The Evergreen Advantage Management, Inc. (Santa Monica)

The Evergreen Advantage Management, Inc. is an adviser based in Santa Monica. It manages $204.32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

The Evergreen Advantage Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Evergreen Advantage Management: assets under management

The assets under management (AUM) of The Evergreen Advantage Management, Inc. is $204.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $204.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $204.32 million each.

The Evergreen Advantage Management has custody of $204.32 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Evergreen Advantage Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients The Evergreen Advantage Management serves?

The only and largest group of clients of The Evergreen Advantage Management is pooled investment vehicles with 1 clients and $204.32 million of assets under management. Among the 8 most similar advisory firms, The Evergreen Advantage Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $204.32 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

The Evergreen Advantage Management doesn't advise any private funds.

Careers at The Evergreen Advantage Management, Inc.

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel (Nmn) Zuckerman	President and chief compliance officer	1 Jun 2009	25% - 50%	6144086
Steve Robert Adler	Vice president	1 Jun 2009	25% - 50%	6144088
Jesse (Nmn) Brunner	Vice president	1 Jun 2009	25% - 50%	6144089
Maurice Abraham Singer	Vice president	1 Jun 2009	25% - 50%	3218018
Daniel Zuckerman	President and chief compliance officer	1 Jun 2009	25% - 50%	6144086
Jesse Brunner	Vice president	1 Jun 2009	25% - 50%	6144089
Maurice Singer	Vice president	1 Jun 2009	25% - 50%	3218018

Based in Santa Monica

The principal office where The Evergreen Advantage Management, Inc. performs its advisory services is located at 1424 Fourth St., Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-587-3500 or by fax 310-587-3544. The normal business hours are 9am - 5pm on Monday - Friday.