Form D · REITS and Finance
Evergreen Holdings REIT, LLC
San Fransisco, CA · CIK 0001957095
Offering snapshot reported Dec 15, 2022 · SEC filing
- Reported sold
- $83K Offering amount: $125K
- Investors reported
- 83 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Dec 8, 2022 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 |
|---|---|---|---|---|---|
| Dec 15, 2022 | Initial | $83,000 | No comparison | 83 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C.7, 3C
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-467478
5% of total amount sold
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
| Patrick Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Dec 15, 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
EVERGREEN HOLDINGS REIT, LLC
Investment adviser: BELVERON REAL ESTATE PARTNERS, LLC
- Gross asset value
- $72.7M
- Beneficial owners
- 5
- ADV minimum commitment
- $1K
Reported in Form ADV on Jun 18, 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
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NOVOGRADAC & COMPANY
PCAOB 474
JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1), fund 805-1027177631
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 |
|---|---|
| Paul T. Odland | Director, Executive |
| Michael Pence | Executive |
| Joshua Plattner | Director, Executive |
| Vladimir Shlafman | Executive |
| Bianca Vanin | Executive |
| Sam Walsh | Director |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:San Fransisco, CA, 94104