Investment adviser · CRD 104931

EVERGREEN CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

BELLEVUE, WA, United States · Form ADV filed Mar 26, 2026

Regulatory AUM: $7.19B
Client accounts: 3,404
Employees: 37
Advisory professionals: 26

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	754	$6,234,800,449	86.8%
Corporations & businesses	26	$358,893,202	5.0%
Individuals	367	$322,358,542	4.5%
Pooled investment vehicles	8	$234,804,452	3.3%
Retirement plans	Fewer than 5	$34,247,626	0.5%

Filing source

Form ADV 2071624 · Mar 26, 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.

EVERGREEN VENTURES INCOME FUND, L.P.Private Equity Fund · Last reported Mar 26, 2026$91.5MGross asset value

Form D fundraising filings

Evergreen Ventures Income Fund, L.P. - Series A

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER MANHATTAN BEACH, California, United States

Custodian JPMORGAN CHASE NEW YORK, New York, 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

WEAVER
PCAOB 410

Fund details & source

Fund ID: 805-2911413819
Reported beneficial owners: 84
Minimum commitment: $500K
Form D file number: 021-409375

Form ADV 2071624 · Mar 26, 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.

EVERGREEN VENTURES OPPORTUNITY FUND, L.P.Private Equity Fund · Last reported Mar 26, 2026$48MGross asset value

Form D fundraising filings

Evergreen Ventures Opportunity Fund, L.P. - Series A

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER MANHATTAN BEACH, California, United States

Custodian JPMORGAN CHASE NEW YORK, New York, 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

WEAVER
PCAOB 410

Fund details & source

Fund ID: 805-6310461008
Reported beneficial owners: 75
Minimum commitment: $100K
Form D file number: 021-485903

Form ADV 2071624 · Mar 26, 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.

EVERGREEN VENTURES REAL ESTATE FUND, L.P.Real Estate Fund · Last reported Mar 26, 2026$39.6MGross asset value

Form D fundraising filings

Evergreen Ventures Real Estate Fund, L.P., Series A

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER MANHATTAN BEACH, California, United States

Custodian JPMORGAN CHASE NEW YORK, New York, 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

WEAVER
PCAOB 410

Fund details & source

Fund ID: 805-9277460710
Reported beneficial owners: 79
Minimum commitment: $250K
Form D file number: 021-559925

Form ADV 2071624 · Mar 26, 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.

EVERGREEN VENTURES TECHNOLOGY FUND L.P.Private Equity Fund · Last reported Mar 26, 2026$31.8MGross asset value

Form D fundraising filings

Evergreen Ventures Technology Fund, L.P.

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER MANHATTAN BEACH, California, United States

Custodian JPMORGAN CHASE NEW YORK, New York, 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

WEAVER
PCAOB 410

Fund details & source

Fund ID: 805-5631366473
Reported beneficial owners: 75
Minimum commitment: $200K
Form D file number: 021-369310

Form ADV 2071624 · Mar 26, 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.

EVERGREEN VENTURES AI SPV II(QP), L.P.Private Equity Fund · Last reported Mar 26, 2026$13.6MGross asset value

Form D fundraising filings

Evergreen Ventures Ai SPV II (QP), L.P.

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER MANHATTAN BEACH, California, United States

Custodian JPMORGAN CHASE NEW YORK, New York, 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

WEAVER
PCAOB 410

Fund details & source

Fund ID: 805-4242144852
Reported beneficial owners: 69
Minimum commitment: $100K
Form D file number: 021-551800

Form ADV 2071624 · Mar 26, 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.

EVERGREEN VENTURES SMITH TOWER SPV, L.P.Private Equity Fund · Last reported Mar 26, 2026$7.24MGross asset value

Form D fundraising filings

Evergreen Ventures Smith Tower SPV, L.P.

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER MANHATTAN BEACH, California, United States

Custodian WASHINGTON TRUST BANK SPOKANE, Washington, 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

WEAVER
PCAOB 410

Fund details & source

Fund ID: 805-6336202621
Reported beneficial owners: 28
Minimum commitment: $25K
Form D file number: 021-516993

Form ADV 2071624 · Mar 26, 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.

EVERGREEN VENTURES AI SPV, L.P.Private Equity Fund · Last reported Mar 26, 2026$2.2MGross asset value

Form D fundraising filings

Evergreen Ventures AI SPV, L.P.

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER MANHATTAN BEACH, California, United States

Custodian JPMORGAN CHASE NEW YORK, New York, 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

WEAVER
PCAOB 410

Fund details & source

Fund ID: 805-9836310938
Reported beneficial owners: 9
Minimum commitment: $100K
Form D file number: 021-465617

Form ADV 2071624 · Mar 26, 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.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1412 112TH AVE NE, SUITE 100
BELLEVUE, WA, 98004, United States

CRD 104931

Filing source

Form ADV 2071624 · Mar 26, 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.