AltMountain

Evergen Equity 27, LP

Austin, TX · CIK 2033891
Emerging

Evergen Equity 27, LP is a private equity fund based in Austin, Texas. According to its most recent Form D, filed Jan 6, 2025, it has sold $24,432,960 of interests to 7 investors since its first sale in Dec 2024. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Morris Marcus; Evergen Equity 27 GP, LLC.

Total raised
$24,432,960Cumulative sales reported on Form D
Investors
7
First sale
Dec 13, 2024
Minimum investment
None set
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Morris Marcus; Evergen Equity 27 GP, LLC
Latest Form D
Jan 6, 2025

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Evergen Equity 27, LP

What is the minimum investment for Evergen Equity 27, LP?

Evergen Equity 27, LP's latest Form D, filed Jan 6, 2025, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Evergen Equity 27, LP?

Evergen Equity 27, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Evergen Equity 27, LP raised?

Evergen Equity 27, LP reports $24,432,960 sold from 7 investors on its Form D filed Jan 6, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is Evergen Equity 27, LP based?

Evergen Equity 27, LP is based in Austin, Texas.

When did Evergen Equity 27, LP launch?

Evergen Equity 27, LP reports its first sale in Dec 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).

Size compared with every private equity fund

Raised more than 74% of the 1,472 private equity funds based in Texas, and more than 54% of all 9,142 that report sales.

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