Clients
Evergreen Investment Advisors serves 3 clients. The average client has about $3.87 billion with the firm.
- Pooled investment vehicles3 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $11,599,097,140 | 100.0% | $3.87B |
| Total | 3 | $11,599,097,140 | 100% | $3.87B |
- Clients
- 3
- Regulatory AUM
- $11,599,097,140
- Share
- 100.0%
- Avg. per client
- $3.87B
Total
- Clients
- 3
- Regulatory AUM
- $11,599,097,140
- Share
- 100%
- Avg. per client
- $3.87B
What it does
Evergreen Investment Advisors provides portfolio management for pooled vehicles. It is paid through performance-based fees.
Evergreen Investment Advisors advises 3 private funds.
0.0% of assets ($0 across 0 accounts) are managed with discretion; $11.60B across 3 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Evergreen Investment Advisors has custody of $122.5M for 1 clients.
- All other custodians$11.60B100%
Ownership and leadership
Evergreen Capital Advisors LP owns 75% or more of Evergreen Investment Advisors, and Trishul Thakore is its CEO.
- Owns 75% or more of Evergreen Investment Advisors LLC
Evergreen Capital Advisors LP
Control person · since October 2025
- Owns 75% or more of Evergreen Capital Advisors LP
Evergreen Capital Advisors GP LLC
Control person · since October 2025
- Owns 50% to 75% of Evergreen Capital Advisors GP LLC
Trishul Thakore
Control person · since August 2025
- Owns 25% to 50% of Evergreen Capital Advisors GP LLC
Hunter Schenk
Control person · since August 2025
Leadership
- Trishul ThakoreChief Executive Officer / Manager / Officer
- Hunter SchenkVice President / Manager / Officer
- Todd BrazdaChief Compliance Officer
Staff
- 46 employees
- 16 in advisory functions
Fees
Evergreen Investment Advisors is paid through performance-based fees.
Evergreen Investment Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Evergreen Investment Advisors has 2 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- 151 North Franklin Street, Suite 2100, ChicagoHQ
Registration details
- Legal name
- Evergreen Investment Advisors LLC
- Headquarters
- 151 North Franklin Street, Suite 2100, Chicago, IL 60606
- Phone
- 312-499-8500
- Website
- www.evergreen.net
- SEC file
- 801-64078
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Evergreen Investment Advisors have?
Evergreen Investment Advisors has 3 clients and manages $11.6 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026
What services does Evergreen Investment Advisors offer?
Evergreen Investment Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Evergreen Investment Advisors have?
Evergreen Investment Advisors has 0 investment adviser representatives registered with state securities authorities, out of 46 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Evergreen Investment Advisors?
Evergreen Investment Advisors is owned through a chain of holding companies by Trishul Thakore and Hunter Schenk. Its direct owner is Evergreen Capital Advisors LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 May 2026
How does Evergreen Investment Advisors get paid?
Evergreen Investment Advisors is paid through performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file