Evergreen Capital Management LLC
Evergreen Capital Management LLC is an independent investment adviser headquartered in Bellevue, Washington. Founded in 1986, the firm manages portfolios for high net worth individuals, institutions, and family offices, focusing on personalized investment management solutions. As of its March 2025 filing, Evergreen Capital oversees approximately $5.22 billion in assets and employs around 38 professionals. They provide wealth management, portfolio advisory, and investment planning services primarily for affluent clients and families.
Investment Strategy
Evergreen Capital Management LLC pursues a client-centric investment philosophy with a focus on long-term capital appreciation and risk management. The firm customizes diversified portfolios across equities, fixed income, and alternative investments, emphasizing fundamental research and proactive asset allocation. Their approach is tailored for high net worth clients, incorporating individual risk profiles and financial objectives. Evergreen Capital is known for its holistic wealth management, integrating active portfolio management with tax-efficient strategies and comprehensive financial planning.
Latest 13F Filing Activity
Evergreen Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,118 equity positions and 6 options positions with a total 13F market value of $3B. The fund increased holdings in Vanguard Mun BD FDS, Microsoft Corp., Nvidia Corporation among other positions. Evergreen Capital Management LLC reduced exposure to Lyondellbasell Industries N, Becton Dickinson & Co., Lockheed Martin Corp. among others.
Top Holdings
Equity Positions (1,118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.33% | $110.9M | 222,955 | $133.28 | $497.41 | +$25.8M |
I IEI | ISHARES TR | 2.29% | $76.0M | 638,391 | $117.74 | $119.09 | +$12.8M |
P PCAR | PACCAR INC | 2.22% | $73.8M | 776,753 | $63.28 | $95.06 | +$8.3M |
A AAPL | APPLE INC | 2.14% | $71.2M | 347,184 | $68.74 | $205.17 | -$6.4M |
N NVDA | NVIDIA CORPORATION | 1.65% | $54.9M | 347,587 | $16.10 | $157.99 | +$17.4M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | New | Call | $746.1K | 15 | $497.41 | $497.41 | +15 | +$746.1K |
| ALPHABET INC | New | Put | $704.9K | 40 | $176.23 | $176.23 | +40 | +$704.9K | |
M META | META PLATFORMS INC | New | Call | $516.7K | 7 | $738.09 | $738.09 | +7 | +$516.7K |
M MSFT | MICROSOFT CORP | Bought | Put | $397.9K | 8 | $497.41 | $405.90 | +2 | +$172.7K |
O ORCL | ORACLE CORP | New | Call | $327.9K | 15 | $218.63 | $218.63 | +15 | +$327.9K |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer and Principal | Bellevue, WA , United States | |
 | Equity Analyst | Bellevue, WA , United States | |
G Gherman Howell | Equity Portfolio Manager | Bellevue, WA , United States | |
| Senior Associate | San Francisco, CA , United States |
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