AltMountain

Evergen Equity 25, LP

Austin, TX · CIK 2015009
Emerging

Evergen Equity 25, LP is a private equity fund based in Austin, Texas. According to its most recent Form D, filed Dec 11, 2024, it has sold $12,650,000 of interests to 2 investors since its first sale in Nov 2024. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Morris Marcus; Evergen Equity 25 GP, LLC.

Total raised
$12,650,000Cumulative sales reported on Form D
Investors
2
First sale
Nov 27, 2024
Minimum investment
None set
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Morris Marcus; Evergen Equity 25 GP, LLC
Latest Form D
Dec 11, 2024

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Evergen Equity 25, LP

What is the minimum investment for Evergen Equity 25, LP?

Evergen Equity 25, LP's latest Form D, filed Dec 11, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Evergen Equity 25, LP?

Evergen Equity 25, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Evergen Equity 25, LP raised?

Evergen Equity 25, LP reports $12,650,000 sold from 2 investors on its Form D filed Dec 11, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Evergen Equity 25, LP based?

Evergen Equity 25, LP is based in Austin, Texas.

When did Evergen Equity 25, LP launch?

Evergen Equity 25, LP reports its first sale in Nov 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).

Size compared with every private equity fund

Raised more than 69% of the 1,472 private equity funds based in Texas, and more than 46% of all 9,142 that report sales.

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