Ivy Evergreen, LLC is an SEC-registered investment adviser based in Charleston, SC that reports managing 3 hedge funds on Form ADV. It reports $155.0 million in regulatory assets under management. Its private funds, of all types, hold $155.0 million in gross assets.
- Regulatory assets under management
- $155.0 millionForm ADV Item 5.F
- Gross assets of private funds
- $155.0 millionAll private fund types, Form ADV
- Hedge funds managed
- 34 private funds in total
- Employees
- 13Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 324430
- Latest Form ADV
- 05/29/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (3)
Fund
First sale
Raised
Investors
Minimum
Offering
Ivy Evergreen Fund QP, LP
Charleston, SC
First saleDec 2022
Raised$66.4M
Investors133
Minimum$50K
Offering506(b)
Ivy Evergreen Fund, LP
Charleston, SCEmerging
First saleMay 2023
Raised$7.4M
Investors28
Minimum$50K
Offering506(b)
Ivy Evergreen Fund Offshore, LP
Charleston, SCEmerging
First saleOct 2024
Raised$2.0M
Investors10
Minimum$100K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures