Form D · Private Equity Fund
Evergreen 40 LLC
Denver, CO · CIK 0001603073
Offering snapshot reported Apr 8, 2014 · SEC filing
- Reported sold
- $278M Offering amount: $278M
- Investors reported
- 23 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Mar 27, 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 |
|---|---|---|---|---|---|
| Apr 8, 2014 | Initial | $278,180,000 | No comparison | 23 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-215118
Source: Form D, filed Apr 8, 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
M2072
Investment adviser: T. ROWE PRICE ASSOCIATES, INC.
- Gross asset value
- $1.34M
- Beneficial owners
- 13
- ADV minimum commitment
- $100K
Reported in Form ADV on Jul 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE MORAN
PCAOB 6581
Filing source
Form ADV 2115641 · Jul 6, 2026 · Schedule D 7.B.(1), fund 805-3239772484
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 |
|---|---|
| Merial Currier | Director |
| Gates Capital Partners, Llc Gates Capital Partners, Llc | Executive |
| J. Landis Martin | Director |
| Marshall F. Wallach | Director, Executive |
| Diane Gates Wallach | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Denver, CO, 80209