Organization · Family Office
Evergreen Gavekal
Evergreen Gavekal is an independent registered investment advisor based in Bellevue, Washington, specializing in comprehensive wealth management for high-net-worth individuals and families.
Overview
What Evergreen Gavekal does
What Evergreen Gavekal is
Evergreen Gavekal is an independent registered investment advisor based in Bellevue, Washington, specializing in comprehensive wealth management for high-net-worth individuals and families.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Family Office
- Founded
- Founded in 1983
- Approximate age
- About 43 years
- Structured capabilities
- Funder
- Last reviewed
- March 26, 2026
Official channels
Find Evergreen Gavekal elsewhere
Open the official website or a supported primary organization account.
Capability profile
Evergreen Gavekal as a funder
Investment thesis
Evergreen Gavekal specializes in wealth management for high net-worth individuals and families, focusing on comprehensive financial solutions and alternative investments.
Focus narrative
Evergreen Gavekal specializes in wealth management for high net-worth individuals and families, particularly those with over $20 million in investable assets. Their services encompass private wealth management, family office services, tax planning, alternative investments, and macroeconomic research. The firm also operates an alternative investment division, Evergreen Ventures, which focuses on non-public investments in real estate, venture capital, private equity, and private credit.
Value beyond capital
Evergreen Gavekal offers tailored programs and services, including family office services for ultra-high-net-worth families, alternative investment opportunities through Evergreen Ventures, and financial planning services that adapt to life transitions, retirement, and estate planning.
Terms and economics
- Typical check
- $20,000,000
Focus and fit
- Regions
- North AmericaUnited States
Availability
- Currently deploying
- Not published
Portfolio and track record
Portfolio context
Evergreen Gavekal has worked with various notable clients, including high-net-worth individuals and families, as well as businesses in the technology and finance sectors. Specific case studies highlight their involvement in managing significant wealth transitions, such as assisting clients with post-exit lifestyle planning, private opportunities research, and minority shareholder liquidity events.
Common questions
What to know about Evergreen Gavekal
Upseed classifies Evergreen Gavekal under the Family Office organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 26, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.