Form D · Private Equity Fund

Ivy Evergreen Fund QP, LP

Charleston, SC · CIK 0002021385

Offering snapshot reported May 13, 2025 · SEC filing

Reported sold
$66.4M
Indefinite offering
Investors reported
133
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 12, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$33.2M$66.4MMay 13, 2024: $38,115,000.00May 13, 2024May 13, 2025: $66,357,058.00May 13, 2025

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$38,115,000 → $66,357,058
  • Reported investors62 → 133

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 13, 2025Amendment$66,357,058$28,242,058vs May 13, 2024133SEC filing
May 13, 2024Initial$38,115,000No comparison62SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-513126

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 QP, LP

Investment adviser: IVY EVERGREEN, LLC

Gross asset value
$108M
Beneficial owners
164
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 805-9816858311

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