PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:11 AM ET

Sponsor Check › Sponsor group

EP

Evergreen Parent

One sponsor team, 3 deal companies · New York, NY

Grouped because: 6 shared people, same business address (3 issuers), similar issuer names (2) (automatic match from the filings) · not the same sponsor?

3deal companies
$16Mreported sold
174investors
4Form D filings
2018–2019active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 12, 2019 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Evergreen Parent is a sponsor group of 3 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 4 Form D filings between Dec 2018 and Jul 2019.

What this means One team, 3 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: $16M to 174 investors (latest filing per issuer). Industries as reported: Insurance (3). Issuers are based in NY (3).

What this means $16M raised across the group, about $92K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Barry D. Zyskind (3 issuers, executive officer and director), George Karfunkel (3 issuers, director), Leah Karfunkel (3 issuers, director), Adam Karkowsky (2 issuers, executive officer), David J. Wermuth (2 issuers, director) and 12 more.

What this means 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 Jul 12, 2019.

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) — 21 court cases matching the name, 1 SEC release, 2 bankruptcy cases matching the name, 1 property record listed in Key records below.

What this means 25 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 4 public filings for Evergreen Parent and found 8 differences, 1 worth asking the sponsor about: Regulator action naming a team member: AmTrust Financial Services, Inc. and Ronald E. Pipoly, Jr. (Jun 17, 2020); 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 Parent has not run yet — it is joining a line of 48,512 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

