EVERGREEN CAPITAL ASSOCIATES LLC
CRD #312909 SEC #801-128686 PLAINSBORO, NJ 609-936-8046
SEC Registered Private Funds
Total AUM
$229M
Discretionary
$229M
Employees
34
Clients
--
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
- LEI
- 549300TLFPHCXC92R391
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER | NA | Control |
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | NA | Control |
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | NA | Control |
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER | NA | Control |
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER | NA | Control |
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER | NA | Control |
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER | NA | Control |
| CHAN, EDWARD, KIMMING | I | CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | NA | Control |
| CRANE, STEVEN, R | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CRANE, STEVEN, R | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CUSHING, DAVID, PRESTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUSHING, DAVID, PRESTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUSHING, DAVID, PRESTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUSHING, DAVID, PRESTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUSHING, DAVID, PRESTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chan, Sandy | I | MANAGING DIRECTOR OF ACCOUNTING | NA | Control |
| Chan, Sandy | I | MANAGING DIRECTOR OF ACCOUNTING | NA | Control |
| Chan, Sandy | I | MANAGING DIRECTOR OF ACCOUNTING | NA | Control |
| Chan, Sandy | I | MANAGING DIRECTOR OF ACCOUNTING | NA | Control |
| Chan, Sandy | I | MANAGING DIRECTOR OF ACCOUNTING | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| GAN, MICHAEL, YAO | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| LOEBEL, VIRGINIA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| LOEBEL, VIRGINIA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| LOEBEL, VIRGINIA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| LOEBEL, VIRGINIA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| LOEBEL, VIRGINIA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| LONERO, CHRISTOPHER, MICHAEL | I | CONTROLLER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YANG, PHILIP, LIM | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| YERRAMILLI, VAMSEE, KRISHNA | I | CHIEF RISK OFFICER | NA | Control |
| YERRAMILLI, VAMSEE, KRISHNA | I | CHIEF RISK OFFICER | NA | Control |
| YERRAMILLI, VAMSEE, KRISHNA | I | CHIEF RISK OFFICER | NA | Control |
| YERRAMILLI, VAMSEE, KRISHNA | I | CHIEF RISK OFFICER | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| YUEN, JACK, C | I | PRESIDENT AND DIRECTOR | NA | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
| WILLOWBRIDGE HOLDINGS GROUP LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| YANG, PHILIP, LIM | I | WILLOWBRIDGE HOLDINGS GROUP LLC | E | Control |
| YANG, PHILIP, LIM | I | WILLOWBRIDGE HOLDINGS GROUP LLC | E | Control |
| YANG, PHILIP, LIM | I | WILLOWBRIDGE HOLDINGS GROUP LLC | E | Control |
| YANG, PHILIP, LIM | I | WILLOWBRIDGE HOLDINGS GROUP LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Address
101 MORGAN LANESUITE 180
PLAINSBORO, NJ 08536
United States
Phone: 609-936-8046