PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:53 AM ET

Sponsor Check › Sponsor group

Evergreen

8 issuers linked to one sponsor · DENVER, CO

Grouped because: 9 shared people, 3 shared management entities, same business address (8 issuers), similar issuer names (8) (automatic match from the filings) ·Not the same sponsor? Request a correction

8issuers
64Form D filings
$4,779,011,807total sold (sum of latest per issuer)
1,360investors (sum of max per issuer)
2009–2026active
1new offering, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: May 6, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:52 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

0 of 9 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $8,070,000. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗May 6, 2026 D
File 021-583059
$0$0$0None listed on this filing
EDGAR ↗Feb 4, 2026 D/A
File 021-89056
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the General Partner as provided for in the Issuer's offering materials.
None listed on this filing
EDGAR ↗Feb 4, 2026 D/A
File 021-60215
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the General Partner as provided for in the Issuers offering materials.
None listed on this filing
EDGAR ↗Feb 4, 2026 D/A
File 021-153063
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
None listed on this filing
EDGAR ↗Feb 9, 2021 D
File 021-388906
$0$0$0None listed on this filing
EDGAR ↗Oct 4, 2017 D
File 021-295943
$0$0$0 (est.)None listed on this filing
EDGAR ↗Apr 8, 2014 D
File 021-215118
$0$0$0 (est.)None listed on this filing
EDGAR ↗Nov 16, 2010 D
File 021-150568
$0$0$8,070,000 (est.)
"After an internal rate of return threshold has been met for the members, the Manager is entitled to receive 2% ""carried interest"" on Issuer profits. Up to a certain amount, the Manager is also reimbursed for Issuer-related expenses it may incur."
None listed on this filing
EDGAR ↗May 7, 2009 D/A
File 021-53178
$0$0$0None listed on this filing

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 8 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