21 cases: 9 closed (disposition not in docket feed), 5 judgment, 7 dismissed

WILSON v. AMTRUST FINANCIAL SERVICES, INC. closed
District Court, E.D. Pennsylvania · No. 2:24-cv-06099 · Filed Nov 14, 2024 · Closed Jan 31, 2025
Role of AMTRUST FINANCIAL SERVICES, INC.: Defendant · Outcome: Terminated 2025-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
SINGH v. AMTRUST FINANCIAL SERVICES, INC. closed
District Court, E.D. Pennsylvania · No. 2:24-cv-00102 · Filed Jan 9, 2024 · Closed Jan 10, 2024
Role of AMTRUST FINANCIAL SERVICES, INC.: Defendant · Outcome: Terminated 2024-01-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
Viva Inn Inc v. AmTrust Financial Services Inc closed
District Court, N.D. Texas · No. 3:23-cv-01342 · Filed Jun 15, 2023 · Closed Jul 19, 2023 · Nature of suit: 423 Bankruptcy: Withdrawal 28 USC 157 · Cause: 28:0157 Motion for Withdrawal of Reference
Role of AmTrust Financial Services Inc: Defendant · Outcome: Terminated 2023-07-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state)
AmTrust Financial Services Incorporated v. Essex Insurance Company closed
District Court, D. Arizona · No. 2:22-cv-00010 · Filed Jan 4, 2022 · Closed Dec 21, 2022
Role of AmTrust Financial Services Incorporated: Plaintiff · Outcome: Terminated 2022-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in AZ (not the issuer's state)
Public Risk Innovations, Solutions, and Management v. Amtrust Financial Services, Inc. closed
District Court, N.D. California · No. 3:21-cv-03573 · Filed Mar 23, 2021 · Closed Jul 12, 2021 · Nature of suit: Other Statutes: Arbitration · Cause: 28:185 Suit to Compel Arbitration
Role of Amtrust Financial Services, Inc.: Defendant · Outcome: Terminated 2021-07-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Public Risk Innovations, Solutions, and Management v. Amtrust Financial Services, Inc. closed
District Court, N.D. California · No. 4:21-mc-80063 · Filed Mar 23, 2021 · Closed May 12, 2021
Role of Amtrust Financial Services, Inc.: Defendant · Outcome: Terminated 2021-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Courtney v. AmTrust Financial Services, Inc. closed
District Court, C.D. California · No. 8:20-cv-01945 · Filed Oct 8, 2020 · Closed Oct 16, 2020
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2020-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Securities and Exchange Commission v. AmTrust Financial Services, Inc. judgment
District Court, S.D. New York · No. 1:20-cv-04652 · Filed Jun 17, 2020 · Closed Jun 19, 2020 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2020-06-19 — FJC Integrated Database disposition: Other; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Mason v. AmTrust Financial Services, Inc. dismissed
District Court, S.D. New York · No. 1:19-cv-08362 · Filed Sep 9, 2019 · Closed Sep 17, 2019 · Nature of suit: 190 Other contract actions
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2019-09-17 — FJC Integrated Database disposition: Dismissed: want of prosecution Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Mason v. Amtrust Financial Services, Inc. judgment
District Court, S.D. New York · No. 1:19-cv-08364 · Filed Sep 9, 2019 · Closed Dec 28, 2020 · Nature of suit: Other Statutory Actions · Cause: 18:1836(a) Injunction against Misappropriation of Trade Secrets
Role of Amtrust Financial Services, Inc.: Defendant · Outcome: Terminated 2020-12-28 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Martinek v. AmTrust Financial Services, Inc. closed
District Court, S.D. New York · No. 1:19-cv-08030 · Filed Aug 28, 2019 · Closed Nov 16, 2022 · Nature of suit: 850 Securities/Commodities · Cause: 28:1331sv Fed. Question: Securities Violation
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2022-11-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Keefe, Bruyette & Woods, Inc. v. AmTrust Financial Services, Inc. closed
District Court, S.D. New York · No. 1:19-cv-01100 · Filed Feb 5, 2019 · Closed Feb 6, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 28:1441nr Notice of Removal
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2019-02-06 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Rabinowitz v. AmTrust Financial Services, Inc. dismissed
District Court, S.D. New York · No. 1:18-cv-04484 · Filed May 21, 2018 · Closed Jul 18, 2018 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2018-07-18 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Raul v. AmTrust Financial Services, Inc. dismissed
District Court, S.D. New York · No. 1:18-cv-04440 · Filed May 18, 2018 · Closed Sep 7, 2018 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2018-09-07 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Shust v. AmTrust Financial Services, Inc. dismissed
District Court, N.D. Ohio · No. 1:18-cv-01129 · Filed May 15, 2018 · Closed Aug 29, 2018 · Nature of suit: 160 Stockholders Suits · Cause: 15:78m(a) Securities Exchange Act
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2018-08-29 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state)
Myhre v. AmTrust Financial Services, Inc. dismissed
District Court, S.D. New York · No. 1:18-cv-04175 · Filed May 9, 2018 · Closed Jul 6, 2018 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2018-07-06 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Benjamin Miller v. AmTrust Financial Services, Inc. dismissed
District Court, C.D. California · No. 2:17-cv-01608 · Filed Feb 28, 2017 · Closed Jun 2, 2017 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of AmTrust Financial Services, Inc.: Defendant · Outcome: Terminated 2017-06-02 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
AmTrust Financial Services, Inc. v. Somma judgment
District Court, S.D. New York · No. 1:16-cv-02575 · Filed Apr 6, 2016 · Closed Feb 23, 2017 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 18:1961 Racketeering (RICO) Act
Role of AmTrust Financial Services, Inc.: Plaintiff · Outcome: Terminated 2017-02-23 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Sears v. Amtrust Financial Services Inc. judgment
District Court, S.D. New York · No. 1:14-cv-00945 · Filed Feb 14, 2014 · Closed Sep 30, 2015 · Nature of suit: 850 Securities/Commodities · Cause: 28:1331 Fed. Question: Other
Role of Amtrust Financial Services Inc.: Defendant · Outcome: Terminated 2015-09-30 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Harris v. Amtrust Financial Services, Inc. judgment
District Court, S.D. New York · No. 1:14-cv-00736 · Filed Feb 4, 2014 · Closed Sep 30, 2015 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Amtrust Financial Services, Inc.: Defendant · Outcome: Terminated 2015-09-30 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (NY)
Johns v. Amtrust Financial Services Inc dismissed
District Court, D. South Carolina · No. 6:12-cv-01683 · Filed Jun 19, 2012 · Closed Jan 28, 2014 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Amtrust Financial Services Inc: Defendant · Outcome: Terminated 2014-01-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state)
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, 2:17 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 SEC release

AmTrust Financial Services, Inc. and Ronald E. Pipoly, Jr. Litigation release
SEC · Jun 17, 2020 · Parties as named in the release: AmTrust Financial Services, Inc. and Ronald E. Pipoly, Jr. Read the release ↗
exact company name in the release title; issuer's state (NY) named in the release; city (NEW YORK) named
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 Parent..

