EVERGREEN INVESTMENT MANAGEMENT CO

BOSTON, MA

(617) 210-3200

SEC #801-8327

Total AUM

$96.3B

Employees

751

Clients

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

200 BERKELEY STREET
BOSTON
MA 02116
United States

Operating Hours

8 AM - 5 PM
Monday - Friday

Phone

(617) 210-3200

Financials

Total AUM

$96.3B

Accounts

339

Discretionary

$96.1B

Accounts

321

Non-Discretionary

$172.3M

Accounts

Clients

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None reported

Services

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Services Offered

Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management

Compensation Types

Charges Percentage AUM

Compliance

Disclosures

Court Injunction (Past 10 Years)Felony ChargeOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding

State Registrations

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Affiliates

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Affiliates

Reported 23 business affiliates.

Claimed Affiliates

Reported as an affiliate by 14 other businesses.