Form D · Other Investment Fund

Willow Tree Evergreen Fund, LP

New York, NY · CIK 0002072226

Offering snapshot reported Jul 17, 2026 · SEC filing

Reported sold: $91M
Investors reported: 9
Minimum accepted: $0
First sale: Dec 12, 2025

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 9

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 17, 2026	Amendment	$91,000,000	No comparison	9	SEC filing
Jul 17, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $105K (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-552092

Units

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
HARRIS WILLIAMS	113930
FPCG, LLC	122341
Revere Securities LLC	14178
Evercore Group L.L.C.	42405

Source: Form D, filed Jul 17, 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

WILLOW TREE EVERGREEN FUND, LP

Investment adviser: WILLOW TREE CREDIT PARTNERS LP

Gross asset value: $363M
Beneficial owners: 20
ADV minimum commitment: $1M

Reported in Form ADV on Sep 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS (US) LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian CITIZENS PRIVATE BANK PROVIDENCE, Rhode Island, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Marketer FOCUSPOINT PRIVATE CAPITAL GROUP NEW YORK, New York, United States Related to adviser: No

Marketer HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC CHARLOTTE, North Carolina, United States Related to adviser: No

Marketer REVERE SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

FOCUSPOINT PRIVATE CAPITAL GROUP
CRD 122341 · SEC 8-65488

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
CRD 131452 · SEC 8-66464

REVERE SECURITIES LLC
CRD 14178 · SEC 8-30511

Filing source

Form ADV 2131594 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-3917350454

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
Timothy Lower	Executive, Promoter
N/A Willow Tree Credit Partners Lp	Promoter
N/A Willow Tree Evergreen Fund Gp, Llc	Promoter
N/A Willow Tree Management Company, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

450 Park Avenue, 29 Th Floor
New York, NY, 10022