EVERGREEN CAPITAL MANAGEMENT LLC
CRD #104931 SEC #801-20248 BELLEVUE, WA 425-467-4600
SEC Registered Private Funds
Total AUM
$5.2B
Discretionary
$5.1B
Employees
38
Clients
--
Accounts
3,147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.2B | $5.1B | $101.3M | 38 | 0 |
| Aug 2024 | $4.6B | $4.5B | $96.6M | 36 | 1 |
| Mar 2024 | $4.6B | $4.5B | $96.6M | 36 | 1 |
| Jul 2023 | $3.9B | $3.7B | $171.4M | 35 | 0 |
| Apr 2023 | $3.9B | $3.7B | $171.4M | 35 | 0 |
| Dec 2022 | $3.9B | $3.8B | $154.4M | 30 | 0 |
| Dec 2022 | $3.9B | $3.8B | $154.4M | 30 | 0 |
| Oct 2022 | $3.9B | $3.8B | $154.4M | 30 | 0 |
| Apr 2022 | $3.9B | $3.8B | $154.4M | 30 | 0 |
| Nov 2021 | $3B | $2.9B | $126.6M | 30 | 0 |
| Jun 2021 | $3B | $2.9B | $126.6M | 30 | 0 |
| Mar 2021 | $3B | $2.9B | $126.6M | 30 | 0 |
| Jul 2020 | $2.6B | $2.4B | $122.2M | 32 | 0 |
| Jun 2020 | $2.5B | $2.4B | $122.2M | 32 | 0 |
| Apr 2020 | $2.5B | $2.4B | $122.2M | 32 | 0 |
| Mar 2020 | $2.5B | $2.4B | $122.2M | 32 | 0 |
| Nov 2019 | $2.2B | $2.1B | $118.2M | 32 | 0 |
| Sep 2019 | $2.2B | $2.1B | $118.2M | 32 | 0 |
| May 2019 | $2.2B | $2.1B | $118.2M | 32 | 0 |
| Apr 2019 | $2.2B | $2.1B | $118.2M | 32 | 0 |
| Mar 2019 | $2.2B | $2.1B | $118.2M | 32 | 0 |
| Jan 2019 | $2.3B | $2.2B | $124.3M | 32 | 0 |
| Jul 2018 | $2.3B | $2.2B | $124.3M | 32 | 0 |
| Jul 2018 | $2.3B | $2.2B | $124.3M | 32 | 0 |
| Jun 2018 | $2.3B | $2.2B | $124.3M | 32 | 0 |
| Mar 2018 | $2.3B | $2.2B | $124.3M | 32 | 0 |
| Nov 2017 | $1.4B | $1.2B | $120.2M | 26 | 700 |
| Sep 2017 | $1.4B | $1.2B | $120.2M | 26 | 700 |
| Jun 2017 | $1.4B | $1.2B | $120.2M | 26 | 700 |
| Apr 2017 | $1.4B | $1.2B | $120.2M | 26 | 700 |
| Apr 2017 | $1.4B | $1.2B | $120.2M | 26 | 700 |
| Mar 2017 | $1.4B | $1.2B | $120.2M | 26 | 700 |
| Oct 2016 | $1.3B | $1.1B | $125.7M | 27 | 600 |
| Mar 2016 | $1.3B | $1.1B | $125.7M | 27 | 600 |
| Mar 2015 | $1.3B | $1.2B | $124.4M | 24 | 600 |
| Dec 2014 | $1.2B | $1.1B | $124.1M | 24 | 600 |
| Mar 2014 | $1.2B | $1.1B | $124.1M | 24 | 600 |
| Apr 2013 | $1.2B | $1.1B | $140.7M | 21 | 600 |
| Mar 2012 | $1B | $892.1M | $149.4M | 11 | 500 |
| Mar 2011 | $809.2M | $657.8M | $151.3M | -- | -- |
| Sep 2010 | $670.6M | $520.3M | $150.3M | -- | -- |
| Jun 2010 | $670.6M | $520.3M | $150.3M | -- | -- |
| Mar 2010 | $670.6M | $520.3M | $150.3M | -- | -- |
| Jan 2010 | $508.2M | $489.7M | $18.5M | -- | -- |
| Apr 2009 | $508.2M | $489.7M | $18.5M | -- | -- |
| Dec 2007 | $529M | $405.6M | $123.4M | -- | -- |
| Feb 2007 | $529M | $405.6M | $123.4M | -- | -- |
| Feb 2006 | $474.2M | $360.8M | $113.4M | 10 | -- |
| Apr 2002 | $120.8M | $109.1M | $11.7M | 5 | -- |
| Jun 2001 | $90.1M | $90.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$101.3M
Employees38
Clients0
DateAug 2024
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$96.6M
Employees36
Clients1
DateMar 2024
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$96.6M
Employees36
Clients1
DateJul 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$171.4M
Employees35
Clients0
DateApr 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$171.4M
Employees35
Clients0
DateDec 2022
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$154.4M
Employees30
Clients0
DateDec 2022
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$154.4M
Employees30
Clients0
DateOct 2022
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$154.4M
Employees30
Clients0
DateApr 2022
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$154.4M
Employees30
Clients0
DateNov 2021
Total AUM$3B
Discretionary$2.9B
Non-Disc.$126.6M
Employees30
