Form D · Private Equity Fund

BASEPOINT INCOME SOLUTIONS EVERGREEN FUND L.P.

New York, NY · CIK 0001945237

Offering snapshot reported Nov 18, 2025 · SEC filing

Reported sold: $456M
Investors reported: 500
Minimum accepted: $0
First sale: Sep 1, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$218,822,943 → $455,761,781
Reported investors309 → 500

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 18, 2025	Amendment	$455,761,781	$236,938,838vs Nov 18, 2024	500	SEC filing
Nov 18, 2024	Amendment	$218,822,943	$83,807,494vs Nov 17, 2023	309	SEC filing
Nov 17, 2023	Amendment	$135,015,449	$109,405,817vs Nov 21, 2022	182	SEC filing
Nov 21, 2022	Amendment	$25,609,632	No comparison	21	SEC filing
Sep 1, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-457765

The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.

Such fees are to be paid upon sale of interests to certain investors based on established fee schedule. Amounts shown apply to the Issuer and certain affiliated fund vehicles.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
RBC CAPITAL MARKETS, LLC	31194

Source: Form D, filed Nov 18, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BASEPOINT INCOME SOLUTIONS EVERGREEN FUND LP

Investment adviser: BASEPOINT ADVISORS LLC

Gross asset value: $564M
Beneficial owners: 600
ADV minimum commitment: $100K

Reported in Form ADV on Jun 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HEDGESERV (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GRAND CAYMAN BWI, Cayman Islands

Custodian INSPIRA FINANCIAL TRUST LLC OAK BROOK, Illinois, United States Related to adviser: No

Marketer RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS
PCAOB 1266

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 801-13059

Filing source

Form ADV 2109620 · Jun 1, 2026 · Schedule D 7.B.(1), fund 805-8765701561

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Angela Kay	Executive, Promoter
Eric Schneider	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

75 Rockefeller Plaza 16 Th Floor, Suite 16 C
New York, NY, 10019