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EVERGREEN CAPITAL ASSOCIATES LLC
CRD 312909File 801-128686
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$243.6M
Below cohort median (national)
Discretionary AUM
$243.6M
Clients
9
9 accounts
Employees
33
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 5, 2023
- Principal office
- 101 MORGAN LANE, SUITE 180, PLAINSBORO, NJ, 08536
- Phone
- 609-936-8046
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $243.6M
- Discretionary AUM
- $243.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $27.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $776K |
| Pooled investment vehicles | 8 | $242.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.