Evergreen Capital Associates Llc
- Regulatory AUM
- $244M
- Discretionary
- $244M
- Clients
- 9
- Avg AUM / client
- $27.1M
- Accounts
- 9
- Employees
- 33
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $776K | 0.32% |
| Pooled investment vehicles (non-investment companies) | 8 | $243M | 99.7% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $210M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ply Primus Fund (Usa) Lp | Hedge Fund | Delaware | $75.0M | 5 |
| Union Spring Fund Ltd. | Hedge Fund | Cayman Islands | $55.0M | 6 |
| Tectonic Global Opportunities Fund Llc master | Hedge Fund | Delaware | $35.5M | 7 |
| Tectonic Strategy Fund Australia Llc | Hedge Fund | Delaware | $22.0M | 1 |
| The Doublewood Xlim Fund (Usa) L.P. | Hedge Fund | Delaware | $15.6M | 18 |
| Kepler Strategic Fund Llc master | Hedge Fund | Delaware | $7.2M | 2 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chan, Edward, Kimming | Chief Operations And Technology Officer, Executive Vp | Dec 2020 (6y) | Less than 5% | |
| Gan, Michael, Yao | Executive Vice President & Director | Dec 2020 (6y) | Less than 5% | |
| Loebel, Virginia, M | Chief Administrative Officer | Dec 2020 (6y) | Less than 5% | |
| Yang, Philip, Lim | Chairman & Chief Investment Officer | Dec 2020 (6y) | ≈ 56.25% – 100% via Willowbridge Holdings Group Llc | |
| Yerramilli, Vamsee, Krishna | Chief Risk Officer | Dec 2020 (6y) | Less than 5% | |
| Yuen, Jack, C | President And Director | Dec 2020 (6y) | Less than 5% | |
| Chan, Sandy | Managing Director Of Accounting | May 2023 (3y) | Less than 5% | |
| Cushing, David, Preston | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Willowbridge Holdings Group Llc | Member | Dec 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Yang, Philip, Lim: 75% – 100% of Willowbridge Holdings Group Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (6, $210M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ply Primus Fund (Usa) Lp | Hedge Fund | $75.0M | $1.0M | 5 |
| Union Spring Fund Ltd. | Hedge Fund | $55.0M | $1.0M | 6 |
| Tectonic Global Opportunities Fund Llc | Hedge Fund | $35.5M | $1.0M | 7 |
| Tectonic Strategy Fund Australia Llc | Hedge Fund | $22.0M | $1.0M | 1 |
| The Doublewood Xlim Fund (Usa) L.P. | Hedge Fund | $15.6M | $100K | 18 |
| Kepler Strategic Fund Llc | Hedge Fund | $7.2M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 2.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: NYMEX/CME FOUND WILLOWBRIDGE ASSOCIATES INC. TO HAVE VIOLATED EXCHANGE RULE 562. Status: Final Sanction Detail: A FINE IN THE AMOUNT OF $25,000 WAS PAID TO THE CME ON FEBRUARY 1, 2019. Summary: THE NYMEX/CME ALLEGED THE FIRM TO HAVE VIOLATED ITS SPECULATIVE POSITION LIMITS RULE. ON JANUARY 29, 2019, THE FIRM NEITHER ADMITTED NOR DENIED THE ALLEGATIONS AND AGREED TO PAY A FINE TO THE EXCHANGE IN THE AMOUNT OF $25,000.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have 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 28, 2026.
View current Form ADV (SEC/IAPD) ↗