EVERGREEN CAPITAL MANAGEMENT LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 104931). Regulatory assets under management: $7.2B.
Compensation: % of AUM, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Charities, Corporations, Investment cos, Other.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| William Wyatt Hay | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | Bellevue, WA |
| Tyler Bradley Hay | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| Michael Jay Wiesmann | CUSTOMER RELATIONSHIP MANAGER/MEMBER | — |
| Jeffrey Warren Razore | BRAND DEVELOPMENT MANAGER /MEMBER | — |
| David Mills Hay | MEMBER | — |
| Olesya S Sinitsa | MEMBER | — |
| Jeffrey Michael Eulberg | DIRECTOR OF WEALTH MANAGEMENT AND OWNER; DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCE | — |
| Jeffrey B Dicks | CHIEF INVESTMENT OFFICER | — |
| Jeffrey Earl Otis | DIRECTOR OF PRIVATE WEALTH AND OWNER; OWNER | — |
| HAY DAVID MILLS | CO-CHIEF INVESTMENT OFFICER; MEMBER; MEMBER/CHIEF INVESTMENT OFFICER | — |
| MORRIS LARRY PINKLEY | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MORRIS SHARMON MARIE | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HAY TYLER BRADLEY | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MEMBER/CHIEF EXECUTIVE OFFICER | — |
| KARR WILLIAM THOMAS | MEMBER | — |
| WATSON ROSANN KAY | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| WIESMANN MICHAEL JAY | CUSTOMER RELATIONSHIP MANAGER/MEMBER; SHAREHOLDER | — |
| DUNN STEPHEN JEROME | CUSTOMER RELATIONSHIP MANAGER/MEMBER; SHAREHOLDER | — |
| RAZORE CJEFF | BRAND DEVELOPMENT MANAGER /MEMBER; SHAREHOLDER | — |
| CREEL KELLY LUSK | SHAREHOLDER | — |
| SINITSA OLESYA S | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER; MEMBER | — |
| HAY WILLIAM WYATT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| EULBERG JEFFREY MICHAEL | DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL; DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCE | — |
| DICKS JEFFREY B | CO-CHIEF INVESTMENT OFFICER; PORTOLIO MANAGER | — |
| RAZORE JEFFREY WARREN | BRAND DEVELOPMENT MANAGER /MEMBER | — |
| OTIS JEFFREY EARL | OWNER | — |
Private Equity Fund: 7 · Real Estate Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| EVERGREEN VENTURES INCOME FUND, L.P. | Private Equity Fund | Delaware | 84 | $91.5M | $500K |
| EVERGREEN VENTURES OPPORTUNITY FUND, L.P. | Private Equity Fund | Delaware | 75 | $48.0M | $100K |
| EVERGREEN VENTURES REAL ESTATE FUND, L.P. | Real Estate Fund | Delaware | 79 | $39.6M | $250K |
| EVERGREEN VENTURES TECHNOLOGY FUND L.P. | Private Equity Fund | Delaware | 75 | $31.8M | $200K |
| EVERGREEN VENTURES AI SPV II(QP), L.P. | Private Equity Fund | Delaware | 69 | $13.6M | $100K |
| EVERGREEN VENTURES SMITH TOWER SPV, L.P. | Private Equity Fund | Delaware | 28 | $7.2M | $25K |
| EVERGREEN VENTURES AI SPV, L.P. | Private Equity Fund | Delaware | 9 | $2.2M | $100K |
| EVERGREEN VENTURES AI SPV II, L.P. | Private Equity Fund | Delaware | 8 | $988K | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN FRANCISCO | CA | 5 | 415-960-6300 |
| SAN FRANCISCO | CA | 5 | 415-960-6300 |
| LAKE OSWEGO | OR | 3 | 503-575-9758 |
| LAKE OSWEGO | OR | 3 | 503-575-9758 |
| NAPA | CA | 1 | 707-287-9686 |
| — | — | 1 | 206-854-3724 |
| SPOKANE | WA | 1 | 509-794-3656 |
| NAPA | CA | 1 | 707-287-9686 |
| SPOKANE | WA | 1 | 509-794-3656 |
| — | — | 1 | 206-854-3724 |