Data / Investment advisers / Washington / Evergreen Capital Management LLC
Evergreen Capital Management LLC, Bellevue, WA: $7.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Evergreen Capital Management LLC is an SEC registered investment adviser with its main office in Bellevue, Washington and reports $7.2 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 8 private funds.
The request: Watch Evergreen Capital Management LLC (CRD number 104931): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104931
- SEC file number
- 801-20248
- SEC status
- Approved, effective December 1, 1983
- Main office
- 1412 112th Ave Ne Suite 100, Bellevue, WA 98004
- Phone
- (425) 467-4600
- Regulatory AUM
- $7,185,104,271 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $7,167,361,282
- Non discretionary AUM
- $17,742,989
- Accounts
- 3,404
- Employees
- 37, of which 26 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 8: 7 private equity funds, 1 real estate fund
- Gross assets of private funds
- $234,804,453
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 754 | $6.23 billion |
| Corporations or other businesses | 26 | $358.9 million |
| Individuals (other than high net worth individuals) | 367 | $322.4 million |
| Pooled investment vehicles | 8 | $234.8 million |
| Pension and profit sharing plans | 2 | $34.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.19 billion | March 26, 2026 |
| December 1, 2025 | $5.22 billion | March 31, 2025 |
Other advisers in Bellevue
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | $13.93 billion | 1 | adviserinfo.sec.gov |
| Cercano Management LLC | Bellevue | $7.28 billion | 29 | adviserinfo.sec.gov |
| Threadline Wealth | Bellevue | $5.77 billion | Not listed | adviserinfo.sec.gov |
| Parcion Private Wealth LLC | Bellevue | $2.95 billion | Not listed | adviserinfo.sec.gov |
| Tschetter Group | Bellevue | $2.39 billion | 1 | adviserinfo.sec.gov |
| Goldfinch Partners | Bellevue | $2.09 billion | 7 | adviserinfo.sec.gov |
| SCS | Bellevue | $1.94 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bellevue, WA
- Investment advisers in Washington
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Evergreen Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.