Form D · Private Equity Fund

Ivy Evergreen Fund, LP

Charleston, SC · CIK 0002021386

Offering snapshot reported May 13, 2025 · SEC filing

Reported sold: $7.41M
Investors reported: 28
Minimum accepted: $50K
First sale: May 9, 2023

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$3,285,000 → $7,411,656
Reported investors8 → 28

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 13, 2025	Amendment	$7,411,656	$4,126,656vs May 13, 2024	28	SEC filing
May 13, 2024	Initial	$3,285,000	No comparison	8	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: 021-513121

Source: Form D, filed May 13, 2025. 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

IVY EVERGREEN FUND, LP

Investment adviser: IVY EVERGREEN, LLC

Gross asset value: $12.1M
Beneficial owners: 35
ADV minimum commitment: $250K

Reported in Form ADV on May 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS LLC CHARLESTON, South Carolina, United States

Custodian SYNOVUS BANK COLUMBUS, Georgia, United States Related to adviser: No

Provider details

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

ELLIOTT DAVIS LLC
PCAOB 149

SYNOVUS BANK
LEI DX0JX77PRMOELF7VG772

Filing source

Form ADV 2108971 · May 29, 2026 · Schedule D 7.B.(1), fund 805-8919754001

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 Ivy Evergreen, Llc	Executive
N/A Ivy Evergreen Partners Gp, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

158 Meeting Street Floor 2
Charleston, SC, 29401