SourcingSourcing

EVERGREEN CAPITAL ASSOCIATES LLC

C45
CRD 312909·SEC 801-128686·PLAINSBORO, NJ
AUM
$243.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$731K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVERGREEN CAPITAL ASSOCIATES LLC
CRD
312909
SEC file #
801-128686
EIN
—
DBA names
—

Economics

AUM
$243.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$229.0M → $243.6M▲ +6%
Client mix
Pooled Investment Vehicles8
Individuals High Net Worth1

Operations

Employees (total)
33
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'25'26
14 advisors → 15 advisors▲ +7%
Primary office
PLAINSBORO NJ
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/28/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLOWBRIDGE HOLDINGS GROUP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
WILLOWBRIDGE HOLDINGS GROUP
CHAN, EDWARD, KIMMING
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4477
Soi Zip Pct 200k Plus
0.2101
Soi Zip Returns 200k Plus
1990
Soi Zip Total AGI
1,456,033
Fdic Zip Total Deposits
104,707,962,000
Fdic Zip Branch Count
149
Fdic Zip Top Banks
Merrill Lynch Bank and Trust Company
Merrill Lynch Bank & Trust Co., FSB

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
Interactive Brokers10
Goldman Sachs8
E*trade4
Fdic Zip Branches Raw
Berkeley Federal Bank and Trust, F.S.B.Plainsboro, NJ
Chemical Bank New Jersey, National AssociationPlainsboro, NJ
Fdic Zip HHI
5917.69
Fdic Zip Top Bank Share Pct
75.93
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,568
Returns1,480
Stub 2
AGI49,178
Returns1,300
Stub 3
AGI85,147
Returns1,370
Soi Zip Total Business Income
26,780
Soi Zip Total Cap Gains
63,306
Soi Zip Total Dividends
24,072
Soi Zip Total Returns
9,470
Trust Company Affiliate
No

People (8)

8
CHAN, EDWARD, KIMMING
Executive Officer · 2.5%
1864142
Chan, Sandy
Executive Officer · 2.5%
7768748
CUSHING, DAVID, PRESTON
Executive Officer · 2.5%
2500636
GAN, MICHAEL, YAO
Executive Officer · 2.5%
2004885
LOEBEL, VIRGINIA, M
Executive Officer · 2.5%
6432082
LONERO, CHRISTOPHER, MICHAEL
Executive Officer · 2.5%
5823295
YANG, PHILIP, LIM
Executive Officer · 2.5%
6432064
JACK C YUEN
Executive Officer · 2.5%
4841391