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Building 2IVY EVERGREEN, LLC

Map pinCHARLESTON, SC
Phone843-606-6014
NotebookSEC #801-133962
Total AUM
$155M
Employees
13
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
158 MEETING STREET, FLOOR 2
CHARLESTON
SC 29401
United States
Operating Hours
9-5
Monday - Friday
Phone
843-606-6014

ReceiptFinancials

Total AUM
$155M
Accounts
4
Discretionary
$155M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$155M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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