Firm profile

Evergreen Investment Advisors

CHICAGO, ILCRD 133550Registration Status: ApprovedEffective since April 7, 2005SEC # 801-64078Latest ADV May 1, 2026

Evergreen Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated May 1, 2026, reports $11.6B in regulatory assets under management, 46 employees, 3 offices, and 3 accounts.

Assets Under Management
$11.6B
Employees
46
Offices
3 offices
Total Clients
<5

Associated firm names

2 names listed
  • EVERGREEN INVESTMENT ADVISORS
  • EVERGREEN INVESTMENT ADVISORS LLC

Leadership

2 roles identified
CEOTrishul V. Thakore
CCOTodd A. Brazda

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Performance-based fees

Offices & Contact

Primary office

CHICAGO, Illinois, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Illinois

CHICAGOPrimary office

Brazil

SAO PAULO

United Kingdom

LONDON

3 office records listed · 3 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$11.6Bas of May 1, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$11.6B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$11.6B
Total Accounts3
10Y AUM Change+$5.8B (+98.7%)

Private Funds

Private funds reported by Evergreen Investment Advisors

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees46
Clients per Employee0:1
10Y Employee Change+18 (+64.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
EVERGREEN CAPITAL ADVISORS LPDirect owner · Schedule AInterest in EVERGREEN INVESTMENT ADVISORS
75%+
EVERGREEN CAPITAL ADVISORS GP LLCIndirect owner · Schedule BInterest in EVERGREEN CAPITAL ADVISORS LP
75%+
TRISHUL VIPUL THAKOREIndirect owner · Schedule BInterest in EVERGREEN CAPITAL ADVISORS GP LLC
50% to < 75%
HUNTER PRESCOTT SCHENKIndirect owner · Schedule BInterest in EVERGREEN CAPITAL ADVISORS GP LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Evergreen Investment Advisors.

Reported ownership and control details

Form ADV · Filing date 2026-05-01 · Schedules A and B

7 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1TODD ANDREW BRAZDACHIEF COMPLIANCE OFFICERIndividualEVERGREEN INVESTMENT ADVISORSLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER01/2025Schedule APDF page 35
2HUNTER PRESCOTT SCHENKVICE PRESIDENT / MANAGER / OFFICERIndividualEVERGREEN INVESTMENT ADVISORSLess than 5%Code NAYesVICE PRESIDENT / MANAGER / OFFICER08/2025Schedule APDF page 35
3EVERGREEN CAPITAL ADVISORS LPOWNERDomestic entityEVERGREEN INVESTMENT ADVISORS75% or moreCode EYesOWNER10/2025Schedule APDF page 35
4TRISHUL VIPUL THAKORECHIEF EXECUTIVE OFFICER / MANAGER / OFFICERIndividualEVERGREEN INVESTMENT ADVISORSLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER / MANAGER / OFFICER08/2025Schedule APDF page 35
5EVERGREEN CAPITAL ADVISORS GP LLCGENERAL PARTNERDomestic entityEVERGREEN CAPITAL ADVISORS LP75% or moreCode EYesGENERAL PARTNER10/2025Schedule BPDF page 36
6TRISHUL VIPUL THAKORECLASS A PARTNERIndividualEVERGREEN CAPITAL ADVISORS GP LLC50% to less than 75%Code DYesCLASS A PARTNER08/2025Schedule BPDF page 36
7HUNTER PRESCOTT SCHENKPRESIDENTIndividualEVERGREEN CAPITAL ADVISORS GP LLC25% to less than 50%Code CYesPRESIDENT08/2025Schedule BPDF page 36

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/1/2026 12:04:18 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.