Form D · Insurance
Evergreen Annuity Co
Ann Arbor, MI · CIK 0001962405
Offering snapshot reported Feb 2, 2023 · SEC filing
- Reported sold
- $600K Offering amount: $3M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jan 31, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 2, 2023 | Initial | $600,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $21.3K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-472483
SAFEs
Fee and common shares each equal to 5% of amount invested as a result of solicitation by Pickwick and 2.5% of amount invested as a result of the Company's efforts.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Pickwick Capital Partners, LLC | 130672 |
Source: Form D, filed Feb 2, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Mackenzie Chrystal | Executive |
| Anthony Cloutier | Executive |
| Lonie Moore | Executive |
| Jasnik Parmar | Director, Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
2232 S. Main St. Ste 541
Ann Arbor, MI, 48103
Ann Arbor, MI, 48103