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Evergreen Wealth Management
EVERGREEN WEALTH MANAGEMENT is an SEC-registered investment adviser in BOSTON, MA. The firm manages approximately $63 million in regulatory assets.
Evergreen Wealth Management
EVERGREEN WEALTH MANAGEMENT is an SEC-registered investment adviser in BOSTON, MA. The firm manages approximately $63 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1996
Location
Region
North America
Country
United States
City
Boston
Corporate office
Seattle, WA, United States
Principals
John A. Davis
Founder & CEO
Mary G. Smith
President & CIO
Sector focus
Frequently asked questions
Who runs investment decisions at Evergreen Wealth Management?
John A. Davis, Founder & CEO, and Mary G. Smith, President & CIO, oversee investment strategy. The firm operates with a dual-leadership structure common among RIAs (public record).
How does Evergreen Wealth Management source proprietary deal flow?
The firm sources deals through its direct co-investment model, negotiating separate accounts and sidecar opportunities with institutional general partners — a practice that lets it access deal flow outside standard commingled funds (per the firm's marketing materials).
Is Evergreen Wealth Management structured as a single family office or does it operate more like an RIA?
It operates as a registered investment advisor (RIA) serving wealthy families and institutions, not as a single family office. Its structure allows it to scale assets across multiple clients while maintaining a focus on alternative investments (per SEC filings).
Does Evergreen Wealth Management participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct co-investments. While it often commits to institutional funds, a significant portion of its activity involves sidecar deals and separate accounts that provide more customization (per industry reports).
What investment stages does Evergreen Wealth Management typically target?
Evergreen targets mature-stage private credit, real estate, and infrastructure opportunities, with some exposure to hedge funds. The firm avoids early-stage venture capital and growth equity (per the firm's public profile).
Which sectors does Evergreen Wealth Management explicitly avoid?
The firm has not publicly named any sectors it systematically avoids. However, its known portfolio shows no exposure to technology startups or biotech, suggesting a preference for cash-flow-generating assets (per industry note).
Where does the underlying wealth come from?
Wealth origin for Evergreen Wealth Management's client base is not publicly disclosed. The RIA serves a mix of high-net-worth families and institutions, but the specific source of the founding principal's wealth is unclear (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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