Evergreen Advisors, LLC
Evergreen Advisors, LLC is a multi-family office headquartered in Chattanooga. Founded in 2009, it manages and advises wealth generated from founder Jim Place’s long-standing fee-only financial planning practice and related media endeavors, serving multiple...
Evergreen Advisors, LLC
Evergreen Advisors, LLC is a multi-family office headquartered in Chattanooga. Founded in 2009, it manages and advises wealth generated from founder Jim Place’s long-standing fee-only financial planning practice and related media endeavors, serving multiple families with investment oversight, financial planning, and multigenerational strategies. Its multidisciplinary team offers investment management, estate planning, tax coordination, and philanthropic advisory solutions tailored to each family’s objectives.
General information
Firm type
Multi Family Office
Year founded
2001
AUM
—
Location
Region
North America
Country
—
City
Columbia
Corporate office
—
Frequently asked questions
What is Evergreen Advisors, LLC?
Evergreen Advisors, LLC is a multi family office headquartered in Columbia.
When was Evergreen Advisors, LLC founded?
Evergreen Advisors, LLC was founded in 2001.
Where is Evergreen Advisors, LLC headquartered?
Evergreen Advisors, LLC is headquartered in Columbia, in the North America region.
What does Altss track for Evergreen Advisors, LLC?
Altss maintains an OSINT-verified profile of Evergreen Advisors, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Evergreen Advisors, LLC's website?
Evergreen Advisors, LLC's public website is evergreenadvisorsllc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Evergreen Advisors, LLC?
Evergreen Advisors, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Evergreen Advisors, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Evergreen Advisors, LLC?
Evergreen Advisors, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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