{"url":"https://nivawealth.com/firms/evergreen-investment-advisors-133550","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133550","regulatoryAum":11599097140,"crd":"133550","secFileNumber":"801-64078","legalName":"Evergreen Investment Advisors LLC","displayName":"Evergreen Investment Advisors","website":"http://www.evergreen.net","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"151 North Franklin Street, Suite 2100","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60606"},"tradeNames":[],"registration":{"secApproved":"7 April 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":46,"advisory":16,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":11599097140,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":11599097140}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Evergreen Investment Advisors has custody of $122.5M for 1 clients.","otherCustodians":[],"leadership":[{"name":"Trishul Thakore","title":"Chief Executive Officer / Manager / Officer","crd":"5817525"},{"name":"Hunter Schenk","title":"Vice President / Manager / Officer","crd":"5319507"},{"name":"Todd Brazda","title":"Chief Compliance Officer","crd":"5149615"}],"ownership":[{"label":"Evergreen Capital Advisors LP","detail":"Owner in the 75% or more ownership band and a control person, since October 2025."},{"label":"Evergreen Capital Advisors GP LLC","detail":"Indirect owner: a general partner of Evergreen Capital Advisors LP in the 75% or more band and a control person, since October 2025.","parent":"Evergreen Capital Advisors LP"},{"label":"Trishul Thakore","detail":"Indirect owner: a class a partner of Evergreen Capital Advisors GP LLC in the 50% to 75% band and a control person, since August 2025.","parent":"Evergreen Capital Advisors GP LLC"},{"label":"Hunter Schenk","detail":"Indirect owner: a president of Evergreen Capital Advisors GP LLC in the 25% to 50% band and a control person, since August 2025.","parent":"Evergreen Capital Advisors GP LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"151 North Franklin Street, Suite 2100","city":"Chicago","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-499-8500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"1 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/133550/PDF/133550.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Evergreen Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Evergreen Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Evergreen Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Evergreen Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Evergreen Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}