$7.2B Total AUM
$7.2B Disc. AUM
20.4% 3Y CAGR
37 Employees
1,157 ADV. Clients
42 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- LegacyFrontier bridge +more
- Established Date
- 12-01-1983
- Office Locations
- 7
Office Locations
10500 NE 8TH ST, #950 Bellevue WA
1412 112th AVE NE Suite 100 Bellevue WA
16325 Boones Ferry Road Suite 100 Lake Oswego OR
About Evergreen Capital Management LLC
Evergreen Gavekal is an independent RIA founded in 1983 with West Coast offices, providing integrated wealth management—investment management, tax and financial planning—for high net-worth individuals, trustees, businesses and foundations. It also runs a multi-family office for ultra high-net-worth families and Evergreen Ventures, investing in private real estate, venture capital, private equity and private credit. Produces weekly market and planning research.
Team overview
39 AVG AGE
$276.4M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
8.2 yrs AVG TENURE
37 Employees
26 Advisory Reps
26 RIA Reps
42yrs Firm Age
Insights
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Accredited Investors
Value ridge Frontier momentum
Asset Classes
Momentum ridge Zenith summit Peak summit Matrix Summit wave Beacon Meridian Focus
Client Personas
Bridge Capital optima
CRM
Crest bridge
Custodian
Capital bridge Foundation peak Signal Foundation catalyst Horizon insight Frontier
Investment Themes
Crest quantum Timber ridge Unison ridge Summit matrix
Investment Vehicles
Alpha Focus
Platform
Fusion Glacier
Services
Pathway Insight fusion Value Foundation Horizon Fusion Unison beacon Ember timber
Technology
Eagle crest Value horizon Radial radial Crest
Owner & Executives
JEFFREY MICHAEL EULBERG
DIRECTOR OF WEALTH MANAGEMENT, Owner, Wealth Advisor
- CRD
- #5749416
- Ownership
- 5% but less than 10%
(592) 777-4667
zenith.crest@northcapital.com
in linkedin.com/in/legacy-pathway
TYLER BRADLEY HAY
Chief Executive Officer, Partner
- CRD
- --
- Ownership
- 5% but less than 10%
(612) 333-4276
crest.signal@peakcapital.com
in linkedin.com/in/summit-summit
R
Radial pioneer
Foundation value
- CRD
- #14913
- Ownership
- 32.8%
(269) 438-2126
signal.value@unisoncapital.com
in linkedin.com/in/summit-crest
Showing 2 of 9 owners & executives
Unlock allContacts
Joshua Thomas Bilisko
Portfolio Associate
- CRD
- #7295532
(282) 302-6316
bridge.meridian@signalcapital.com
in linkedin.com/in/radial-catalyst
ELIZABETH Z. BLASINGAME
Senior Wealth Consultant
- CRD
- #5150312
(459) 687-4491
glacier.catalyst@vitalcapital.com
in linkedin.com/in/value-insight
A
Alpha peak
Signal bridge bridge
- CRD
- #91430
(878) 440-3375
element.fusion@wavecapital.com
in linkedin.com/in/unison-vector
Showing 2 of 30 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,167,361,282 | $2,122,405 |
| Non-Discretionary | $17,742,989 | $657,148 |
| Total | $7,185,104,271 | $2,110,783 |
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Separately Managed Accounts
Total SMA Asset: $6,950,299,819
Equity - Exchange:
9.7% Public Funds:
14.9% Corporate - Investment Grade:
6.1% Private Funds:
11.7% Corporate - Non-Investment Grade:
21.9% Cash:
17.4% Municipal Bonds:
12.2% U.S. Government/Agency:
6.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $476,076,966 | 9.7% |
| Public Funds | $731,293,484 | 14.9% |
| Corporate - Investment Grade | $299,388,608 | 6.1% |
| Private Funds | $574,237,165 | 11.7% |
| Corporate - Non-Investment Grade | $1,074,854,181 | 21.9% |
| Cash | $853,993,733 | 17.4% |
| Municipal Bonds | $598,777,215 | 12.2% |
| U.S. Government/Agency | $299,388,609 | 6.1% |
| Total | $4,908,009,961 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK SUMMIT FOUNDATION | MERIDIAN EMBER | O26QV6PP1 | BAZYW | 5.53% | $29,033,160 |
| VERTEX CREST | WAVE INSIGHT | 1JN1R8D48 | CQEQ | 2.39% | $108,925,330 |
| RADIAL HORIZON FUSION | MOMENTUM PIONEER | 7I17Q8GA6 | KABQ | 4.86% | $5,261,843 |
| ZENITH EAGLE | LEGACY TIMBER | VLI8FRQ4I | MLXQ | 6.07% | $29,068,257 |
| VERTEX INSIGHT FUSION | BRIDGE CATALYST | NO1QXRSYV | LUNCV | 7.63% | $111,412,433 |
| FOCUS RIDGE HARBOR | PRIME FOCUS | 92Y9GJFVB | REY | 9.78% | $110,370,497 |
| RADIAL LEGACY | PEAK DELTA | LI360WSKT | HWR | 7.02% | $95,674,819 |
| PEAK EAGLE | ZENITH FRONTIER | 2UZV9YYFX | LSW | 8.60% | $37,645,906 |