Key facts
- IVY EVERGREEN, LLC is a private equity firm based in CHARLESTON, SC.
- IVY EVERGREEN, LLC has 3 funds on record, raising $75.8M across the 3 that report a size.
- IVY EVERGREEN, LLC reports $3.4M in regulatory assets under management across 4 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 324430- Regulatory AUM
- $3.4M
- Private fund assets
- $155.0M
- Private funds
- 4 · 1 private equity, 3 hedge
- Staff
- 13
- Registered office
- CHARLESTON, SC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for IVY EVERGREEN, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
3 recorded- Ivy Evergreen Fund Offshore, LP2024$2.0M
- Ivy Evergreen Fund, LP2024$7.4M
- Ivy Evergreen Fund QP, LP2024$66.4M
$75.8M raised across the 3 funds that report a size
Frequently asked
- What is IVY EVERGREEN, LLC's AUM?
- IVY EVERGREEN, LLC manages approximately $3.4M in assets.