Stay Informed With Us
Evergreen Investment Funds:
​
“Evergreen” has also come to refer to the structure of some hedge funds, private equity funds, or venture capital funds. Traditionally, investments in such funds offered investors very little flexibility. One’s investment was tied up in what is known as a closed-ended fund for several years. However, in recent years, many private equity investment firms have begun to offer their clients open-ended funds that offer greater flexibility to investors.
Such funds are set up so that investors have the option to cash out or re-allocate their investment funds periodically, even though the investment firm is still maintaining investments in the fund’s portfolio companies.
Evergreen funds also offer increased flexibility to the investment firms, as they can continue to raise investment capital for the fund on an ongoing basis. These funds exist as ongoing investment enterprises rather than having a specified end date.
Portfolio
200
Years
Experience
6
Multiple
Markets
4
Advisors
Strategic
Our Team
Our team of experienced professionals is dedicated to delivering exceptional investment strategies and personalized advice to help you achieve your financial goals.
Co-Founder & Managing Partner
Jeff L. Livingston
27+ years of active development with 30+ projects providing proprietary deal flow and execution expertise in top-tier growth markets.
Capital Markets & Acquisitions
Chandler Wheeler
Deep capital markets relationships and deal sourcing infrastructure ensuring consistent proprietary transaction flow and execution speed.
Investor Relations & Securities
Jeremiah Householder
Securities expertise and institutional wealth management frameworks ensuring compliant investor communications and service protocols.
Strategic Partnerships & Branding
Vincent Butta
Three decades of business leadership delivering institutional credibility, strategic vision, and access to non-traditional capital networks.
Head of Fund Operations
Shane Durkee
30+ years structuring institutional debt and equity solutions with specialized expertise in regulated fund operations and compliance frameworks.
Capital Formation
Jason Householder
Elite business development capabilities with differentiated access to healthcare professional networks representing significant underserved wealth.
Operating & Portfolio Management
Kristien Van Hecke
Fortune-level strategic analysis combined with 100+ completed projects and 15+ syndications providing operational oversight and portfolio value protection.
Co-founder & Strategic Genius
Barton Lord
In memory of Barton Lord.
A visionary partner and cherished friend whose intellect, integrity, and passion for learning remain at the heart of everything we build.