Form D · Hedge Fund
COMMON SENSE EVERGREEN FUND, LP
Portland, OR · CIK 0001623807
Offering snapshot reported Nov 17, 2014 · SEC filing
- Reported sold
- $35.5M Indefinite offering
- Investors reported
- 17 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Nov 1, 2014 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 17, 2014 | Initial | $35,494,514 | No comparison | 17 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-228456
The Total Amount Sold and the Number of Investors reflect only sale to US Investors. Redemptions and/or withdrawals are not taken into consideration.
Limited Partnership Interests. The minimum amount reflected in Item 11 may be waived at the discretion of the General Partner of the Issuer.
Source: Form D, filed Nov 17, 2014. 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
COMMON SENSE EVERGREEN FUND, LP
Investment adviser: FORT ROCK ASSET MANAGEMENT, LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Jul 6, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 933463 · Jul 6, 2015 · Schedule D 7.B.(1), fund 805-1076746291
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.
| Name | Reported role |
|---|---|
| N/A Common Sense Evergreen Advisors, Llc | Executive, Promoter |
| N/A Common Sense Investment Management, Llc | Executive, Promoter |
| Jonathan Gane | Executive, Promoter |
| Kristi Leake | Executive, Promoter |
| Marc Lorin | Executive, Promoter |
| Michael Wietecki | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Portland, OR, 97224