Evergreen Capital Associates LLC
Evergreen Capital Associates LLC is an SEC-registered asset manager in Plainsboro, NJ with $243.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Evergreen Capital Associates LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312909, SEC 801-128686, data through 2026-03-28.
- AUM (assets under management / regulatory AUM)
- $243.6M (2026-03-28)
- Firm type
- Asset Manager
- Location
- Plainsboro, NJ
- Employees
- 33
- Clients
- 9
- CRD
- 312909
- Ownership
- YANG, PHILIP, LIM; WILLOWBRIDGE HOLDINGS GROUP LLC; GAN, MICHAEL, YAO; YUEN, JACK, C; CHAN, EDWARD, KIMMING
How much AUM does Evergreen Capital Associates LLC have?
Evergreen Capital Associates LLC reported $243.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-28).
Who owns Evergreen Capital Associates LLC?
Disclosed owners and executives of Evergreen Capital Associates LLC include YANG, PHILIP, LIM, WILLOWBRIDGE HOLDINGS GROUP LLC, GAN, MICHAEL, YAO, YUEN, JACK, C, CHAN, EDWARD, KIMMING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.