PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:22 AM ET

Sponsor Check › Sponsor group

E

Evergreen

One sponsor team, 5 deal companies · Southington, CT

Grouped because: 1 shared person, same business address (5 issuers), similar issuer names (2) (automatic match from the filings) · not the same sponsor?

5deal companies
$9.19Mreported sold
72investors
5Form D filings
2014–2015active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jun 17, 2015 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Evergreen is a sponsor group of 5 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 5 Form D filings between Dec 2014 and Jun 2015.

What this means One team, 5 deal companies, about 1 year of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $9.19M to 72 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (3), "Other" (2). Issuers are based in CT (5).

What this means $9.19M raised across the group, about $128K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Michael J Gissas (5 issuers, executive officer, director, and promoter).

What this means 5 deals for a one-person team on paper. The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jun 17, 2015.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 5 court cases matching the name, 1 state regulator order, 5 bankruptcy cases matching the name listed in Key records below.

What this means 11 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 5 public filings for Evergreen and found 11 differences, 5 worth asking the sponsor about: CT securities regulator order (type not printed in the list entry; see the order) naming a team member (Jun 20, 2023); Evergreen includes 3 deals that stopped filing before reaching their target; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Evergreen has not run yet — it is joining a line of 52,551 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

5 cases: 1 judgment, 2 dismissed, 2 closed (disposition not in docket feed)

Life Partners Creditors' Trust v. Black Diamond Lifeplan Fund, LP judgment
District Court, N.D. Texas · No. 4:17-cv-00225 · Filed Mar 14, 2017 · Closed Jun 22, 2018 · Nature of suit: 423 Bankruptcy withdrawal 28 USC 157
Role of Black Diamond Lifeplan Fund, LP: Defendant · Outcome: Terminated 2018-06-22 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Evergreen Corporation v. Progressive Plumbing, Inc. dismissed matched at sponsor-group level (Evergreen)
District Court, M.D. Florida · No. 5:16-cv-00042 · Filed Jan 26, 2016 · Closed Mar 2, 2016 · Nature of suit: 422 Bankruptcy Appeal (801) · Cause: 28:0158 Bankruptcy Appeal from Judgment/Order
Role of Evergreen Corporation: Plaintiff · Outcome: Terminated 2016-03-02 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Evergreen Ltd v. Robert Lamb Hart Pl closed matched at sponsor-group level (Evergreen)
District Court, S.D. Ohio · No. 1:93-cv-00114 · Filed Feb 19, 1993 · Closed Aug 11, 1993
Role of Evergreen Ltd: Plaintiff · Outcome: Terminated 1993-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state); filed 1993, issuer incorporated 2012
Evergreen Ltd v. Insurance Co Of Nort closed matched at sponsor-group level (Evergreen)
District Court, S.D. Ohio · No. 1:89-cv-00462 · Filed Jun 27, 1989 · Closed Nov 3, 1989
Role of Evergreen Ltd: Plaintiff · Outcome: Terminated 1989-11-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state); filed 1989, issuer incorporated 2012
Redex, Inc. v. Evergreen Inc dismissed matched at sponsor-group level (Evergreen)
District Court, D. Utah · No. 2:88-cv-00684 · Filed Aug 3, 1988 · Closed Nov 8, 1989 · Nature of suit: 190 Other contract actions
Role of Evergreen Inc: Defendant · Outcome: Terminated 1989-11-08 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in UT (not the issuer's state); filed 1988, issuer incorporated 2012
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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

1 state regulator order

Order (type not printed in the list entry; see the order) CT · Connecticut Department of Banking, Securities and Business Investments Division
Order date Jun 20, 2023 · Regulator: Connecticut Department of Banking, Securities and Business Investments Division · Parties (regulator's caption): Black Diamond Lifeplan Fund, Limited Partnership; Blue Diamond Fund, LLC; Evergreen II Lifeplan Fund, Limited Partnership; Evergreen III Fund Management, LLC; Gissas, Michael
Outcome: not stated in the index entry we read; see the order. Order / docket ↗ Regulator's list ↗
exact company name in the order; regulator in the issuer's state (CT)
What was searched

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. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Evergreen..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 5 closed (disposition not in docket feed)

