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IVY EVERGREEN, LLC
CRD 324430 · SEC 801-133962
158 MEETING STREET, FLOOR 2, CHARLESTON, SC, 29401, United States
Phone
843-606-6014
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.0M
Discretionary AUM
$155.0M
Team
13 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $155.0M |
States served
SC
All web addresses on file
Official SEC filing: View on IAPD