EVERGREEN CAPITAL ASSOCIATES LLC of PLAINSBORO, NJ is an SEC-registered investment adviser (CRD 312909). Regulatory assets under management: $243.6M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jack C Yuen | PRESIDENT AND DIRECTOR | — |
| Philip Lim Yang | CHAIRMAN & CHIEF INVESTMENT OFFICER; OWNER | — |
| Michael Yao Gan | EXECUTIVE VICE PRESIDENT & DIRECTOR | — |
| Edward Kimming Chan | CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | — |
| Sandy Chan | MANAGING DIRECTOR OF ACCOUNTING | — |
| Virginia M Loebel | CHIEF ADMINISTRATIVE OFFICER | — |
| David Preston Cushing | CHIEF COMPLIANCE OFFICER | — |
| Christopher Michael Lonero | CONTROLLER | — |
| CRANE LINDA R | CHIEF FINANCIAL OFFICER | — |
| YANG PHILIP LIM | CHAIRMAN & CHIEF INVESTMENT OFFICER; OWNER | — |
| GAN MICHAEL YAO | EXECUTIVE VICE PRESIDENT & DIRECTOR | — |
| LOEBEL VIRGINIA M | CHIEF ADMINISTRATIVE OFFICER | — |
| Yerramilli Vamsee Krishna | CHIEF RISK OFFICER | — |
| CHAN EDWARD KIMMING | CHIEF OPERATIONS AND TECHNOLOGY OFFICER; CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | — |
| YUEN JACK C | PRESIDENT AND DIRECTOR | — |
| CUSHING DAVID PRESTON | CHIEF COMPLIANCE OFFICER | — |
| Chan Sandy | MANAGING DIRECTOR OF ACCOUNTING | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2018-10-04 | regulatory | NYMEX/CME FOUND WILLOWBRIDGE ASSOCIATES INC. TO HAVE VIOLATED EXCHANGE RULE 562. | Final | $25K |
| Fund | Type | Formed | Owners | Gross asset value | 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 |