Evans Cook LLC
Evans Cook LLC is a private fund (investment partnership) organized in Florida, United States and advised by Successful Portfolios LLC. Its adviser reported $4,919,598 in gross assets for the fund on Form ADV, filed Mar 26, 2024. It reported 6 beneficial owners. The minimum investment it accepts is $10,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $4,919,598As reported on Form ADV
- Beneficial owners
- 6
- Minimum investment
- $10,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private fundINVESTMENT PARTNERSHIP
- Domicile
- Florida, United States
- Prime broker
- Interactive Brokers LLC
- Custodian
- Interactive Brokers LLC; JP Morgan Chase Bank
- Adviser
- Successful Portfolios LLC · Clearwater, FL · CRD 152429
- Reported on
- Mar 26, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Evans Cook LLC
What is the minimum investment for Evans Cook LLC?
According to its adviser's Form ADV filed Mar 26, 2024, the minimum investment Evans Cook LLC accepts is $10,000.
Who can invest in Evans Cook LLC?
Evans Cook LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is Evans Cook LLC?
Its adviser reported $4,919,598 in gross assets on Form ADV filed Mar 26, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Evans Cook LLC?
Evans Cook LLC is advised by Successful Portfolios LLC, based in Clearwater, FL.