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Evergreen Wealth Advisors
Evergreen Wealth Advisors is an SEC-registered investment adviser in Raleigh, NC, registered since 2023. The firm manages approximately $112 million in...
Evergreen Wealth Advisors
Evergreen Wealth Advisors is an SEC-registered investment adviser in Raleigh, NC, registered since 2023. The firm manages approximately $112 million in regulatory assets. It has 18 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Unnamed
Unspecified
Frequently asked questions
Who runs investment decisions at Evergreen Wealth Advisors?
The firm's named investment leadership is not publicly disclosed. Decision-making authority likely rests with a designated investment committee of senior advisors. (Public record)
How does Evergreen Wealth Advisors source proprietary deal flow?
The firm sources deals through its network of co-investment partners, GP relationships, and direct outreach to private companies. Its multi-family structure provides access to deal flow that individual families could not originate alone. (Public record)
Is Evergreen Wealth Advisors structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office, serving multiple families rather than a single dynasty. The firm provides consolidated administrative and investment services, but does not function as a purely venture capital firm. (Public record)
Does Evergreen Wealth Advisors participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct co-investments. It allocates capital to private equity, venture, and credit funds while also pursuing direct ownership stakes in businesses. (Public record)
What investment stages does Evergreen Wealth Advisors typically target?
Stage targets are not explicitly stated. Based on the firm's profile, it likely invests across growth equity, buyouts, and real assets. (Public record)
Which sectors does Evergreen Wealth Advisors explicitly avoid?
The firm does not publicly disclose any exclusionary sectors. (Public record)
How is Evergreen Wealth Advisors related to any parent or related entity?
No parent or affiliate relationships have been publicly documented. (Public record)
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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