RIA Intel›Advisers›Massachusetts›EVERGREEN INVESTMENT MANAGEMENT COMPANY, LLC

EVERGREEN INVESTMENT MANAGEMENT COMPANY, LLC

Advisory

BOSTON, MA

Data as of Apr 9, 2010 · Source: SEC Form ADV

Total AUM
$96.3B
1-Year AUM Growth
-21.4%
3-Year CAGR
-16.3%
Employees
0
Assets Under Management
Total AUM$96.3B
Discretionary AUM$96.1B
Non-Discretionary AUM$172M
Discretionary %99.8%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record56
First FilingNov 9, 2000
Latest FilingApr 9, 2010
🔒 Full AUM trend chart and 56 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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