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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

EVERGREEN PACIFIC PARTNERS MANAGEMENT COMPANY, INC.

CRD 160783

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b0900ea-0e72-2b19-e7e5-ed9db32b75ee

Data as of Mar 28, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 2
Observed: Feb 10, 2012 to Mar 28, 2018
8 observations

Across DFX

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

Private Equityidentity

Evergreen Pacific Partners Management Company, Inc.

Private equity manager · cited, shared crd

Allocatorsidentity

Evergreen Pacific Partners Management Company, Inc.

Manager with allocator commitments · cited, shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $277MItem 5.F on the latest filing (2018-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $277M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $277Mgross asset value as reported per fund; never fund size
Custody, client assets: $277M
SEC number: 801-73332
CRD: 160783
Filings on the tape: 8
First filed: Feb 10, 2012
Latest filed: Mar 28, 2018
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EVERGREEN PACIFIC PARTNERS II, L.P.	Private Equity Fund	$61.9M	Mar 23, 2022	45	Feb 10, 2012	reported	021-118630
EVERGREEN PACIFIC PARTNERS, L.P.	Private Equity Fund	$30.0M	Mar 23, 2022	54	Feb 10, 2012	reported	021-64466

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERNARDEZ, TIMOTHY, DILLON	CO-PRESIDENT	C	yes	02/2004	Feb 10, 2012	Mar 28, 2018
BRILLON, TIMOTHY, JAY	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	Na	yes	03/2012	Feb 10, 2012	Mar 28, 2018
MCGILL, THOMAS, JAMES	CO-PRESIDENT	C	yes	02/2004	Feb 10, 2012	Mar 28, 2018
NIBARGER, MICHAEL, ANTHONY	SECRETARY AND VICE PRESIDENT	C	yes	02/2004	Feb 10, 2012	Mar 28, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EVERGREEN PACIFIC PARTNERS GP, LLC	n/a	n/a	n/a	N	yes	n/a
EVERGREEN PACIFIC PARTNERS II GP, L.P.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 28, 2018	$277M	$277M	4	4	0	2	$277M
2016	Mar 29, 2017	$307M	$307M	8	8	n/a	2	$307M
2015	Mar 30, 2016	$700M	$700M	8	8	n/a	2	$700M
2014	Mar 30, 2015	$700M	$700M	10	10	n/a	2	$700M
2013	Mar 28, 2014	$700M	$700M	10	10	n/a	2	$700M
2012	Apr 1, 2013	$700M	$700M	9	9	n/a	2	$700M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$277M	$307M	-9.7%	$700M	-26.6%	4	8	0	n/a

Relationships

Advises (2)

→ EVERGREEN PACIFIC PARTNERS, L.P.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ EVERGREEN PACIFIC PARTNERS II, L.P.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV

Controls (4)

← MCGILL, THOMAS, JAMESOwnerCO-PRESIDENT, ownership code C, individual
Feb 10, 2012 to presentfactForm ADV
← BRILLON, TIMOTHY, JAYOwnerCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 10, 2012 to presentfactForm ADV
← NIBARGER, MICHAEL, ANTHONYOwnerSECRETARY AND VICE PRESIDENT, ownership code C, individual
Feb 10, 2012 to presentfactForm ADV
← BERNARDEZ, TIMOTHY, DILLONOwnerCO-PRESIDENT, ownership code C, individual
Feb 10, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b0900ea-0e72-2b19-e7e5-ed9db32b75ee
First observed: Feb 10, 2012
Last observed: Mar 28, 2018 103 months ago
Source families: Federal regulator filings
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 PACIFIC PARTNERS MANAGEMENT COMPANY, INC.

CRD 160783

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b0900ea-0e72-2b19-e7e5-ed9db32b75ee

Data as of Mar 28, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EVERGREEN PACIFIC PARTNERS II, L.P.

Private Equity Fund

$61.9M

Mar 23, 2022

Feb 10, 2012

reported

021-118630

EVERGREEN PACIFIC PARTNERS, L.P.

Private Equity Fund

$30.0M

Mar 23, 2022

Feb 10, 2012

reported

021-64466

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNARDEZ, TIMOTHY, DILLON

CO-PRESIDENT

yes

02/2004

Feb 10, 2012

Mar 28, 2018

BRILLON, TIMOTHY, JAY

CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER

yes

03/2012

Feb 10, 2012

Mar 28, 2018

MCGILL, THOMAS, JAMES

CO-PRESIDENT

yes

02/2004

Feb 10, 2012

Mar 28, 2018

NIBARGER, MICHAEL, ANTHONY

SECRETARY AND VICE PRESIDENT

yes

02/2004

Feb 10, 2012

Mar 28, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVERGREEN PACIFIC PARTNERS GP, LLC

n/a

yes

n/a

EVERGREEN PACIFIC PARTNERS II GP, L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 28, 2018

$277M

2016

Mar 29, 2017

$307M

n/a

$307M

2015

Mar 30, 2016

$700M

n/a

$700M

2014

Mar 30, 2015

$700M

n/a

$700M

2013

Mar 28, 2014

$700M

n/a

$700M

2012

Apr 1, 2013

$700M

n/a

$700M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$277M

$307M

-9.7%

$700M

-26.6%

n/a