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Evergreen Private Wealth
Evergreen Private Wealth is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2023. The firm manages approximately $265 million...
Overview
Evergreen Private Wealth is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2023. The firm manages approximately $265 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Evergreen Private Wealth?
No named investment professionals or executives are publicly attributable to the firm. The absence of a team roster means the decision-making structure is unknown.
Does Evergreen Private Wealth participate in fund commitments or only direct deals?
The firm's investment method — whether it uses funds, direct deals, or a mix — is not documented. No deal activity or fund investments have been disclosed.
What investment stages does Evergreen Private Wealth typically target?
Target stage preference is unknown. The firm has not published any information regarding stage focus, from early-stage to buyout or credit.
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