Everstar Capital Appreciation Fund, LP
Everstar Capital Appreciation Fund, LP is a hedge fund based in Mooresville, North Carolina. According to its most recent Form D, filed Jul 31, 2026, the fund has sold $41,707,820 of interests to 79 investors since its first sale in Jul 2020. The minimum investment it accepts from an outside investor is $1. 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 Lee Larson; Everstar Capital Appreciation GP, LLC; Matthew Sauer.
Performance
No verified returns have been reported for this fund. As a rough guide, Everstar Asset Management, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +5.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q4 2024 to Q2 2026, the estimate is +11.5% (S&P 500: +30.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $41,707,820Cumulative sales reported on Form D
- Investors
- 79
- First sale
- Jul 8, 2020
- Minimum investment
- $1
- 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
- Lee Larson; Everstar Capital Appreciation GP, LLC; Matthew Sauer
- Latest Form D
- Jul 31, 2026
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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Everstar Capital Appreciation Fund, LP
What is the minimum investment for Everstar Capital Appreciation Fund, LP?
According to its latest Form D, filed Jul 31, 2026, the minimum investment Everstar Capital Appreciation Fund, LP accepts from an outside investor is $1.
Who can invest in Everstar Capital Appreciation Fund, LP?
Everstar Capital Appreciation Fund, 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 Everstar Capital Appreciation Fund, LP raised?
Everstar Capital Appreciation Fund, LP reports $41,707,820 sold from 79 investors on its Form D filed Jul 31, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Everstar Capital Appreciation Fund, LP based?
Everstar Capital Appreciation Fund, LP is based in Mooresville, North Carolina and is managed by Everstar Asset Management, LLC.
When did Everstar Capital Appreciation Fund, LP launch?
Everstar Capital Appreciation Fund, LP reports its first sale in Jul 2020.
Size compared with every hedge fund
Raised more than 65% of the 75 hedge funds based in North Carolina, and more than 43% of all 10,308 that report sales.