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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 33 | decreased by1 |
| Apr 1, 2026 | Clients | 8 | 9 | increased by1 |
| Apr 1, 2026 | AUM | $228,994,000 | $243,646,076 | increased by$14,652,076 |
| Apr 1, 2026 | Accounts | 8 | 9 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVERGREEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERGREEN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.