EVERGREEN INVESTMENT ADVISORS LLC
Legal name: EVERGREEN INVESTMENT ADVISORS
CRD #133550 SEC #801-64078 CHICAGO, IL 312-499-8500
SEC Registered Private Funds
Total AUM
$10.8B
Discretionary
$0
Employees
47
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $10.8B | $0 | $10.8B | 47 | 0 |
| Apr 2025 | $10.8B | $0 | $10.8B | 50 | 0 |
| Mar 2025 | $10.8B | $0 | $10.8B | 50 | 0 |
| Apr 2024 | $10.6B | $0 | $10.6B | 45 | 0 |
| Mar 2024 | $10.6B | $0 | $10.6B | 45 | 0 |
| Oct 2023 | $10.9B | $0 | $10.9B | 45 | 0 |
| May 2023 | $10.9B | $0 | $10.9B | 45 | 0 |
| Mar 2023 | $10.9B | $0 | $10.9B | 45 | 0 |
| Mar 2022 | $11B | $0 | $11B | 44 | 0 |
| Nov 2021 | $9.4B | $0 | $9.4B | 42 | 0 |
| Mar 2021 | $9.4B | $0 | $9.4B | 42 | 0 |
| Mar 2020 | $9.8B | $0 | $9.8B | 23 | 0 |
| Mar 2019 | $8.2B | $0 | $8.2B | 29 | 0 |
| Mar 2018 | $6.9B | $0 | $6.9B | 24 | 0 |
| Mar 2017 | $5.8B | $0 | $5.8B | 28 | 1 |
| May 2016 | $5.3B | $0 | $5.3B | 23 | 1 |
| Mar 2016 | $5.3B | $0 | $5.3B | 23 | 1 |
| Mar 2015 | $4.8B | $0 | $4.8B | 21 | 1 |
| Mar 2014 | $4.6B | $0 | $4.6B | 13 | 1 |
| Mar 2013 | $4.1B | $0 | $4.1B | 13 | 1 |
| Apr 2012 | $3.3B | $0 | $3.3B | 11 | 1 |
| Mar 2012 | $3.3B | $0 | $3.3B | 11 | 1 |
| Mar 2011 | $1.1B | $0 | $1.1B | -- | -- |
| Mar 2007 | $349.2M | $0 | $349.2M | 5 | -- |
| Dec 2006 | $51.6M | $0 | $51.6M | 5 | -- |
| May 2005 | $28.7M | $0 | $28.7M | 5 | -- |
DateOct 2025
Total AUM$10.8B
Discretionary$0
Non-Disc.$10.8B
Employees47
Clients0
DateApr 2025
Total AUM$10.8B
Discretionary$0
Non-Disc.$10.8B
Employees50
Clients0
DateMar 2025
Total AUM$10.8B
Discretionary$0
Non-Disc.$10.8B
Employees50
Clients0
DateApr 2024
Total AUM$10.6B
Discretionary$0
Non-Disc.$10.6B
Employees45
Clients0
DateMar 2024
Total AUM$10.6B
Discretionary$0
Non-Disc.$10.6B
Employees45
Clients0
DateOct 2023
Total AUM$10.9B
Discretionary$0
Non-Disc.$10.9B
Employees45
Clients0
DateMay 2023
Total AUM$10.9B
Discretionary$0
Non-Disc.$10.9B
Employees45
Clients0
DateMar 2023
Total AUM$10.9B
Discretionary$0
Non-Disc.$10.9B
Employees45
Clients0
DateMar 2022
Total AUM$11B
Discretionary$0
Non-Disc.$11B
Employees44
Clients0
DateNov 2021
Total AUM$9.4B
Discretionary$0
Non-Disc.$9.4B
Employees42
Clients0
DateMar 2021
Total AUM$9.4B
Discretionary$0
Non-Disc.$9.4B
Employees42
Clients0
DateMar 2020
Total AUM$9.8B
Discretionary$0
Non-Disc.$9.8B
Employees23
Clients0
DateMar 2019
Total AUM$8.2B
Discretionary$0
Non-Disc.$8.2B
Employees29
Clients0
DateMar 2018
Total AUM$6.9B
Discretionary$0
Non-Disc.$6.9B
Employees24
Clients0
DateMar 2017
Total AUM$5.8B
Discretionary$0
Non-Disc.$5.8B
Employees28
Clients1
DateMay 2016
Total AUM$5.3B
Discretionary$0
Non-Disc.$5.3B
Employees23
Clients1
DateMar 2016
Total AUM$5.3B
Discretionary$0
Non-Disc.$5.3B
Employees23
Clients1
DateMar 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees21
Clients1
DateMar 2014
Total AUM$4.6B
Discretionary$0
Non-Disc.$4.6B
Employees13
Clients1
DateMar 2013
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees13
Clients1
DateApr 2012
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees11
Clients1
DateMar 2012
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees11
Clients1
DateMar 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2007
Total AUM$349.2M
Discretionary$0
Non-Disc.$349.2M
Employees5
Clients--
DateDec 2006
Total AUM$51.6M
Discretionary$0
Non-Disc.$51.6M
Employees5
Clients--
DateMay 2005
Total AUM$28.7M
Discretionary$0
Non-Disc.$28.7M
Employees5
Clients--