Investment adviser · CRD 133550

EVERGREEN INVESTMENT ADVISORS

Investment adviser filing (IA)

EVERGREEN INVESTMENT ADVISORS LLC

CHICAGO, IL, United States · Form ADV filed May 1, 2026

Regulatory AUM
$11.6B
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
46
Reported in this filing
Advisory professionals
16
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 vehicles3$11,599,097,140100.0%
Filing source

Form ADV 2101541 · May 1, 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

5 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 REAL ESTATE PARTNERS LLCPrivate Equity Fund · Last reported May 1, 2026$10.8BGross asset value
Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States
Custodian APEX GROUP LTD SAO PAULO, Brazil Related to adviser: No
Custodian BMO HARRIS BANK, NA CHICAGO, Illinois, United States Related to adviser: No
Custodian ING GROUP LUXEMBOURG CITY, Luxembourg Related to adviser: No
Custodian ITAU BANK BRAZIL SAO PAULO, Brazil Related to adviser: No
Custodian ROYAL BANK OF SCOTLAND ST. HELIER, Jersey Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-4028154108
Reported beneficial owners
5
Minimum commitment
$0

Form ADV 2101541 · May 1, 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 AUSTRALIA LPPrivate Equity Fund · Last reported May 1, 2026$664MGross asset value
Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States
Custodian BMO HARRIS BANK, NA CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-9357618400
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2101541 · May 1, 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 VENTURE INVESTORS LLCPrivate Equity Fund · Last reported May 1, 2026$154MGross asset value
Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States
Custodian BMO HARRIS BANK, NA CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-4291926906
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2101541 · May 1, 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.

EUROINVEST PROPERTY PARTNERS LPPrivate Equity Fund · Last reported Mar 26, 2015$321MGross asset value
Auditor DELOITTE LLP ST HELIER, Jersey
Custodian ABN AMRO BANK NV ST HELIER, Jersey Related to adviser: No
Custodian EVERGREEN INVESTMENT ADVISORS LLC CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5420470928
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 897751 · Mar 26, 2015 · 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 EUROPEAN INVESTMENT PROPERTIES LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Mar 29, 2018$2.29MGross asset value
Auditor DELOITTE LLP LONDON, United Kingdom
Custodian ABN AMRO BANK NV ST HELIER, Jersey Related to adviser: No
Custodian EVERGREEN INVESTMENT ADVISORS LLC CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE LLP
PCAOB 1147

Fund details & source
Fund ID
805-6057163697
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 1192700 · Mar 29, 2018 · 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: May 1, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

151 NORTH FRANKLIN STREET, SUITE 2100
CHICAGO, IL, 60606, United States

CRD 133550

Filing source

Form ADV 2101541 · May 1, 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.