Form D · Private Equity Fund

Ivy Evergreen Fund Offshore, LP

Charleston, SC · CIK 0002021384

Offering snapshot reported May 14, 2025 · SEC filing

Reported sold
$2.04M
Indefinite offering
Investors reported
10
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 1, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 10

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 14, 2025Amendment$2,043,104No comparison10SEC filing
May 13, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-513115

Source: Form D, filed May 14, 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 OFFSHORE, LP

Investment adviser: IVY EVERGREEN, LLC

Gross asset value
$3.43M
Beneficial owners
14
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 805-4203982369

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
NameReported 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