Evergreen Capital Associates LLC

Fee-Only (% of Portfolio)

Evergreen Capital Associates is an asset management company aiming for long-term capital appreciation. Evergreen offers investment advice to private investment funds and separately managed accounts for institutional investors. Evergreen implements global macro investment strategies through various financial instruments, tailored to client objectives. Evergreen is registered with the CFTC as a commodity trading advisor and commodity pool operator.

Assets Under Management$230M
Clients8
AdvisorsN/A
Avg. per Client$29M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Evergreen Capital Associates LLC | TrueAdvisor