# Evergreen Capital Management

Evergreen Capital Management is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** 1412 112th Avenue NE, Suite 100, Bellevue, WA 98004, USA
- **Founded:** 1983
- **Assets under management:** 5.2B (Altss estimate)
- **Website:** evergreengavekal.com
- **LinkedIn:** https://www.linkedin.com/company/evergreen-capital-management

## Regulatory record

- **CRD number:** 312345
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-19T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312345

## About

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.

## Sectors

- Digital Health
- Energy Transition & Renewables
- Mobility & Transportation
- Robotics & Automation
- EdTech
- AI/ML
- Semiconductors

## Offices

- San Francisco, CA, USA
- Lake Oswego, OR, USA
- Napa, CA, USA
- Irvine, CA, USA

## People

- Tyler Hay — Chief Executive Officer
- David Hay — Chief Investment Officer

## 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.

### 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.

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Last updated: 2026-06-28T01:53:07.224Z

Canonical page: https://altss.com/profile/evergreen-capital-management

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