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Building 2EVERGREEN CAPITAL ASSOCIATES LLC

Map pinPLAINSBORO, NJ
Phone609-936-8046
NotebookSEC #801-128686
Total AUM
$243.6M
Employees
33
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MORGAN LANE
SUITE 180
PLAINSBORO
NJ 08536
United States
Operating Hours
8:30 AM - 5 PM EST
Monday - Friday
Phone
609-936-8046

ReceiptFinancials

Total AUM
$243.6M
Accounts
9
Discretionary
$243.6M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$776.1K
Pooled Vehicle Clients
8
AUM
$242.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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