Evergreen Investment Advisors Llc
- Regulatory AUM
- $11.6B
- Discretionary
- $0
- Clients
- 3
- Avg AUM / client
- $3.9B
- Accounts
- 3
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % 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
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 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)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Entity | Title / status | Since | Sch. | 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)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 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)
| Form | Period | Size | |
|---|---|---|---|
| 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) ↗