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
27
Octagon CLO Evergreen Opportunity Fund, Ltd. updates its Form D — $59.6M sold
Fund raise update · Hedge fund · Open-ended · Grand Cayman, Cayman Islands · Form D/A filed 2026-05-15 · all Octagon Clo Evergreen vehicles
3(c)(7) — qualified purchasers
Why now — by persona
Relevant to: Fund audit & tax, Fund administrator. Lead card pending.
People on the filing
| Gretchen M. Lam | Chief Executive Officer of the Investment Manager |
| Amy S. Adar | Director of Fund, Chief Financial Officer of the Investment Manager |
| William B. Shaw | Director of Fund |
| - Octagon Credit Investors, LLC | Managing Member and the Investment Manager of the Issuer |
| Sinead B. Wagner | Director of Fund |
| Michael B. Nechamkin | Chief Investment Officer of the Investment Manager |
Signed by Cheryl Zabala, COO.
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
87
Octagon CLO Evergreen Opportunity Fund, Ltd. files an open-ended hedge fund fund
New fund · Hedge fund · Pre-first close · Offering Indefinite · Grand Cayman, Cayman Islands · filed 2025-05-01
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entity