs fund managersTop 81%
Larger than 19% of 6,030 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$243.6Mregulatory AUM
Discretionary $243.6M
Service providers
Auditor
Prime broker
Custodian
Administrator