Form D · Hedge Fund

EQUITAS EVERGREEN FUND LP

New Orleans, LA · CIK 0001264395

Offering snapshot reported Apr 5, 2022 · SEC filing

Reported sold
$73.4M
Indefinite offering
Investors reported
22
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$36.7M$73.4MDec 31, 2015: $60,680,358.00Dec 31, 2015Feb 7, 2017: $61,180,358.00Feb 9, 2018: $61,180,358.00Feb 7, 2019: $66,410,617.00Feb 6, 2020: $67,718,270.00Feb 5, 2021: $69,379,270.00Apr 5, 2022: $73,363,494.00Apr 5, 2022

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$67,718,270 → $73,363,494
  • Reported investors14 → 22

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 5, 2022Amendment$73,363,494$5,645,224vs Feb 6, 202022SEC filing
Feb 5, 2021Amendment$69,379,270$1,661,000vs Feb 6, 202016SEC filing
Feb 6, 2020Amendment$67,718,270$1,307,653vs Feb 7, 201914SEC filing
Feb 7, 2019Amendment$66,410,617$5,230,259vs Feb 9, 201812SEC filing
Feb 9, 2018Amendment$61,180,358$0vs Feb 7, 201719SEC filing
Feb 7, 2017Amendment$61,180,358$500,000vs Dec 31, 201519SEC filing
Dec 31, 2015Initial$60,680,358No comparison18SEC filing
Jul 14, 2010Amendment$279,585,773$2,608,757vs Jul 27, 200987SEC filing
Jul 27, 2009Amendment$276,977,016No comparison87SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-254307

Source: Form D, filed Apr 5, 2022. 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

EQUITAS EVERGREEN FUND, L.P.

Investment adviser: EQUITAS CAPITAL ADVISORS,LLC

Gross asset value
$45M
Beneficial owners
26
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNER AMPER NEW YORK, New York, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNER AMPER
PCAOB 274

PERSHING LLC
SEC 8-17574

Filing source

Form ADV 2082387 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-2097053677

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
NameReported role
N/A Equitas Partners, Llc Executive, Promoter
David S. Thomas, Jr. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Canal Place, 365 Canal Street Suite 3050
New Orleans, LA, 70130