{
  "crd_number": 324430,
  "slug": "ivy-evergreen-llc-charleston-sc-324430",
  "primary_business_name": "IVY EVERGREEN, LLC",
  "legal_name": "IVY EVERGREEN, LLC",
  "dbas": [],
  "city": "Charleston",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 155003228.0,
  "raum_discretionary": 155003228.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 155003228.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "SC"
  ],
  "websites": [
    "https://ivyassetgroup.com",
    "https://linkedin.com/company/ivyassetgroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324430",
  "city_as_filed": "CHARLESTON",
  "url": "https://advisorcensus.com/firm/ivy-evergreen-llc-charleston-sc-324430",
  "display_name": "Ivy Evergreen, LLC",
  "summary": "Ivy Evergreen, LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. Ivy Evergreen, LLC (CRD 324430): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Ivy Evergreen, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ivy Evergreen, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Ivy Evergreen, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ivy Evergreen, LLC located?",
      "a": "Ivy Evergreen, LLC's principal office is in Charleston, SC, according to its Form ADV."
    },
    {
      "q": "Is Ivy Evergreen, LLC registered with the SEC or a state?",
      "a": "Ivy Evergreen, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324430."
    },
    {
      "q": "How much does Ivy Evergreen, LLC manage?",
      "a": "Ivy Evergreen, LLC reports $155,003,228 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ivy Evergreen, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Ivy Evergreen, LLC: Regulatory assets under management: $165,988,304 in the October 2025 data and $155,003,228 in the October 2026 data, down 7%. Total employees: 17 in October 2025 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ivy Evergreen, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Does Ivy Evergreen, LLC report any disciplinary disclosures?",
      "a": "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/324430"
    },
    {
      "q": "Does Ivy Evergreen, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"The minimum commitment by each Fund investor is $50,000, unless waived by the General Partner in its sole discretion.\""
    },
    {
      "q": "What changed in Ivy Evergreen, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-08-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-05-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 165988304.0,
      "total_employees": 17,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 155003228.0,
      "total_employees": 13,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Annualized Management Fees rates are disclosed in each Fund’s offering documents and generally are up to 2%, charged directly to a Fund, annually in advance."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum commitment by each Fund investor is $50,000, unless waived by the General Partner in its sole discretion."
        ]
      }
    ],
    "quotes": [
      "Annualized Management Fees rates are disclosed in each Fund’s offering documents and generally are up to 2%, charged directly to a Fund, annually in advance.",
      "The minimum commitment by each Fund investor is $50,000, unless waived by the General Partner in its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ivy-evergreen-llc-charleston-sc-324430.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 155003228.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324430",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}