# Ivy Evergreen

Ivy Evergreen is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ivyassetgroup

## Regulatory record

- **CRD number:** 324430
- **SEC file number:** 801-133962
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324430

## About

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.

## Questions

### 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.

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- [Haven Venture Partners](https://altss.com/profile/haven-venture-partners-llc)
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Last updated: 2026-07-06T01:24:18.913Z

Canonical page: https://altss.com/profile/ivy-evergreen-llc

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