Clients0
DateJun 2021
Total AUM$3B
Discretionary$2.9B
Non-Disc.$126.6M
Employees30
Clients0
DateMar 2021
Total AUM$3B
Discretionary$2.9B
Non-Disc.$126.6M
Employees30
Clients0
DateJul 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$122.2M
Employees32
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$122.2M
Employees32
Clients0
DateApr 2020
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$122.2M
Employees32
Clients0
DateMar 2020
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$122.2M
Employees32
Clients0
DateNov 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$118.2M
Employees32
Clients0
DateSep 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$118.2M
Employees32
Clients0
DateMay 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$118.2M
Employees32
Clients0
DateApr 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$118.2M
Employees32
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$118.2M
Employees32
Clients0
DateJan 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$124.3M
Employees32
Clients0
DateJul 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$124.3M
Employees32
Clients0
DateJul 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$124.3M
Employees32
Clients0
DateJun 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$124.3M
Employees32
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$124.3M
Employees32
Clients0
DateNov 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$120.2M
Employees26
Clients700
DateSep 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$120.2M
Employees26
Clients700
DateJun 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$120.2M
Employees26
Clients700
DateApr 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$120.2M
Employees26
Clients700
DateApr 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$120.2M
Employees26
Clients700
DateMar 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$120.2M
Employees26
Clients700
DateOct 2016
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$125.7M
Employees27
Clients600
DateMar 2016
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$125.7M
Employees27
Clients600
DateMar 2015
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$124.4M
Employees24
Clients600
DateDec 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$124.1M
Employees24
Clients600
DateMar 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$124.1M
Employees24
Clients600
DateApr 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$140.7M
Employees21
Clients600
DateMar 2012
Total AUM$1B
Discretionary$892.1M
Non-Disc.$149.4M
Employees11
Clients500
DateMar 2011
Total AUM$809.2M
Discretionary$657.8M
Non-Disc.$151.3M
Employees--
Clients--
DateSep 2010
Total AUM$670.6M
Discretionary$520.3M
Non-Disc.$150.3M
Employees--
Clients--
DateJun 2010
Total AUM$670.6M
Discretionary$520.3M
Non-Disc.$150.3M
Employees--
Clients--
DateMar 2010
Total AUM$670.6M
Discretionary$520.3M
Non-Disc.$150.3M
Employees--
Clients--
DateJan 2010
Total AUM$508.2M
Discretionary$489.7M
Non-Disc.$18.5M
Employees--
Clients--
DateApr 2009
Total AUM$508.2M
Discretionary$489.7M
Non-Disc.$18.5M
Employees--
Clients--
DateDec 2007
Total AUM$529M
Discretionary$405.6M
Non-Disc.$123.4M
Employees--
Clients--
DateFeb 2007
Total AUM$529M
Discretionary$405.6M
Non-Disc.$123.4M
Employees--
Clients--
DateFeb 2006
Total AUM$474.2M
Discretionary$360.8M
Non-Disc.$113.4M
Employees10
Clients--
DateApr 2002
Total AUM$120.8M
Discretionary$109.1M
Non-Disc.$11.7M
Employees5
Clients--
DateJun 2001
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees5
Clients--