Form D · Other Investment Fund

Pennybacker Evergreen Partners, LP

Austin, TX · CIK 0001904312

Offering snapshot reported Mar 4, 2022 · SEC filing

Reported sold: $257M
Investors reported: 14
Minimum accepted: $75K
First sale: Dec 31, 2021

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$53,875,000 → $257,375,000
Reported investors8 → 14

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 4, 2022	Amendment	$257,375,000	$203,500,000vs Jan 13, 2022	14	SEC filing
Jan 13, 2022	Initial	$53,875,000	No comparison	8	SEC 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: 021-429212

The Recipient identified in Section 12 is compensated pursuant to a retainer.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Jones Lang La Salle Securities, LLC	120738

Source: Form D, filed Mar 4, 2022. 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

PENNYBACKER EVERGREEN PARTNERS, LP

Investment adviser: PENNYBACKER CAPITAL MANAGEMENT, LLC

Gross asset value: $257M
Beneficial owners: 18
ADV minimum commitment: $75K

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

Service providers

Fund administrator JP MORGAN CHASE & CO. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP DALLAS, Texas, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, 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

KPMG LLP
PCAOB 185

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 2080880 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-3767293573

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
Pennybacker Evergreen Partners Gp, Llc	Promoter
Pennybacker Income & Growth Gp, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3800 N Lamar, Suite 350
Austin, TX, 78756