Single Family OfficeRIA · CRD 324430SEC-RegisteredPrivate Fund Adviser

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Ivy Evergreen

Ivy Evergreen, LLC is an SEC-registered investment adviser in Charleston, SC, registered since 2025. The firm manages approximately $155 million in assets.

Ivy Evergreen

Ivy Evergreen, LLC is an SEC-registered investment adviser in Charleston, SC, registered since 2025. The firm manages approximately $155 million in assets. It has 13 employees and 5 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Ivy Evergreen?

No named principals, investment committee members, or external advisors are associated with Ivy Evergreen in any public record. The firm has no website, no LinkedIn presence, and no regulatory filings that would identify a CIO, managing member, or board. For allocators, this represents a completely closed door — there is no known point of contact and no visible decision-making structure to engage.

Is Ivy Evergreen a single family office or a multi-family office?

The LLC structure and complete absence of marketing activity strongly suggest a single-family office rather than a multi-family platform, which would typically maintain at least a minimal web presence to attract additional families. However, without access to the operating agreement or membership roster, the distinction cannot be confirmed. No evidence exists of the firm soliciting or managing capital for outside families.

Does Ivy Evergreen take outside capital or co-invest?

There is no public record of Ivy Evergreen accepting external capital, participating in club deals, or co-investing alongside other family offices or institutional investors. The firm's total opacity and lack of any fund structure or Form D filing make external participation highly unlikely under its current operating model.

Where does the underlying wealth come from?

The source of capital behind Ivy Evergreen is not publicly disclosed. No liquidity event, operating business sale, or inherited fortune has been linked to the entity in financial media, court records, or securities filings. The name itself — combining 'Ivy' and 'Evergreen' — carries no known association with a specific industry or family, making the wealth origin entirely speculative.

How can an external manager or GP engage with Ivy Evergreen?

Under current conditions, external engagement is not feasible. The firm has no known office address, phone number, website contact form, or LinkedIn presence. No professionals associated with the entity are identifiable for outreach. Institutional allocators and fund managers typically rely on warm introductions through peer networks, but no entry point exists when the principals themselves are invisible. Until the firm surfaces a relationship manager, family office conference attendance, or a co-investment track record, it remains outside the accessible allocator universe.

Profile maintained by 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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