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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...
Overview
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
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)
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)
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