EVERGREEN INVESTMENT MANAGEMENT LLC

EVERGREEN INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 339989). Regulatory assets under management: $1.4M.

Registration

• CRD: 339989
• Type: Registered investment adviser
• Phone: 4255590932
• Latest filing: 2026-05-28
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339989 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search