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EVERGREEN CAPITAL HOLDINGS, LLC
CRD 312345
23 CORPORATE PLAZA DR. #150, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 771-7744
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$21.4M
Discretionary AUM
$21.4M
Team
2 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $4.2M |
| Other investment advisers | 2 | $17.2M |
All web addresses on file
Official SEC filing: View on IAPD