# EVERGREEN CAPITAL ASSOCIATES LLC

EVERGREEN CAPITAL ASSOCIATES LLC of PLAINSBORO, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 312909
- Type: SEC-registered investment adviser
- SEC file number: 801-128686
- Location: 101 MORGAN LANE, PLAINSBORO, NJ, 08536
- Phone: 609-936-8046
- Latest filing: 2026-03-28
- Regulatory AUM: $243.6M
- Discretionary AUM: $243.6M
- Clients: 33
- Accounts: 9

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| [Jack C Yuen](https://search.stillhousedata.com/person/712687) | PRESIDENT AND DIRECTOR | — |
| [Philip Lim Yang](https://search.stillhousedata.com/person/712688) | CHAIRMAN & CHIEF INVESTMENT OFFICER; OWNER | — |
| [Michael Yao Gan](https://search.stillhousedata.com/person/712689) | EXECUTIVE VICE PRESIDENT & DIRECTOR | — |
| [Edward Kimming Chan](https://search.stillhousedata.com/person/712690) | CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | — |
| [Sandy Chan](https://search.stillhousedata.com/person/712691) | MANAGING DIRECTOR OF ACCOUNTING | — |
| [Virginia M Loebel](https://search.stillhousedata.com/person/712692) | CHIEF ADMINISTRATIVE OFFICER | — |
| [David Preston Cushing](https://search.stillhousedata.com/person/712693) | CHIEF COMPLIANCE OFFICER | — |
| [Christopher Michael Lonero](https://search.stillhousedata.com/person/712694) | CONTROLLER | — |
| [CRANE LINDA R](https://search.stillhousedata.com/person/805921) | CHIEF FINANCIAL OFFICER | — |
| [YANG PHILIP LIM](https://search.stillhousedata.com/person/828593) | CHAIRMAN & CHIEF INVESTMENT OFFICER; OWNER | — |
| [GAN MICHAEL YAO](https://search.stillhousedata.com/person/828594) | EXECUTIVE VICE PRESIDENT & DIRECTOR | — |
| [LOEBEL VIRGINIA M](https://search.stillhousedata.com/person/828598) | CHIEF ADMINISTRATIVE OFFICER | — |
| [Yerramilli Vamsee Krishna](https://search.stillhousedata.com/person/837733) | CHIEF RISK OFFICER | — |
| [CHAN EDWARD KIMMING](https://search.stillhousedata.com/person/842808) | CHIEF  OPERATIONS AND TECHNOLOGY OFFICER; CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | — |
| [YUEN JACK C](https://search.stillhousedata.com/person/842810) | PRESIDENT AND DIRECTOR | — |
| [CUSHING DAVID PRESTON](https://search.stillhousedata.com/person/873128) | CHIEF COMPLIANCE OFFICER | — |
| [Chan Sandy](https://search.stillhousedata.com/person/876698) | MANAGING DIRECTOR OF ACCOUNTING | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-10-04 | regulatory | NYMEX/CME FOUND WILLOWBRIDGE ASSOCIATES INC. TO HAVE VIOLATED EXCHANGE RULE 562. | Final | $25K |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| UNION SPRING FUND LTD. | Hedge Fund | Cayman Islands | 7 | $86.6M | $1.0M |
| PLY PRIMUS FUND (USA) LP | Hedge Fund | Delaware | 6 | $83.3M | $1.0M |
| TECTONIC GLOBAL OPPORTUNITIES FUND LLC | Hedge Fund | Delaware | 8 | $35.6M | $1.0M |
| TECTONIC STRATEGY FUND AUSTRALIA LLC | Hedge Fund | Delaware | 1 | $23.4M | $1.0M |
| THE DOUBLEWOOD XLIM FUND (USA) L.P. | Hedge Fund | Delaware | 18 | $16.2M | $100K |
| KEPLER STRATEGIC FUND LLC | Hedge Fund | Delaware | 2 | $11.9M | $1.0M |


## Fund service providers (1)

- administrator: CITCO FUND SERVICES (CURACAO) B.V. — 6 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312909/similar
- Related entities: https://search.stillhousedata.com/firm/312909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312909

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.