0 recorded documents and 0 ownership records matched to Evergreen in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:53 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗ECF VALUE FUND L Pshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund21$246,000,000
offering Indefinite · similar: $155,000–$5,250,000
194
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗ECF VALUE FUND II LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund20$2,153,862,205
offering Indefinite · similar: $155,000–$5,250,000
777
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗ECF VALUE FUND INTERNATIONAL LTDshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund18$1,089,584,841
offering Indefinite · similar: $155,000–$5,250,000
290
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗Evergreen 39 LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund1$134,500,00016$100,0002010–2010
EDGAR ↗Evergreen 40 LLCshared people, shared management entity, same business address, similar issuer namesDenver, COPooled Investment Fund1$278,180,000
offering $278,180,000 · similar: $155,000–$5,250,000
23
similar: 4–27
$100,000
similar: $1,000–$100,000
2014–2014
EDGAR ↗Evergreen 41 LLCshared people, shared management entity, same business address, similar issuer namesDenver, COPooled Investment Fund1$268,130,000
offering $268,130,000 · similar: $155,000–$5,250,000
22
similar: 4–27
$100,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗Evergreen 42 LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund1$300,250,000
offering $300,250,000 · similar: $155,000–$5,250,000
19
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗Evergreen 43 LLCshared people, shared management entity, same business address, similar issuer namesDENVER, COPooled Investment Fund1$350,000,000
offering $350,000,000 · similar: $155,000–$5,250,000
19
similar: 4–27
$100,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗May 6, 2026Evergreen 43 LLCDPooled Investment Fund$350,000,000$350,000,000
EDGAR ↗Feb 4, 2026ECF VALUE FUND L PD/APooled Investment FundIndefinite$204,504,761
EDGAR ↗Feb 4, 2026ECF VALUE FUND II LPD/APooled Investment FundIndefinite$2,153,862,205
EDGAR ↗Feb 4, 2026ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$1,089,584,841
EDGAR ↗Feb 4, 2025ECF VALUE FUND L PD/APooled Investment FundIndefinite$201,859,575
EDGAR ↗Feb 4, 2025ECF VALUE FUND II LPD/APooled Investment FundIndefinite$2,126,105,158
EDGAR ↗Feb 4, 2025ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$1,084,289,841
EDGAR ↗Feb 5, 2024ECF VALUE FUND L PD/APooled Investment FundIndefinite$201,728,611
EDGAR ↗Feb 5, 2024ECF VALUE FUND II LPD/APooled Investment FundIndefinite$2,102,754,342
EDGAR ↗Feb 5, 2024ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$1,054,134,136
EDGAR ↗Feb 7, 2023ECF VALUE FUND L PD/APooled Investment FundIndefinite$201,413,983
EDGAR ↗Feb 7, 2023ECF VALUE FUND II LPD/APooled Investment FundIndefinite$2,084,259,842
EDGAR ↗Feb 7, 2023ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$1,037,076,446
EDGAR ↗Feb 8, 2022ECF VALUE FUND L PD/APooled Investment FundIndefinite$199,323,632
EDGAR ↗Feb 8, 2022ECF VALUE FUND II LPD/APooled Investment FundIndefinite$2,056,073,158
EDGAR ↗Feb 8, 2022ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$998,882,977
EDGAR ↗Feb 11, 2021ECF VALUE FUND L PD/APooled Investment FundIndefinite$195,447,265
EDGAR ↗Feb 11, 2021ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,992,216,454
EDGAR ↗Feb 11, 2021ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$974,358,796
EDGAR ↗Feb 9, 2021Evergreen 42 LLCDPooled Investment Fund$300,250,000$300,250,000
EDGAR ↗Feb 18, 2020ECF VALUE FUND L PD/APooled Investment FundIndefinite$193,847,265
EDGAR ↗Feb 18, 2020ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,914,089,774
EDGAR ↗Feb 18, 2020ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$970,853,837
EDGAR ↗Feb 19, 2019ECF VALUE FUND L PD/APooled Investment FundIndefinite$193,472,709
EDGAR ↗Feb 19, 2019ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,906,803,275
EDGAR ↗Feb 19, 2019ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$958,649,593
EDGAR ↗Feb 22, 2018ECF VALUE FUND L PD/APooled Investment FundIndefinite$193,472,709
EDGAR ↗Feb 22, 2018ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,826,486,273
EDGAR ↗Feb 22, 2018ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$927,686,529
EDGAR ↗Oct 4, 2017Evergreen 41 LLCDPooled Investment Fund$268,130,000$268,130,000
EDGAR ↗Feb 23, 2017ECF VALUE FUND L PD/APooled Investment FundIndefinite$189,779,864
EDGAR ↗Feb 23, 2017ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,643,284,969
EDGAR ↗Feb 23, 2017ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$775,265,963
EDGAR ↗Feb 12, 2016ECF VALUE FUND L PD/APooled Investment FundIndefinite$180,698,210
EDGAR ↗Feb 12, 2016ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,609,245,198
EDGAR ↗Feb 12, 2016ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$760,240,963
EDGAR ↗Feb 18, 2015ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$686,903,919
EDGAR ↗Feb 18, 2015ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,585,531,959
EDGAR ↗Feb 18, 2015ECF VALUE FUND L PD/APooled Investment FundIndefinite$179,270,077
EDGAR ↗Apr 8, 2014Evergreen 40 LLCDPooled Investment Fund$278,180,000$278,180,000
EDGAR ↗Mar 5, 2014ECF VALUE FUND L PD/APooled Investment FundIndefinite$176,420,077
EDGAR ↗Mar 5, 2014ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$605,557,919
EDGAR ↗Mar 5, 2014ECF VALUE FUND II LPD/APooled Investment FundIndefinite$1,438,580,304
EDGAR ↗Mar 5, 2014ECF VALUE FUND L PD/APooled Investment FundIndefinite$176,420,077
EDGAR ↗Mar 18, 2013ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$471,000,000
EDGAR ↗Mar 18, 2013ECF VALUE FUND II LPD/APooled Investment FundIndefinite$696,000,000
EDGAR ↗Mar 18, 2013ECF VALUE FUND L PD/APooled Investment FundIndefinite$172,000,000
EDGAR ↗Mar 15, 2012ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$297,000,000
EDGAR ↗Mar 15, 2012ECF VALUE FUND II LPD/APooled Investment FundIndefinite$392,000,000
EDGAR ↗Mar 15, 2012ECF VALUE FUND L PD/APooled Investment FundIndefinite$166,000,000
EDGAR ↗Mar 18, 2011ECF VALUE FUND L PD/APooled Investment FundIndefinite$159,000,000
EDGAR ↗Mar 18, 2011ECF VALUE FUND II LPD/APooled Investment FundIndefinite$247,000,000
EDGAR ↗Mar 17, 2011ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Mar 17, 2011ECF VALUE FUND II LPD/APooled Investment FundIndefinite$247,000,000
EDGAR ↗Mar 17, 2011ECF VALUE FUND L PD/APooled Investment FundIndefinite$159,000,000
EDGAR ↗Jan 5, 2011ECF VALUE FUND INTERNATIONAL LTDDPooled Investment FundIndefinite$60,000,000
EDGAR ↗Nov 16, 2010Evergreen 39 LLCDPooled Investment Fund$134,500,000$134,500,000
EDGAR ↗Feb 26, 2010ECF VALUE FUND L PD/APooled Investment FundIndefinite$246,000,000
EDGAR ↗Feb 26, 2010ECF VALUE FUND II LPD/APooled Investment FundIndefinite$68,000,000
EDGAR ↗Feb 24, 2010ECF VALUE FUND L PD/APooled Investment FundIndefinite$174,200,000
EDGAR ↗Feb 24, 2010ECF VALUE FUND II LPD/APooled Investment FundIndefinite$79,000,000
EDGAR ↗May 7, 2009ECF VALUE FUND INTERNATIONAL LTDD/APooled Investment FundIndefinite$45,000,000
EDGAR ↗Mar 19, 2009ECF VALUE FUND II LPD/AInvestingIndefinite$79,000,000
EDGAR ↗Mar 16, 2009ECF VALUE FUND L PD/AInvestingIndefinite$174,200,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing May 6, 2026. Industry history, as reported on each offering's latest filing: All 9 offerings reported: Pooled Investment Fund (2009–2026).

