# Ivy Evergreen, LLC

> 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.

- CRD: 324430
- Filed as: IVY EVERGREEN, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324430
- AdvisorCensus page: https://advisorcensus.com/firm/ivy-evergreen-llc-charleston-sc-324430

## Quick answers

**How is Ivy Evergreen, LLC compensated?**
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.

**How much does Ivy Evergreen, LLC charge?**
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.

**Where is Ivy Evergreen, LLC located?**
Ivy Evergreen, LLC's principal office is in Charleston, SC, according to its Form ADV.

**Is Ivy Evergreen, LLC registered with the SEC or a state?**
Ivy Evergreen, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324430.

**How much does Ivy Evergreen, LLC manage?**
Ivy Evergreen, LLC reports $155,003,228 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**How have Ivy Evergreen, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Ivy Evergreen, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Ivy Evergreen, LLC 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/324430

**Does Ivy Evergreen, LLC state an account minimum?**
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."

**What changed in Ivy Evergreen, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> The minimum commitment by each Fund investor is $50,000, unless waived by the General Partner in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $155,003,228
- Discretionary: $155,003,228
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $155,003,228 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 13 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ivyassetgroup.com
- LinkedIn @ivyassetgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | August 14, 2023 |
| October 2024 | Not reported | Not reported | May 20, 2024 |
| October 2025 | $165,988,304 | 17 | June 25, 2025 |
| October 2026 | $155,003,228 | 13 | May 29, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ivy Evergreen, LLC (CRD 324430): Form ADV filing data as of October 2026.