Form D · Hedge Fund

Octagon CLO Evergreen Opportunity Fund, LLC

New York, NY · CIK 0002058203

Offering snapshot reported May 15, 2026 · SEC filing

Reported sold
$28.6M
Indefinite offering
Investors reported
19
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 5, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.3M$28.6MMay 1, 2025May 16, 2025: $20,725,000.00May 15, 2026: $28,558,000.00May 15, 2026

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$20,725,000 → $28,558,000
  • Reported investors18 → 19

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2026Amendment$28,558,000$7,833,000vs May 16, 202519SEC filing
May 16, 2025Amendment$20,725,000No comparison18SEC filing
May 1, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
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
021-545050
The Investment Manager may pay Conning between 0 and 33 1/3% of the management fees it receives.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Conning Investment Products, Inc.120387

Source: Form D, filed May 15, 2026. 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

OCTAGON CLO EVERGREEN OPPORTUNITY FUND, LLC

Investment adviser: OCTAGON CREDIT INVESTORS, LLC

Gross asset value
Not reported
Beneficial owners
Not reported
ADV minimum commitment
Not reported

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
Not reported
Prime brokers
Not reported
Custodians
Not reported
Administrator other than the adviser
Not reported
External marketing
Not reported
Filing source

Form ADV 2056294 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-9361313474

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
Amy S. Adar Executive
Gretchen M. Lam Executive
Michael B. Nechamkin Executive
Octagon Credit Investors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
250 Park Avenue 15 Th Floor
New York, NY, 10177