People across the group

NameRolesIssuers hereFirst → last listed
Merial CurrierDirector5Nov 16, 2010 → May 6, 2026
Gates Capital Partners, LLC entityExecutive Officer, Director5Nov 16, 2010 → May 6, 2026
Diane Gates WallachDirector4Nov 16, 2010 → Feb 9, 2021
Marshall F. WallachExecutive Officer, Director4Nov 16, 2010 → Feb 9, 2021
Jeffrey GatesExecutive Officer3Mar 16, 2009 → Feb 4, 2026
Marc BlatterExecutive Officer3Mar 5, 2014 → Feb 4, 2026
Gates Capital Management, Inc. entityExecutive Officer3Feb 23, 2017 → Feb 4, 2026
Marc P. LuongoExecutive Officer3Mar 17, 2011 → Mar 18, 2013
Christopher DavisDirector2Feb 9, 2021 → May 6, 2026
Peter CalamariDirector2Feb 9, 2021 → May 6, 2026
Gates Capital Partners, LLC entityExecutive Officer2Feb 23, 2017 → Feb 4, 2026
J. Landis MartinDirector2Apr 8, 2014 → Oct 4, 2017
Madison AthertonDirector1May 6, 2026 → May 6, 2026
John W. ZimmermanDirector1Oct 4, 2017 → Oct 4, 2017
Brown W. CannonDirector1Nov 16, 2010 → Nov 16, 2010

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

Not yet searched.

Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim or Form ADV Item 1.I of its matched adviser — we never look it up elsewhere) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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Sponsor response

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.