# Evergreen Investment Advisors

> Evergreen Investment Advisors is an SEC-registered investment advisory firm in Chicago, IL, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 133550
- Filed as: EVERGREEN INVESTMENT ADVISORS
- Legal name: Evergreen Investment Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133550
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-investment-advisors-chicago-il-133550

## Quick answers

**How is Evergreen Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Investment Advisors reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Evergreen Investment Advisors located?**
Evergreen Investment Advisors' principal office is in Chicago, IL, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Evergreen Investment Advisors registered with the SEC or a state?**
Evergreen Investment Advisors is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133550.

**How much does Evergreen Investment Advisors manage?**
Evergreen Investment Advisors reports $11,599,097,140 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (0% discretionary).

**How have Evergreen Investment Advisors' assets and staff changed since 2021?**
In the Form ADV data for Evergreen Investment Advisors: Regulatory assets under management: $9,354,276,307 in the October 2021 data and $11,599,097,140 in the October 2026 data, up 24%. Total employees: 42 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evergreen Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Evergreen Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133550

**What changed in Evergreen Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 16. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $11,599,097,140
- Discretionary: $0
- Non-discretionary: $11,599,097,140

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $11,599,097,140 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 46 total, 16 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- London
- Sao Paulo

### Websites listed on Form ADV (Item 1.I)
- evergreen.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $9,354,276,307 | 42 | March 24, 2021 |
| October 2022 | $11,006,074,754 | 44 | March 29, 2022 |
| October 2023 | $10,884,639,539 | 45 | May 8, 2023 |
| October 2024 | $10,629,830,905 | 45 | April 29, 2024 |
| October 2025 | $10,768,092,305 | 50 | April 30, 2025 |
| October 2026 | $11,599,097,140 | 46 | May 1, 2026 |

Regulatory assets under management: $9,354,276,307 in the October 2021 data and $11,599,097,140 in the October 2026 data, up 24%.
Total employees: 42 in October 2021 and 46 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 16.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 5 to 2.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Investment Advisors (CRD 133550): Form ADV filing data as of October 2026.