Investment adviser · CRD 312909

EVERGREEN CAPITAL ASSOCIATES LLC

Investment adviser filing (IA)

PLAINSBORO, NJ, United States · Form ADV filed Mar 28, 2026

Regulatory AUM
$244M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
33
Reported in this filing
Advisory professionals
15
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$242,870,00099.7%
High-net-worth individualsFewer than 5$776,0760.3%
Filing source

Form ADV 2060527 · Mar 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

UNION SPRING FUND LTD.Hedge Fund · Last reported Mar 28, 2026$86.6MGross asset value
Fund administrator CITCO FUND SERVICES (CURACAO) B.V. CURACAO, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States
Custodian ADM INVESTOR SERVICES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITCO BANKING CORPORATE N.V. WILLEMSTAD, Curacao Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: Yes
Custodian MACQUARIE BANK LIMITED SYDNEY, Australia Related to adviser: No
Custodian R. J. O'BRIEN & ASSOCIATES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian STONEX FINANCIAL INC. NEW YORK, New York, United States Related to adviser: No
Prime broker NATWEST MARKETS PLC LONDON, United Kingdom
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

GOLDMAN SACHS & CO. LLC
SEC 8-129

INTERACTIVE BROKERS LLC
SEC 8-47257

JP MORGAN CHASE BANK NA
LEI 984500653R409CC5AB28

STONEX FINANCIAL INC.
SEC 8-51269

Fund details & source
Fund ID
805-8909392116
Reported beneficial owners
7
Minimum commitment
$1M

Form ADV 2060527 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PLY PRIMUS FUND (USA) LPHedge Fund · Last reported Mar 28, 2026$83.3MGross asset value
Fund administrator CITCO FUND SERVICES (CURACAO) B.V. CURACAO, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States
Custodian ADM INVESTOR SERVICES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MACQUARIE BANK LIMITED SYDNEY, Australia Related to adviser: No
Custodian R. J. O'BRIEN & ASSOCIATES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian STONEX FINANCIAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian TD BANK MONROE, New Jersey, United States Related to adviser: No
Prime broker NATWEST MARKETS PLC LONDON, United Kingdom
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

GOLDMAN SACHS & CO. LLC
SEC 8-129

INTERACTIVE BROKERS LLC
SEC 8-47257

JP MORGAN CHASE BANK NA
LEI 984500653R409CC5AB28

STONEX FINANCIAL INC.
SEC 8-51269

TD BANK
LEI 03D0JEWFDFUS0SEEKG89

Fund details & source
Fund ID
805-9393784730
Reported beneficial owners
6
Minimum commitment
$1M

Form ADV 2060527 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TECTONIC GLOBAL OPPORTUNITIES FUND LLCHedge Fund · Last reported Mar 28, 2026$35.6MGross asset value

Feeder funds

  • TECTONIC GLOBAL OPPORTUNITIES FUND LIMITED
Fund administrator CITCO FUND SERVICES (CURACAO) B.V. WILLEMSTAD, Curacao Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States
Custodian ADM INVESTOR SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITCO BANKING CORPORATE N.V. WILLEMSTAD, Curacao Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MACQUARIE BANK LIMITED SYDNEY, Australia Related to adviser: No
Custodian R. J. O'BRIEN & ASSOCIATES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian STONEX FINANCIAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian TD BANK MONROE, New Jersey, United States Related to adviser: No
Marketer EAST STAR PARTNERS TOKYO, Japan Related to adviser: No
Prime broker NATWEST MARKETS PLC NEW YORK, New York, United States
Prime broker STONEX FINANCIAL INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

INTERACTIVE BROKERS LLC
SEC 8-47257

JP MORGAN CHASE BANK NA
LEI 984500653R409CC5AB28

STONEX FINANCIAL INC.
SEC 8-51269

TD BANK
LEI 03D0JEWFDFUS0SEEKG89

STONEX FINANCIAL INC.
CRD 45993 · SEC 8-51269

Fund details & source
Fund ID
805-5200135904
Reported beneficial owners
8
Minimum commitment
$1M

Form ADV 2060527 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TECTONIC STRATEGY FUND AUSTRALIA LLCHedge Fund · Last reported Mar 28, 2026$23.4MGross asset value
Fund administrator CITCO FUND SERVICES (CURACAO) B.V. WILLEMSTAD, Curacao Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States
Custodian ADM INVESTOR SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MACQUARIE BANK LIMITED SYDNEY, Australia Related to adviser: No
Custodian R. J. O'BRIEN & ASSOCIATES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian STONEX FINANCIAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian TD BANK MONROE, New Jersey, United States Related to adviser: No
Marketer COULOIR CAPITAL PTY LIMITED SYDNEY, Australia Related to adviser: No
Prime broker NATWEST MARKETS PLC NEW YORK, New York, United States
Prime broker STONEX FINANCIAL INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

INTERACTIVE BROKERS LLC
SEC 8-47257

JP MORGAN CHASE BANK NA
LEI 984500653R409CC5AB28

STONEX FINANCIAL INC.
SEC 8-51269

TD BANK
LEI 03D0JEWFDFUS0SEEKG89

STONEX FINANCIAL INC.
CRD 45993 · SEC 8-51269

Fund details & source
Fund ID
805-5378558760
Reported beneficial owners
1
Minimum commitment
$1M

Form ADV 2060527 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

THE DOUBLEWOOD XLIM FUND (USA) L.P.Hedge Fund · Last reported Mar 28, 2026$16.2MGross asset value
Fund administrator CITCO FUND SERVICES (CURACAO) B.V. CURACAO, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States
Custodian ADM INVESTOR SERVICES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MACQUARIE BANK LIMITED SYDNEY, Australia Related to adviser: No
Custodian R. J. O'BRIEN & ASSOCIATES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian STONEX FINANCIAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian TD BANK MONROE, New Jersey, United States Related to adviser: No
Prime broker NATWEST MARKETS PLC LONDON, United Kingdom
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

INTERACTIVE BROKERS LLC
SEC 8-47257

JP MORGAN CHASE BANK NA
LEI 984500653R409CC5AB28

TD BANK
LEI 03D0JEWFDFUS0SEEKG89

Fund details & source
Fund ID
805-9434785526
Reported beneficial owners
18
Minimum commitment
$100K
Form D file number
021-97304

Form ADV 2060527 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

KEPLER STRATEGIC FUND LLCHedge Fund · Last reported Mar 28, 2026$11.9MGross asset value

Feeder funds

  • KEPLER GLOBAL FUND LIMITED
Fund administrator CITCO FUND SERVICES (CURACAO) B.V. WILLEMSTAD, Curacao Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States
Custodian CITCO BANKING CORPORATE N.V. WILLEMSTAD, United Kingdom Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian TD BANK MONROE, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

JP MORGAN CHASE BANK NA
LEI 984500653R409CC5AB28

TD BANK
LEI 03D0JEWFDFUS0SEEKG89

Fund details & source
Fund ID
805-7607615052
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 2060527 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

KEPLER STRATEGIC FUND LLCHedge Fund · Last reported Mar 31, 2022$21MGross asset value
Fund administrator CITCO FUND SERVICES (CURACAO) BV WILLEMSTAD, Curacao Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States
Custodian TD BANK NA MONROE, New Jersey, United States Related to adviser: No
Prime broker JP MORGAN NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-3751022088
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 1621898 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 28, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

101 MORGAN LANE, SUITE 180
PLAINSBORO, NJ, 08536, United States

CRD 312909

Filing source

Form ADV 2060527 · Mar 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.