RIA Intelligence

IVY EVERGREEN, LLC

CRD #324430 SEC #801-133962 CHARLESTON, SC 843-606-6014
SEC Registered Exempt Reporting Private Funds
Total AUM
$166M
Discretionary
$166M
Employees
17
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Pavlock, Brian, MarkICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA
Pavlock, Brian, MarkICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA
HOOFF, JOHN, CARLYLEIMEMBER AND MANAGERE Control
HOOFF, JOHN, CARLYLEIMEMBER AND MANAGERE Control
HOOFF, JOHN, CARLYLEIMEMBER AND MANAGERE Control
HOOFF, JOHN, CARLYLEIMEMBER AND MANAGERE Control
HOOFF, JOHN, CARLYLEIMEMBER AND MANAGERE Control
HOOFF, JOHN, CARLYLEIMEMBER AND MANAGERE Control
HOOFF, JOHN, C.H.IMEMBER AND MANAGERC Control
HOOFF, JOHN, C.H.IMEMBER AND MANAGERC Control
HOOFF, JOHN, C.H.IMEMBER AND MANAGERC Control
HOOFF, JOHN, C.H.IMEMBER AND MANAGERC Control
HOOFF, JOHN, C.H.IMEMBER AND MANAGERC Control
HOOFF, JOHN, C.H.IMEMBER AND MANAGERC Control

Registrations

Federal

IA
Jun 25, 2025 REGISTERED
ERA
Jun 25, 2025 REGISTERED

Notice Filings (1)

SC

Address

158 MEETING STREET, FLOOR 2
CHARLESTON, SC 29401
United States
Phone: 843-606-6014