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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Bellevue, WA

Evergreen Capital Management

$7.2B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($487.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Direct Lending, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$487.9M
Total AUM: $7.2B
Median Disclosed Amount
$50.1M
Range: $10.0M – $60.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Evergreen Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Astorg VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$52.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Real Estate Opportunities Fund IX, L.P.Adviser 7.B Vehicle Real Estate 2025
$52.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Founders Fund VIII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$50.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Diversified Lending Fund II, L.P.Adviser 7.B Vehicle Direct Lending 2024
$44.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Crow Holdings Realty Partners XAdviser 7.B Vehicle Real Estate 2023
$25.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Evergreen Capital Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Evergreen Capital Management (Family Office / MFO, $7.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 22.7% Actual; $21.5M Unallocated Target Bandwidth). SEC Form ADV (801-20248, CRD #104931) verified $7.17B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Evergreen Capital Management

588 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Evergreen Capital Management (12 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

ARCGERS-FL (Arcadia Municipal Employees Plan)

Public Pension Plan Arcadia, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2025 Vintage)
Evergreen Capital Management: $52.7M · SEC Form ADV 7.B
ARCGERS-FL (Arcadia Municipal Employees Plan): $2.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage) · Founders Fund VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

BCIPE21-BC (Victoria BC 2021 Pooled Private Capital Fund)

Public Pension Plan Canada
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)
Evergreen Capital Management: $44.8M · SEC Form ADV 7.B
BCIPE21-BC (Victoria BC 2021 Pooled Private Capital Fund): $2.3M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Founders Fund VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Arnhold

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Astorg VIII (2023 Vintage)
Evergreen Capital Management: $52.7M · SEC Form ADV 7.B
Arnhold: $41.2M · SEC Form ADV 7.B

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+585 Additional Institutional LPs Report Shared Vehicles with Evergreen Capital Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Evergreen Capital Management

You are viewing 5 open public preview records (out of 12 total tracked records for Evergreen Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (588 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Evergreen Capital Management

Buyout LPs →Real Estate LPs →Venture Capital LPs →Direct Lending LPs →Secondaries LPs →

Frequently Asked Questions: Evergreen Capital Management

What type of institutional allocator is Evergreen Capital Management and what is their typical disclosed ticket size?

Evergreen Capital Management is categorized under Family Office / MFO (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Bellevue, WA). Across 12 historical disclosure records tracked on Prilago ($487.9M total parsed USD across disclosed rows), the median disclosed amount is $50.1M (range: $10.0M to $60.7M).

Which private-market strategies appear in Evergreen Capital Management's public disclosures?

Evergreen Capital Management has disclosed records across Buyout, Real Estate, Venture Capital, Direct Lending, Secondaries. Open preview records include Astorg VIII, L.P. (2025 Vintage), Oaktree Real Estate Opportunities Fund IX, L.P. (2025 Vintage), Founders Fund VIII, L.P. (2025 Vintage), Blue Owl Diversified Lending Fund II, L.P. (2024 Vintage).

How are Evergreen Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Evergreen Capital Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Evergreen Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/evergreen-capital-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Evergreen Capital Management?

In Prilago's bilateral commitment graph, Evergreen Capital Management shares resolved underlying fund vehicles with 588 institutional LPs across 12 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include ARCGERS-FL (Arcadia Municipal Employees Plan) (8 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2025 Vintage)), BCIPE21-BC (Victoria BC 2021 Pooled Private Capital Fund) (8 shared vehicles, e.g. Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)), Arnhold (7 shared vehicles, e.g. Astorg VIII (2023 Vintage)).

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