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The Evergreen Advantage Management, Inc.
State-registered
Private Fund Manager · Small ($100M–$1B)
CRD 165547
· SEC file 801-110429
· Santa Monica, CA
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $267M
- Discretionary
- $267M
- Clients
- 1
- Avg AUM / client
- $267M
- Accounts
- 1
- Employees
- 4
AUM over time
$127M
$267M
Apr 10, 2017
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $267M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel (Nmn) Zuckerman | President And Chief Compliance Officer | Jun 2009 (17y) | 25% – 50% | |
| Jesse (Nmn) Brunner | Vice President | Jun 2009 (17y) | 25% – 50% | |
| Maurice Abraham Singer | Vice President | Jun 2009 (17y) | 25% – 50% | |
| Steven Robert Adler | Vice President | Jun 2009 (17y) | 25% – 50% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.05 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
- • Percentage of assets under management
- • Other fees
- • ORIGINATION, EXTENSION, AND LATE FEES; DEFAULT INTEREST
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