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Evergreen Capital Management
Evergreen Capital Management was established in 1983. Tyler Hay leads the firm as Chief Executive Officer while David Hay serves as Chief Investment Officer.
Evergreen Capital Management
Evergreen Capital Management was established in 1983. Tyler Hay leads the firm as Chief Executive Officer while David Hay serves as Chief Investment Officer. The firm operates under the DBA Evergreen Gavekal and draws on research from Gavekal principals. The firm allocates across venture capital, private equity, private credit, real estate, and secondaries. It targets growth and venture stages through direct co-investments and SPVs. Geographic exposure centers on North America and the Caribbean. Confirmed investment types include philanthropic vehicles and mission-related mandates. The firm employs professionals across six offices. It maintains relationships with EducationQuest Foundation and Eye Surgeons International Foundation. Katie Vercio directs financial planning and has served on the board of the Financial Planning Association of Puget Sound. Evergreen Capital Management functions as a multi-family office that integrates external research partnerships rather than maintaining a standalone investment platform.
General information
Firm type
Multi Family Office
Year founded
1983
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
1412 112th Avenue NE, Suite 100, Bellevue, WA 98004, USA
Additional offices
San Francisco, CA, USA · Lake Oswego, OR, USA · Napa, CA, USA · Irvine, CA, USA
Principals
Tyler Hay
Chief Executive Officer
David Hay
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Evergreen Capital Management?
Tyler Hay serves as Chief Executive Officer and David Hay serves as Chief Investment Officer. Both are listed as principals in the 2023 CNBC Financial Advisor 100.
How does Evergreen Capital Management source proprietary deal flow?
The firm operates under the DBA Evergreen Gavekal and incorporates research from Gavekal principals including Louis-Vincent Gave. It also shares research from external sources such as Oaktree Capital.
Is Evergreen Capital Management structured as a single family office or does it operate more like a venture firm?
Evergreen Capital Management is structured as a multi-family office. It provides advisory services to individuals, high-net-worth families, and corporations.
Does Evergreen Capital Management participate in fund commitments or only direct deals?
The firm executes direct co-investments and SPVs alongside private equity, private credit, and secondaries mandates.
What investment stages does Evergreen Capital Management typically target?
The firm targets growth and venture capital stages.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed.
Does Evergreen Capital Management maintain philanthropic structures, and how are they separated?
The firm maintains relationships with EducationQuest Foundation, Eye Surgeons International Foundation, and GaveKal Endowment.
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