Evergreen Capital Holdings, LLC

Evergreen Capital Holdings, LLC provides discretionary portfolio management primarily to high‑net‑worth individuals and to a small number of other registered investment advisers; the firm reports approximately $14.1 million in regulatory assets under management across four client accounts and also reports assets under advisement. Services include ongoing portfolio management, sub‑advisory arrangements, and the recommendation and monitoring of private investment opportunities for qualifying clients.

The firm’s investment process is formalized through individualized Investment Policy Statements and fundamental analysis, with a portfolio emphasis on equities — notably publicly traded REITs and other real‑estate‑related companies — and use of long‑term, short‑term and options strategies. Evergreen may recommend interests in affiliated or unaffiliated private funds to eligible clients and provides ongoing due diligence and monitoring for those private investments.

Distinctive features include the firm’s role as sponsor/manager of an affiliated private pooled vehicle managed by an affiliated GP/management entity that charges performance/incentive fees to qualified investors, with the firm’s principal receiving management and performance compensation (a conflict disclosed in the brochure). The adviser is small in scale — a single principal with a very limited client base — and reports substantially more assets under advisement (about $63.6 million) than regulatory AUM, reflecting its involvement with private pooled vehicles and sub‑advisory relationships.