Evergreen Gavekal
Overview
Evergreen Gavekal is an independent registered investment advisor (RIA) founded in 1983, providing comprehensive wealth management solutions to high-net-worth individuals, families, and institutions. The firm offers a range of services, including investment management, financial planning, tax consulting, and family office services, all under one roof. With offices along the West Coast, including Bellevue, Portland, and the San Francisco Bay Area, Evergreen Gavekal serves clients across the United States. The firm's investment approach is multifaceted, encompassing private equity, venture capital, real estate, and private credit. Evergreen Gavekal's investment strategy spans various stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyouts, turnarounds, and distressed assets. This diversified approach allows the firm to tailor its investment solutions to meet the unique needs and objectives of its clients. With a commitment to personalized service and a fiduciary responsibility, Evergreen Gavekal strives to align clients' financial goals with their values, ensuring a lasting legacy. The firm's leadership emphasizes succession planning, aiming to manage multi-generational wealth effectively. As of September 30, 2025, Evergreen Gavekal managed approximately $6.8 billion in assets, reflecting its growth and the trust placed in its services by clients seeking comprehensive wealth management solutions.
Investment Focus
- High net-worth individuals
- Families
- Endowments
- Foundations
- Businesses
Reach Evergreen Gavekal directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Evergreen Gavekal
What sectors does Evergreen Gavekal invest in?
Evergreen Gavekal invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Bellevue, Washington, United States. Evergreen Gavekal is listed as a private investment firm in the ConnectSafely investor database.
What stage does Evergreen Gavekal invest at?
Evergreen Gavekal backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Evergreen Gavekal invest in?
Evergreen Gavekal invests across United States.
Who are the partners at Evergreen Gavekal?
Team members listed for Evergreen Gavekal include Jeff Dicks (Chief Investment Officer, Partner) and Wyatt Hay (Chief Compliance Officer).
How do I contact Evergreen Gavekal?
Evergreen Gavekal's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
