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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRAZDA, TODD, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRAZDA, TODD, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRAZDA, TODD, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, CYRUS, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| HOUSE, GARRET, CLAUDE | I | CEO | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLERIS, ANDREW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| POEHLING, DANIEL, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| SCHENK, HUNTER, PRESCOTT | I | MANAGER / OFFICER | NA | Control |
| THAKORE, TRISHUL, VIPUL | I | CHIEF EXECUTIVE OFFICER / MANAGER / OFFICER | NA | Control |
| EVERGREEN CAPITAL ADVISORS LP | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| M3 INVESTMENT GROUP LLC | DE | OWNER | E | Control |
| M3 INVESTMENT GROUP LLC | DE | OWNER | E | Control |
| M3 INVESTMENT GROUP LLC | DE | OWNER | E | Control |
| M3 INVESTMENT GROUP LLC | DE | OWNER | E | Control |
| M3 INVESTMENT GROUP LLC | DE | OWNER | E | Control |
| MACQUARIE CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
| MACQUARIE CAPITAL PARTNERS LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MACQUARIE BANK LIMITED | FE | MACQUARIE EQUITIES (US) HOLDINGS PTY. LTD. | E | |
| MACQUARIE BANK LIMITED | FE | MACQUARIE EQUITIES (US) HOLDINGS PTY. LTD. | E | |
| MACQUARIE BANK LIMITED | FE | MACQUARIE EQUITIES (US) HOLDINGS PTY. LTD. | E | |
| MACQUARIE EQUITIES (US) HOLDINGS PTY. LTD. | FE | MACQUARIE HOLDINGS (USA) INC. | E | |
| MACQUARIE EQUITIES (US) HOLDINGS PTY. LTD. | FE | MACQUARIE HOLDINGS (USA) INC. | E | |
| MACQUARIE EQUITIES (US) HOLDINGS PTY. LTD. | FE | MACQUARIE HOLDINGS (USA) INC. | E | |
| MACQUARIE HOLDINGS (USA) INC. | DE | MACQUARIE REAL ESTATE INC. | E | |
| MACQUARIE HOLDINGS (USA) INC. | DE | MACQUARIE REAL ESTATE INC. | E | |
| MACQUARIE HOLDINGS (USA) INC. | DE | MACQUARIE REAL ESTATE INC. | E | |
| MACQUARIE REAL ESTATE INC. | DE | MACQUARIE CAPITAL PARTNERS LLC | D | |
| MACQUARIE REAL ESTATE INC. | DE | M3 CAPITAL PARTNERS LLC | C | |
| MACQUARIE REAL ESTATE INC. | DE | MACQUARIE CAPITAL PARTNERS LLC | C |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Address
150 SOUTH WACKER DRIVESUITE 3100
CHICAGO, IL 60606
United States
Phone: 312-499-8500