Form D · Private Equity Fund

Hatteras Evergreen Private Equity Fund, LLC

Raleigh, NC · CIK 0001707410

Offering snapshot reported Jan 21, 2022 · SEC filing

Reported sold: $34.6M
Investors reported: 108
Minimum accepted: $50K
First sale: Oct 13, 2017

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 investors0 → 108

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 21, 2022	Amendment	$34,645,502	No comparison	108	SEC filing
Jan 25, 2021	Amendment	$32,877,511	No comparison	99	SEC filing
Jan 23, 2020	Amendment	$27,001,837	No comparison	84	SEC filing
Jan 24, 2019	Amendment	$23,177,314	No comparison	64	SEC filing
Oct 23, 2017	Amendment	Yet to sell	No comparison	0	SEC filing
Jun 15, 2017	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06c, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-288798

Source: Form D, filed Jan 21, 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

HATTERAS EVERGREEN PRIVATE EQUITY FUND, LLC

Investment adviser: HATTERAS INVESTMENT PARTNERS, LP

Gross asset value: $100
Beneficial owners: 87
ADV minimum commitment: $250K

Reported in Form ADV on Sep 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA PC. RALEIGH, North Carolina, United States

Custodian U.S. BANK, N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No

Marketer HATTERAS CAPITAL DISTRIBUTORS, LLC RALEIGH, North Carolina, United States Related to adviser: Yes

Provider details

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

BDO USA PC.
PCAOB 243

HATTERAS CAPITAL DISTRIBUTORS, LLC
CRD 143365 · SEC 8-67555

Filing source

Form ADV 2131618 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-8588586619

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
R. Lance Baker	Executive
N/A Hatteras Funds, Lp	Promoter
N/A Hatteras Investment Partners	Promoter
David Brien Perkins	Executive
Allison Zollicoffer	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

8510 Colonnade Center Drive Suite 150
Raleigh, NC, 27615