Life Partners Creditors' Trust v. Black Diamond Lifeplan Fund, LP closed
United States Bankruptcy Court, N.D. Texas · No. 16-04152 · Filed Dec 16, 2016 · Closed Apr 20, 2017
Role of Black Diamond Lifeplan Fund, LP: Defendant · Outcome: Case closed 2017-04-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Progressive Plumbing, Inc. v. The Evergreen Corporation closed matched at sponsor-group level (Evergreen)
United States Bankruptcy Court, M.D. Florida · No. 6:15-ap-00145 · Filed Oct 23, 2015 · Closed Jun 20, 2016 · Nature of suit: 91 Declaratory judgment
Role of The Evergreen Corporation: Defendant · Outcome: Case closed 2016-06-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Evergreen Corporation v. Hutchins closed matched at sponsor-group level (Evergreen)
United States Bankruptcy Court, M.D. Georgia · No. 03-05055 · Filed Apr 7, 2003 · Closed Jun 24, 2004
Role of Evergreen Corporation: Plaintiff · Outcome: Case closed 2004-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in GA (not the issuer's state); filed 2003, issuer incorporated 2012
EVERGREEN CORPORATION closed matched at sponsor-group level (Evergreen)
United States Bankruptcy Court, D. Puerto Rico · No. 93-02458 · Filed May 12, 1993 · Closed Jun 30, 1994
Role of EVERGREEN CORPORATION: Debtor · Outcome: Case closed 1994-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PR (not the issuer's state); filed 1993, issuer incorporated 2012
EVERGREEN CORPORATION closed matched at sponsor-group level (Evergreen)
United States Bankruptcy Court, D. Puerto Rico · No. 92-01954 · Filed Mar 26, 1992 · Closed Aug 28, 1992
Role of EVERGREEN CORPORATION: Debtor · Outcome: Case closed 1992-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PR (not the issuer's state); filed 1992, issuer incorporated 2012
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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 comparisons published

What is compared

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.

11 differences found between the filings for Evergreen — 5 worth asking about (compared 5 filings on Oct 24, 2026)

Worth asking · Jun 20, 2023

CT securities regulator order (type not printed in the list entry; see the order) naming a team member (Jun 20, 2023)

Connecticut Department of Banking, Securities and Business Investments Division issued a Order (type not printed in the list entry; see the order) dated Jun 20, 2023. Respondents as listed: Black Diamond Lifeplan Fund, Limited Partnership; Blue Diamond Fund, LLC; Evergreen II Lifeplan Fund, Limited Partnership; Evergreen III Fund Management, LLC; Gissas, Michael. Matched to BLACK DIAMOND LIFEPLAN FUND, LP (member issuer). Our match estimate: 80%.

What this means A state regulator issued an order (cease-and-desist, consent order, fine or bar). Read the order; ask the sponsor what it covered.

CT order · Order (type not printed in the list entry; see the order) ↗BLACK DIAMOND LIFEPLAN FUND, LP — PartnerFacts page ↗
Sources
Worth asking · Dec 11, 2014 – Jun 17, 2015

Evergreen includes 3 deals that stopped filing before reaching their target

BLACK DIAMOND LIFEPLAN FUND, LP (last filing Jun 17, 2015; $1,601,475 sold of $5,000,000); Evergreen III Fund Management LLC (last filing Dec 11, 2014; $0 sold of $5,000,000); North Star Fund LLC (last filing Dec 11, 2014; $0 sold of $5,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

BLACK DIAMOND LIFEPLAN FUND, LP — PartnerFacts page ↗Evergreen III Fund Management LLC — PartnerFacts page ↗North Star Fund LLC — PartnerFacts page ↗
Sources
Worth asking · Jul 1, 2013 – Jun 17, 2015

Form D filed 716 days after the first sale — BLACK DIAMOND LIFEPLAN FUND, LP

The filing says the first sale was Jul 1, 2013. The Form D was filed Jun 17, 2015 — 716 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 701 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Jun 17, 2015 ↗BLACK DIAMOND LIFEPLAN FUND, LP — PartnerFacts page ↗
Sources
Worth asking · Jun 1, 2013 – Jun 17, 2015

Form D filed 746 days after the first sale — EVERGREEN II LIFEPLAN FUND, LP

The filing says the first sale was Jun 1, 2013. The Form D was filed Jun 17, 2015 — 746 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 731 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Jun 17, 2015 ↗EVERGREEN II LIFEPLAN FUND, LP — PartnerFacts page ↗
Sources
Worth asking · Aug 1, 2011 – Jun 17, 2015

Form D filed 1,416 days after the first sale — EVERGREEN III LIFEPLAN FUND, LLC

The filing says the first sale was Aug 1, 2011. The Form D was filed Jun 17, 2015 — 1,416 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1,401 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Jun 17, 2015 ↗EVERGREEN III LIFEPLAN FUND, LLC — PartnerFacts page ↗
Sources
Note · Jul 1, 2013 – Jun 17, 2015

No amendment in the last 12 months on an offering that may still be open — BLACK DIAMOND LIFEPLAN FUND, LP (latest filing Jun 17, 2015)

The latest filing for this offering is dated Jun 17, 2015 (first sale Jul 1, 2013). It reports $1,601,475 sold of $5,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jun 17, 2015 ↗BLACK DIAMOND LIFEPLAN FUND, LP — PartnerFacts page ↗
Sources
Note · Jun 1, 2013 – Jun 17, 2015

No amendment in the last 12 months on an offering that may still be open — EVERGREEN II LIFEPLAN FUND, LP (latest filing Jun 17, 2015)

The latest filing for this offering is dated Jun 17, 2015 (first sale Jun 1, 2013). It reports $3,553,412 sold of $5,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jun 17, 2015 ↗EVERGREEN II LIFEPLAN FUND, LP — PartnerFacts page ↗
Sources
Note · Aug 1, 2011 – Jun 17, 2015

No amendment in the last 12 months on an offering that may still be open — EVERGREEN III LIFEPLAN FUND, LLC (latest filing Jun 17, 2015)

