Evergreen Capital Management LLC
● SEC registered since 1983CRD 104931SEC# 801-20248Bellevue, WA
Ranks #1,050 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$7.19B
Fund GAV
$234.8M
Private funds
8
Employees
37
Accounts
3,404
Location
Bellevue, WA
Evergreen Capital Management LLC assets under management
Evergreen Capital Management LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 1983. It reports $7.2 billion in regulatory assets under management and employs 37 people. Evergreen Capital Management LLC manages 8 private funds with combined gross assets of $234.8 million, including Evergreen Ventures Income Fund, L.P. By regulatory assets, it ranks 1,050 of 6,004 private fund managers.
Evergreen Capital Management LLC private funds
8 funds · $234.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Evergreen Ventures Income Fund, L.P. | Private Equity | $91.5M | $500K |
| Evergreen Ventures Opportunity Fund, L.P. | Private Equity | $48M | $100K |
| Evergreen Ventures Real Estate Fund, L.P. | Real Estate | $39.6M | $250K |
| Evergreen Ventures Technology Fund L.P. | Private Equity | $31.8M | $200K |
| Evergreen Ventures Ai SPV Ii(qp), L.P. | Private Equity | $13.6M | $100K |
| Evergreen Ventures Smith Tower SPV, L.P. | Private Equity | $7.2M | $25K |
| Evergreen Ventures Ai SPV, L.P. | Private Equity | $2.2M | $100K |
| Evergreen Ventures Ai SPV II, L.P. | Private Equity | $988K | $100K |
Evergreen Capital Management LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D and M Hay LLC Control | Member | 50-75% | 2004 |
| Jeffrey B Dicks Control | Chief Investment Officer | Under 5% | 2022 |
| Jeffrey Earl Otis Control | Director Of Private Wealth And Owner | Under 5% | 2023 |
| Jeffrey Michael Eulberg Control | Director Of Wealth Management And Owner | 5-10% | 2010 |
| Jeffrey Warren Razore | Brand Development Manager /Member | Under 5% | 2010 |
| Lenape Inc. | Member | 10-25% | 2012 |
| Mark Ernest Nicoletti Control | Managing Director, Family Office | Under 5% | 2012 |
| Michael Jay Wiesmann | Customer Relationship Manager/Member | Under 5% | 2007 |
| Olesya S Sinitsa | Member | 5-10% | 2004 |
| Tyler Bradley Hay Control | Member/Chief Executive Officer | 5-10% | 2010 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Evergreen Capital Management LLC manage?
Evergreen Capital Management LLC reports $7.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Evergreen Capital Management LLC manage?
Evergreen Capital Management LLC manages 8 private funds with combined gross assets of $234.8 million.
How many employees does Evergreen Capital Management LLC have?
Evergreen Capital Management LLC reports 37 employees.
Where is Evergreen Capital Management LLC located?
Evergreen Capital Management LLC is based in Bellevue, WA and has been SEC-registered since 1983.
Does Evergreen Capital Management LLC disclose fund performance?
Evergreen Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1412 112th Ave NE, Suite 100, Bellevue, WA 98004 |
| Phone | 425-467-4600 |
| Fax | 425-467-4606 |
| Office hours | 8:00 a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1909404 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.19B▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 17%
Larger than 83% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$7.19Bregulatory AUM
Discretionary $7.17BNon-discretionary $17.7M
Fund type mix
Private Equity7
Real Estate1