27
Octagon CLO Evergreen Opportunity Fund, Ltd. updates its Form D — $59.6M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $59.6M · Grand Cayman, Cayman Islands · filed 2026-05-15
3(c)(7) — qualified purchasers
87
Octagon CLO Evergreen Opportunity Fund, Ltd. files an open-ended hedge fund fund
New fund · Hedge fund · Pre-first close · Grand Cayman, Cayman Islands · Form D filed 2025-05-01 · all Octagon Clo Evergreen vehicles
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entityNeeds prime broker / custodyPlacement agent engaged
Why now — by persona
Relevant to: Fund administrator, Fund audit & tax, Fund-formation counsel, Custodian / prime broker, Compliance consultant / RIA registration. Lead card pending.
People on the filing
| William B. Shaw | Director of Fund |
| - Octagon Credit Investors, LLC | Managing Member and the Investment Manager of the Issuer |
| Michael B. Nechamkin | Chief Investment Officer of the Investment Manager |
| Gretchen M. Lam | Chief Executive Officer of the Investment Manager |
| Amy S. Adar | Director of Fund, Chief Financial Officer of the Investment Manager |
| Kimberly B. Melen | Director of Fund |
Signed by Xuan Zhu, Executive Director (Octagon Compliance).
Placement agents / sales compensation: Conning Investment Products, Inc.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.
Other filings by this issuer
27
Octagon CLO Evergreen Opportunity Fund, Ltd. updates its Form D — $14.4M sold
Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $14.4M · Grand Cayman, Cayman Islands · filed 2025-05-16
3(c)(7) — qualified purchasers