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Chief Operations and Technology Officer, Executive VP · Evergreen Capital Associates LLC

Edward K. Chan

CRD 1864142 · Named on Form ADV at one SEC-registered adviser

At a glance

Evergreen Capital Associates LLC, an SEC-registered private fund adviser based in Plainsboro, NJ with $244 million in regulatory assets, lists Edward K. Chan on its Form ADV as Chief Operations and Technology Officer, Executive VP, a control person.

Firms and roles

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Philip L. YangChairman & Chief Investment Officer, Evergreen Capital Associates LLC
  • Michael Y. GanExecutive Vice President & Director, Evergreen Capital Associates LLC
  • Virginia M LoebelChief Administrative Officer, Evergreen Capital Associates LLC
  • Jack C YuenPresident and Director, Evergreen Capital Associates LLC
  • Sandy ChanManaging Director of Accounting, Evergreen Capital Associates LLC

2 more people named with Edward on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.