Evergreen Capital Associates LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plainsboro, NJ. Its latest Form ADV filing, dated March 28, 2026, reports $244M in regulatory assets under management, 33 employees, and 9 accounts.
Assets Under Management
$244M
Employees
33
Offices
--
Total Clients
9
Primary office
PLAINSBORO, NJ
101 MORGAN LANE, SUITE 180, PLAINSBORO, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 88.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
88.9%
8
2
HNWI
11.1%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of March 28, 2026
Discretionary100.0%
$244M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$244M
Total Accounts9
10Y AUM Change+$40M (+19.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee0:1
10Y Employee Change-1 (-2.9%)
* 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.