AUMdb

Evergreen Investment Advisors Llc

SEC-registered Private Fund Manager · Large ($10B–$100B) CRD 133550 · SEC file 801-64078 · Chicago, IL · WWW.EVERGREEN.NET
☆ Save with Pro ADV data as of May 01, 2026
Regulatory AUM
$11.6B
Discretionary
$0
Clients
3
Avg AUM / client
$3.9B
Accounts
3
Employees
46

AUM over time

$3.3B $11.6B
Dec 2011 May 2026

Annual snapshots from Form ADV filings · as of May 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 3 $11.6B 100.0%

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $10.6B combined gross assets

FundTypeDomicileGross assetsOwners
Evergreen Real Estate Partners Llc Private Equity Fund Delaware $9.9B 5
Evergreen Australia Lp Private Equity Fund Delaware $665M 2
Evergreen Venture Investors Llc Private Equity Fund Delaware $43.8M 2

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
House, Garret, Claude Ceo Mar 2005 (21y) Less than 5%
Malleris, Andrew, James Chief Compliance Officer Jan 2021 (6y) Less than 5%
Poehling, Daniel, Paul Chief Operating Officer Jan 2021 (6y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
M3 Investment Group Llc Owner Mar 2005 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $10.6B gross assets)

FundTypeGross assetsMin. investmentOwners
Evergreen Real Estate Partners Llc Private Equity Fund $9.9B $0 5
Evergreen Australia Lp Private Equity Fund $665M $0 2
Evergreen Venture Investors Llc Private Equity Fund $43.8M $0 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/01/2026 1.61 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.

View current Form ADV (SEC/IAPD) ↗