Evergreen Investment Advisors LLC
● SEC registered since 2005CRD 133550SEC# 801-64078Chicago, IL
Ranks #781 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$11.6B
Fund GAV
$11.6B
Private funds
3
Employees
46
Accounts
3
Location
Chicago, IL
Evergreen Investment Advisors LLC assets under management
Evergreen Investment Advisors LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2005. It reports $11.6 billion in regulatory assets under management and employs 46 people. Evergreen Investment Advisors LLC manages 3 private funds with combined gross assets of $11.6 billion, including Evergreen Real Estate Partners LLC. By regulatory assets, it ranks 781 of 6,004 private fund managers.
Evergreen Investment Advisors LLC private funds
3 funds · $11.6B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Evergreen Real Estate Partners LLC | Private Equity | $10.78B | — |
| Evergreen Australia LP | Private Equity | $663.7M | — |
| Evergreen Venture Investors LLC | Private Equity | $154.2M | — |
Evergreen Investment Advisors LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evergreen Capital Advisors LP Control | Owner | Over 75% | 2025 |
| Hunter Prescott Schenk Control | Vice President / Manager / Officer | Under 5% | 2025 |
| Todd Andrew Brazda Control | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Evergreen Investment Advisors LLC manage?
Evergreen Investment Advisors LLC reports $11.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Evergreen Investment Advisors LLC manage?
Evergreen Investment Advisors LLC manages 3 private funds with combined gross assets of $11.6 billion.
How many employees does Evergreen Investment Advisors LLC have?
Evergreen Investment Advisors LLC reports 46 employees.
Where is Evergreen Investment Advisors LLC located?
Evergreen Investment Advisors LLC is based in Chicago, IL and has been SEC-registered since 2005.
Does Evergreen Investment Advisors LLC disclose fund performance?
Evergreen Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 151 North Franklin Street, Suite 2100, Chicago, IL 60606 |
| Phone | 312-499-8500 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$11.6B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 13%
Larger than 87% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$11.6Bregulatory AUM
Discretionary $0Non-discretionary $11.6B
Service providers
Auditor
Custodian