EverGreen Capital Management

Michael L. Green serves as the firm's President, Founder, and Chief Investment Officer, holding full discretion over investment decisions. According to the firm's website, he built the practice from launch in 1989 and continues to lead both advisory relationships and portfolio construction. No external investment committee or sub-advisor is disclosed.

No. EverGreen operates as an independent registered investment advisor serving multiple external clients rather than managing capital for a single family. Its client base consists of individuals and families, primarily in the Midwest, who engage the firm for retirement planning and wealth-preservation strategies.

The firm identifies itself as fee-only, a model that prohibits commissions and transactional compensation and requires fiduciary registration. This structure means clients pay directly for advice — typically through an asset-based advisory fee — aligning EverGreen's revenue with portfolio outcomes rather than product sales.

There is no disclosed evidence that the firm manages pooled vehicles, sponsors private-equity funds, or facilitates direct co-investments. Its published service set centers on customized portfolio management using public-market securities, tax-aware planning, and estate-transfer guidance, suggesting a traditional wealth-management mandate rather than alternative-asset origination.

EverGreen does not publicize any co-investment program, GP-stake relationship, or access to institutional private placements. The firm's materials maintain a focus on direct client advisory and portfolio management, with no indication that it aggregates client capital for opportunistic co-investing or fund commitments.