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Private equityFirmreal estate pe · probableupper middle market

Evergreen Investment Advisors

Private Equity

Chicago, IL

Evergreen builds, partners with, and scales specialised real estate operating companies globally.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4c831b08-aa3a-4bac-a26e-4ac29f231e34

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 13
On other graphs: 2
Observed: Sep 13, 2026 to Sep 13, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Evergreen Investment Advisors

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

EVERGREEN INVESTMENT ADVISORS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 5
PE funds: 5
Vintages: 2020 to 2020
PE GAV, 2024 filing: $11Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $11B
Investments: 15
Active investments: 0
Size band: UPPER MIDDLE MARKETderivedproxy: $10.63bn Private Equity Fund GAV on the Form ADV filed 2024-04-29
Stated sectors: real_estate,consumer,industrials
Latest ADV filing: Apr 29, 2024
Employees (ADV): 45
Website: evergreen.net

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Evergreen Australia LP	2020	Mature	Private Equity Fund	n/a	$665M
Evergreen Venture Investors LLC	2020	Active deployment	Private Equity Fund	n/a	$43.8M
The European Investment Properties Limited Partnership	n/a	Wound down	Private Equity Fund	n/a	$2.3M
Euroinvest Property Partners LP	n/a	Wound down	Private Equity Fund	n/a	$321M
Evergreen Real Estate Partners LLC	n/a	Mature	Private Equity Fund	n/a	$9.9B

Investments

Company	State	Role	Control	Invested	Exited	Status
Lock Up Self Storage	n/a	unknown	unknown	n/a	n/a	unknown
NorthStar Memorial Group	n/a	unknown	unknown	n/a	n/a	unknown
Kitson & Partners	n/a	unknown	unknown	n/a	n/a	unknown
Centerscape	n/a	unknown	unknown	n/a	n/a	unknown
Raintree Partners	n/a	unknown	unknown	n/a	n/a	unknown
Urbanest London	n/a	unknown	unknown	n/a	n/a	unknown
Pelican Self Storage	n/a	unknown	unknown	n/a	n/a	unknown
Essential Living	n/a	unknown	unknown	n/a	n/a	unknown
Quraz	n/a	unknown	unknown	n/a	n/a	unknown
GoodStorage	n/a	unknown	unknown	n/a	n/a	unknown
Vila 11	n/a	unknown	unknown	n/a	n/a	unknown
Cws	n/a	unknown	unknown	n/a	n/a	unknown
Whittier Woods	n/a	unknown	unknown	n/a	n/a	unknown
Urbanest Australia (Divested)	n/a	unknown	unknown	n/a	n/a	unknown
Extra MSA (Divested)	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Invested in (15)

→ Urbanest Australia (Divested)Companyunknown
factThe subject's own site
→ CWSCompanyunknown
factThe subject's own site
→ Whittier WoodsCompanyunknown
factThe subject's own site
→ Extra MSA (Divested)Companyunknown
factThe subject's own site
→ Lock Up Self StorageCompanyunknown
factThe subject's own site
→ NorthStar Memorial GroupCompanyunknown
factThe subject's own site
→ Kitson & PartnersCompanyunknown
factThe subject's own site
→ CenterscapeCompanyunknown
factThe subject's own site
→ Raintree PartnersCompanyunknown
factThe subject's own site
→ Urbanest LondonCompanyunknown
factThe subject's own site
→ Pelican Self StorageCompanyunknown
factThe subject's own site
→ Essential LivingCompanyunknown
factThe subject's own site
→ QurazCompanyunknown
factThe subject's own site
→ GoodStorageCompanyunknown
factThe subject's own site
→ Vila 11Companyunknown
factThe subject's own site

Employs (4)

→ Garret Claude HousePersonCeo
Mar 1, 2005 to presentfactForm ADV
→ Andrew James MallerisPersonChief Compliance Officer
Jan 1, 2021 to presentfactForm ADV
→ Daniel Paul PoehlingPersonChief Operating Officer
Jan 1, 2021 to presentfactForm ADV
→ Cyrus Robert HeatonPersonChief Compliance Officer
Mar 1, 2005 to Mar 24, 2021inferenceForm ADV

Manages (5)

→ Evergreen Venture Investors LLCFundPrivate Equity Fund
Mar 27, 2020 to presentfactForm ADV
→ The European Investment Properties Limited PartnershipFundPrivate Equity Fund
Mar 28, 2012 to presentfactForm ADV
→ Evergreen Real Estate Partners LLCFundPrivate Equity Fund
Mar 28, 2012 to presentfactForm ADV
→ Euroinvest Property Partners LPFundPrivate Equity Fund
Mar 28, 2012 to presentfactForm ADV
→ Evergreen Australia LPFundPrivate Equity Fund
Mar 27, 2020 to presentfactForm ADV

Owns (1)

← M3 Capital Partners LLCFirmOwner
Mar 1, 2005 to presentfactForm ADV

Dated events

7 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 14, 2025
Firm news
Kitson 14 August 2025 FGCU, Babcock to construct living laboratory on ranch site Construction site on State Road 31, where the new academic building follows the official partnership between FGCU and Babcock Ranch.
The subject's own siteobserved 5 days ago
Occurred
Jul 14, 2025
Firm news
Lock Up 14 July 2025 Kilohana Square shopping center sells to self-storage company for $9.7M Kilohana Square on Kapahulu Ave sells for $9.7M to The Lock Up Self Storage, which plans to build a storage facility within two years.
The subject's own siteobserved 5 days ago
Occurred
Mar 24, 2021
Person left
Cyrus Robert Heaton (Chief Compliance Officer) no longer on Schedule A of Evergreen Investment Advisors
Form ADVobserved 5 days ago
Occurred
Jan 1, 2021
Person joined
Daniel Paul Poehling joined Schedule A of Evergreen Investment Advisors as Chief Operating Officer
Form ADVobserved 5 days ago
Occurred
Jan 1, 2021
Person joined
Andrew James Malleris joined Schedule A of Evergreen Investment Advisors as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 28, 2012
Adviser first adv filing
Evergreen Investment Advisors first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 7 bookkeeping events

Occurred
Mar 27, 2020
Evergreen Australia LP first reported on Form ADV by Evergreen Investment Advisors (Private Equity Fund), GAV $665,000,000
Occurred
Mar 27, 2020
Evergreen Venture Investors LLC first reported on Form ADV by Evergreen Investment Advisors (Private Equity Fund)
Occurred
Mar 25, 2019
Fund 805-6057163697 no longer reported on Form ADV by Evergreen Investment Advisors
Occurred
Mar 29, 2016
Fund 805-5420470928 no longer reported on Form ADV by Evergreen Investment Advisors
Occurred
Mar 28, 2012
The European Investment Properties Limited Partnership first reported on Form ADV by Evergreen Investment Advisors (Private Equity Fund), GAV $69,765,000
Occurred
Mar 28, 2012
Evergreen Real Estate Partners LLC first reported on Form ADV by Evergreen Investment Advisors (Private Equity Fund), GAV $2,787,608,525
Occurred
Mar 28, 2012
Euroinvest Property Partners LP first reported on Form ADV by Evergreen Investment Advisors (Private Equity Fund), GAV $403,540,061

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Garret Claude House (Ceo), Andrew James Malleris (Chief Compliance Officer), Daniel Paul Poehling (Chief Operating Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:4c831b08-aa3a-4bac-a26e-4ac29f231e34
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 5 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Evergreen Investment Advisors

Private Equity

Chicago, IL

Evergreen builds, partners with, and scales specialised real estate operating companies globally.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4c831b08-aa3a-4bac-a26e-4ac29f231e34

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.