The latest filing for this offering is dated Jun 17, 2015 (first sale Aug 1, 2011). It reports $4,033,661 sold of $5,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jun 17, 2015 ↗EVERGREEN III LIFEPLAN FUND, LLC — PartnerFacts page ↗
Sources
Note · Dec 11, 2014 – Jun 17, 2015

Michael J Gissas is written 2 different ways on the filings

listed as "Michael Gissas" on 2 filings (from Dec 11, 2014), and "Michael J Gissas" on 3 filings (from Jun 17, 2015).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Dec 11, 2014 ↗Form D · Jun 17, 2015 ↗Michael J Gissas — PartnerFacts page ↗
Sources
Note · Jun 17, 2015

Formed in 2014 per the latest filing, but activity is dated 2011 — EVERGREEN III LIFEPLAN FUND, LLC

The issuer's latest filing says it was formed in 2014. The Jun 17, 2015 filing says the first sale was Aug 1, 2011 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · Jun 17, 2015 ↗EVERGREEN III LIFEPLAN FUND, LLC — PartnerFacts page ↗
Sources
Note · Dec 11, 2014 – Jun 17, 2015

Member companies were formed in 2 different states

Texas (3), Connecticut (2) — out of 5 member issuers. The odd ones out: BLACK DIAMOND LIFEPLAN FUND, LP (Connecticut); EVERGREEN II LIFEPLAN FUND, LP (Connecticut).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Evergreen — sponsor group page ↗BLACK DIAMOND LIFEPLAN FUND, LP — PartnerFacts page ↗EVERGREEN II LIFEPLAN FUND, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 5 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 17, 2015 D
EVERGREEN III LIFEPLAN FUND, LLC
File 021-241965
$0$0$0none no CRD number reportedEDGAR ↗
Jun 17, 2015 D
EVERGREEN II LIFEPLAN FUND, LP
File 021-241970
$0$0$0None no CRD number reportedEDGAR ↗
Jun 17, 2015 D
BLACK DIAMOND LIFEPLAN FUND, LP
File 021-241975
$0$0$0none no CRD number reportedEDGAR ↗
Dec 11, 2014 D
Evergreen III Fund Management LLC
File 021-229891
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2014 D
North Star Fund LLC
File 021-229894
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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 5 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 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 10:16 AM 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; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: 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); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 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 ↗NS North Star Fund LLCshared people, same business addressSOUTHINGTON, CTOther1$0
offering $5,000,000 · similar: $500,000–$7,000,000
0
similar: 2–14
$50,000
similar: $5,000–$50,000
2014–2014
EDGAR ↗EF Evergreen III Fund Management LLCshared people, same business addressSOUTHINGTON, CTOther1$0
offering $5,000,000 · similar: $500,000–$7,000,000
0
similar: 2–14
$50,000
similar: $5,000–$50,000
2014–2014
EDGAR ↗BD BLACK DIAMOND LIFEPLAN FUND, LPshared people, same business addressSOUTHINGTON, CTPooled Investment Fund1$1,601,475
offering $5,000,000 · similar: $155,000–$5,250,000
19
similar: 4–27
$30,000
similar: $1,000–$100,000
2015–2015
EDGAR ↗EL EVERGREEN III LIFEPLAN FUND, LLCshared people, same business address, similar issuer namesSOUTHINGTON, CTPooled Investment Fund1$4,033,661
offering $5,000,000 · similar: $155,000–$5,250,000
28
similar: 4–27
$30,000
similar: $1,000–$100,000
2015–2015
EDGAR ↗EL EVERGREEN II LIFEPLAN FUND, LPshared people, same business address, similar issuer namesSOUTHINGTON, CTPooled Investment Fund1$3,553,412
offering $5,000,000 · similar: $155,000–$5,250,000
25
similar: 4–27
$30,000
similar: $1,000–$100,000
2015–2015

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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 ↗Jun 17, 2015BLACK DIAMOND LIFEPLAN FUND, LPDPooled Investment Fund$5,000,000$1,601,475
EDGAR ↗Jun 17, 2015EVERGREEN II LIFEPLAN FUND, LPDPooled Investment Fund$5,000,000$3,553,412
EDGAR ↗Jun 17, 2015EVERGREEN III LIFEPLAN FUND, LLCDPooled Investment Fund$5,000,000$4,033,661
EDGAR ↗Dec 11, 2014North Star Fund LLCDOther$5,000,000$0
EDGAR ↗Dec 11, 2014Evergreen III Fund Management LLCDOther$5,000,000$0

Activity: 0 new offerings 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 Jun 17, 2015. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2014). Latest offering: Pooled Investment Fund (2015; most recent Jun 17, 2015).

People across the group

NameRolesIssuers hereFirst → last listed
MG Michael J GissasExecutive Officer, Director, Promoter5Dec 11, 2014 → Jun 17, 2015

Business registration (state registry / Secretary of State)

None of the 5 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Evergreen.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Evergreen as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Evergreen's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #301,286 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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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.

Look further

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Connecticut Judicial Branch case look-up ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Connecticut Secretary of State business search ↗OpenCorporates ↗