Form D · Venture Capital Fund

NextGen Everly LLC

Baltimore, MD · CIK 0001770646

Offering snapshot reported Mar 21, 2024 · SEC filing

Reported sold
$5.96M
Indefinite offering
Investors reported
97
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 6, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.98M$5.96MMar 20, 2019: $2,910,799.00Mar 20, 2019Mar 18, 2020: $2,910,799.00Mar 18, 2020Mar 18, 2021: $4,214,998.00Mar 18, 2021Mar 18, 2022: $4,214,998.00Mar 18, 2022Mar 17, 2023: $4,214,998.00Mar 17, 2023Mar 21, 2024: $5,964,998.00Mar 21, 2024

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$4,214,998 → $5,964,998
  • Reported investors92 → 97

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 21, 2024Amendment$5,964,998$1,750,000vs Mar 17, 202397SEC filing
Mar 17, 2023Amendment$4,214,998$0vs Mar 18, 202292SEC filing
Mar 18, 2022Amendment$4,214,998$0vs Mar 18, 202192SEC filing
Mar 18, 2021Amendment$4,214,998$1,304,199vs Mar 18, 202092SEC filing
Mar 18, 2020Amendment$2,910,799$0vs Mar 20, 201980SEC filing
Mar 20, 2019Initial$2,910,799No comparison80SEC 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
021-335267

Source: Form D, filed Mar 21, 2024. 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

NEXTGEN EVERLY LLC

Investment adviser: BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Gross asset value
$65.7M
Beneficial owners
96
ADV minimum commitment
$10K

Reported in Form ADV on Apr 21, 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
Custodian U.S. BANCORP MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2097137 · Apr 21, 2026 · Schedule D 7.B.(1), fund 805-2437428503

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
David M. Churchill Director, Executive
Michael D. Hankin Director, Executive
Daniel Mindus Executive
N/A Next Gen Venture Partners, Llc Executive
Brett D. Rogers Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
901 S Bond Street, Suite 400
Baltimore, MD, 21231