Evergen Equity 5, LP is a private equity fund based in Austin, Texas. According to its most recent Form D, filed Aug 23, 2022, it has sold $3,900,000 of interests to 14 investors since its first sale in Aug 2022. 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. Related persons named in the filing include Evergen Equity 5 GP, LLC; Morris Marcus.
- Total raised
- $3,900,000Cumulative sales reported on Form D
- Investors
- 14
- First sale
- Aug 11, 2022
- 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
- Evergen Equity 5 GP, LLC; Morris Marcus
- Latest Form D
- Aug 23, 2022
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 5, LP
What is the minimum investment for Evergen Equity 5, LP?
Evergen Equity 5, LP's latest Form D, filed Aug 23, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Evergen Equity 5, LP?
Evergen Equity 5, 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 5, LP raised?
Evergen Equity 5, LP reports $3,900,000 sold from 14 investors on its Form D filed Aug 23, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Evergen Equity 5, LP based?
Evergen Equity 5, LP is based in Austin, Texas.
When did Evergen Equity 5, LP launch?
Evergen Equity 5, LP reports its first sale in Aug 2022.
Size compared with every private equity fund
Raised more than 59% of the 1,406 private equity funds based in Texas, and more than 32% of all 8,889 that report sales.