Alternative Investments

Purpose-Built Alternative Investment Funds

Why Alternative Investments

A compelling component of a long-term, diversified portfolio

Alternative investments provide access to venture capital, private equity, real estate, and private credit, asset classes largely reserved for institutional investors like large endowments and pension funds. Because participation requires meeting SEC accredited investor and/or qualified purchaser standards, most individual investors never gain access at all. Alternative investments also respond to company- and project-specific factors rather than the broader market, which is why they can behave differently than stocks and bonds, offering real diversification, not just more of the same exposure.

Investment Sectors

Each Evergreen Ventures fund is built around a single asset class, so both the strategy and the risk stay clear and intentional

Venture Capital

Capital provided to early-stage companies with high growth potential, in exchange for equity.

Private Equity

Capital used to acquire and improve companies, typically with the goal of selling at a profit.

Real Estate

Investments that generate returns through rental income, appreciation, or development.

Private Growth

Non-bank loans to companies, in exchange for interest payments and structured repayment terms.

The Evergreen Ventures Advantage

Offering opportunistically constructed private fund investments

Sourced Through Our Network

Access to top-tier private funds is often invite-only, reserved for investors with scale and established relationships. Our Ventures team and the partners we work with across the Pacific Northwest give clients access to opportunities, expertise, and capital that would otherwise be out of reach.

Rigorous Research, Deliberate Timing

Every fund starts with research, not a hunch. We complete deep due diligence on market trends, managers, and structure before committing client capital. Each fund is launched with a specific objective, timed to what we believe is the right moment in that market.

Institutional-Caliber Access

Large endowments have long used private markets to diversify beyond stocks and bonds. A 2025 survey by the National Association of College and University Business Officers found that endowments managing over $5 billion allocate more than half their portfolios to alternative asset classes.¹ Evergreen Ventures gives qualified investors access to that same category of opportunity, without the scale or insider network those institutions have built over decades.

*Investing in alternative investments often requires you to be an accredited investor and/or a qualified purchaser.