Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Sold rose from $55.8M to $66.5M (+$10.8M) in 566 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-02-20 | D | $55.8M | 3 | |
| 2026-09-09 | D/A | $66.5M | 3 | +$10.8M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Evercore Insurance vehicles →
EVERCORE WEALTH MANAGEMENT, LLC
Website and main-office phone from Form ADV. Subscribe to unlock
The administrator, auditor, custodian and prime broker named on this adviser's 1 other fund: whether a new mandate here is a displacement or a greenfield. Subscribe to unlock
| Cameron Vail | Executive Officer |
| NA NA SALI Fund Partners, LLC | Director |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Cameron J. Vail, Managing Director of the General Partner.
Placement agents / sales compensation: M HOLDINGS SECURITIES, INC.
Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.
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