# The Evergreen Advantage Management, Inc.

> The Evergreen Advantage Management, Inc. is a state-registered investment advisory firm in Santa Monica, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 165547
- Filed as: THE EVERGREEN ADVANTAGE MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165547
- AdvisorCensus page: https://advisorcensus.com/firm/the-evergreen-advantage-management-inc-santa-monica-ca-165547

## Quick answers

**How is The Evergreen Advantage Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Evergreen Advantage Management, Inc. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Evergreen Advantage Management, Inc. located?**
The Evergreen Advantage Management, Inc.'s principal office is in Santa Monica, CA, according to its Form ADV.

**Is The Evergreen Advantage Management, Inc. registered with the SEC or a state?**
The Evergreen Advantage Management, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 165547.

**How much does The Evergreen Advantage Management, Inc. manage?**
The Evergreen Advantage Management, Inc. reports $267,336,014 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does The Evergreen Advantage Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does The Evergreen Advantage Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165547

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $267,336,014
- Discretionary: $267,336,014
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $267,336,014 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Evergreen Advantage Management, Inc. (CRD 165547): Form ADV filing data as of October 2026.