The Evergreen Advantage Management

The Evergreen Advantage Management is an asset management firm with no publicly disclosed AUM, principals, or investment strategy (public record).

The Evergreen Advantage Management

Evergreen Advantage Management, Inc. is an SEC-registered investment adviser in Santa Monica, CA. The firm manages approximately $267 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is The Evergreen Advantage Management, Inc.?

The Evergreen Advantage Management, Inc. is a registered investment adviser incorporated in the United States. The firm's investment strategy, AUM, and key personnel are not publicly available, making it difficult to classify beyond its regulatory standing.

Who runs The Evergreen Advantage Management?

The firm's principal or leadership team is not disclosed in any public source, including SEC filings or financial media. No named executives or investment professionals are associated with the firm in verifiable records.

Does The Evergreen Advantage Management manage family office capital?

There is no evidence linking The Evergreen Advantage Management to a specific family office, single-family office, or multi-family office structure. The firm appears to operate as a general asset manager without a disclosed family wealth origin.

What is the investment style of The Evergreen Advantage Management?

The firm's investment style, asset class preferences, and sector focus are not publicly documented. No portfolio holdings or deal activity have been reported, so no informed assessment can be made.

How can one contact The Evergreen Advantage Management?

No active website, LinkedIn profile, or public contact information is easily discoverable. The firm maintains a minimal public footprint, and direct contact details are not available through standard business directories.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.