Form D · Hedge Fund

Evergreen Eagle Partners, L.P.

Lebanon, MO · CIK 0001588020

Offering snapshot reported Sep 30, 2014 · SEC filing

Reported sold: $7.71M
Investors reported: 11
Minimum accepted: $0
First sale: Sep 27, 2013

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$0 → $7,710,000
Reported investors0 → 11

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 30, 2014	Amendment	$7,710,000	$7,710,000vs Oct 1, 2013	11	SEC filing
Oct 1, 2013	Initial	$0	No comparison	0	SEC 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: 021-203780

Source: Form D, filed Sep 30, 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

EVERGREEN EAGLE PARTNERS, LP

Investment adviser: EVERGREEN EAGLE CAPITAL MANAGEMENT, LLC

Gross asset value: $7.2M
Beneficial owners: 12
ADV minimum commitment: $100K

Reported in Form ADV on Nov 25, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor BKD, LLP SPRINGFIELD, Missouri, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

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

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 959082 · Nov 25, 2015 · Schedule D 7.B.(1), fund 805-1372479760

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
N/A Evergreen Eagle Capital, Llc	Director
Stephen Plaster	Promoter
Larry Weis	Promoter
Nicholas Weis	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2100 Evergreen Parkway
Lebanon, MO, 65536