Updated:
Evergreen Wealth Management
EVERGREEN WEALTH MANAGEMENT is a state-registered investment adviser in BOSTON, MA. The firm manages approximately $63 million in regulatory assets.
Overview
EVERGREEN WEALTH MANAGEMENT is a state-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).
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).
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Evergreen Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.