# Evergreen Investing

Evergreen Investing is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** evergreeninvesting.com

## Regulatory record

- **CRD number:** 150006
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150006

## About

Evergreen Investing, LLC is a state-registered investment adviser with approximately $31 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What is the investment philosophy at Evergreen Investing?

Evergreen Investing follows a long-term, value-driven investment philosophy. The firm emphasizes fundamental analysis to identify undervalued equities and construct concentrated client portfolios. Its process is designed to prioritize capital preservation and steady appreciation over market timing or short-term speculation.

### Is Evergreen Investing structured as a pooled fund or a client-advisory model?

Evergreen Investing is structured as a registered investment adviser managing separate accounts. Rather than operating a mutual fund or hedge fund, the firm works directly with individual clients and institutions, crafting portfolios tailored to specific mandates and risk profiles under individual advisory agreements.

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Last updated: 2026-06-03T20:00:00.000Z

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