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

2 cases: 2 open

AMTRUST FINANCIAL SERVICES INC open
United States Bankruptcy Court, D. Delaware · No. 26-00237 · Filed Aug 3, 2026
Role of AMTRUST FINANCIAL SERVICES INC: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
Viva Inn, Inc. v. Amtrust Financial Services Inc open
United States Bankruptcy Court, N.D. Texas · No. 22-03037 · Filed Apr 1, 2022
Role of Amtrust Financial Services Inc: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state)
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, 2:17 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.

8 differences found between the filings for Evergreen Parent — 1 worth asking about (compared 4 filings on Oct 24, 2026)

Worth asking · Jun 17, 2020

Regulator action naming a team member: AmTrust Financial Services, Inc. and Ronald E. Pipoly, Jr. (Jun 17, 2020)

An SEC litigation release dated Jun 17, 2020 names Amtrust Financial Services, Inc. (member issuer). Our match estimate: 90%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

AmTrust Financial Services, Inc. and Ronald E. Pipoly, Jr. ↗Amtrust Financial Services, Inc. — PartnerFacts page ↗
Sources
Note · Mar 26, 1998 – Aug 24, 2000

Bankruptcy case: Richard C. Breeden, Esq. v. Wermuth — filed Mar 26, 1998

United States Bankruptcy Court, N.D. New York docket "Richard C. Breeden, Esq. v. Wermuth" filed Mar 26, 1998, closed Aug 24, 2000. David J. Wermuth (listed on the same filings) is listed as Defendant ("Wermuth"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. New York ↗David J. Wermuth — PartnerFacts page ↗
Sources
Note · Mar 25, 1998 – Mar 21, 2000

Bankruptcy case: Richard C. Breeden, Esq. v. Wermuth — filed Mar 25, 1998

United States Bankruptcy Court, N.D. New York docket "Richard C. Breeden, Esq. v. Wermuth" filed Mar 25, 1998, closed Mar 21, 2000. David J. Wermuth (listed on the same filings) is listed as Defendant ("Wermuth"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. New York ↗David J. Wermuth — PartnerFacts page ↗
Sources
Note · Jun 28, 2019 – Jul 12, 2019

No amendment in the last 12 months on an offering that may still be open — Evergreen Parent, L.P. (latest filing Jul 12, 2019)

The latest filing for this offering is dated Jul 12, 2019 (first sale Jun 28, 2019). It reports $0 sold of an indefinite amount 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 · Jul 12, 2019 ↗Evergreen Parent, L.P. — PartnerFacts page ↗
Sources
Note · Nov 29, 2018 – Dec 11, 2018

No amendment in the last 12 months on an offering that may still be open — Evergreen Parent GP, LLC (latest filing Dec 11, 2018)

The latest filing for this offering is dated Dec 11, 2018 (first sale Nov 29, 2018). It reports $0 sold of an indefinite amount 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 · Dec 11, 2018 ↗Evergreen Parent GP, LLC — PartnerFacts page ↗
Sources
Note · Nov 29, 2018 – Dec 11, 2018

No amendment in the last 12 months on an offering that may still be open — Evergreen Parent, L.P. (latest filing Dec 11, 2018)

The latest filing for this offering is dated Dec 11, 2018 (first sale Nov 29, 2018). It reports $2,741,024,356 sold of $2,756,978,620 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 · Dec 11, 2018 ↗Evergreen Parent, L.P. — PartnerFacts page ↗
Sources
Note · Dec 11, 2018 – Jul 12, 2019

Barry D. Zyskind's role changed at Evergreen Parent, L.P.: director → executive officer, director

The Dec 11, 2018 filing lists Barry D. Zyskind as director; the Jul 12, 2019 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Dec 11, 2018 ↗Form D · Jul 12, 2019 ↗Barry D. Zyskind — PartnerFacts page ↗Evergreen Parent, L.P. — PartnerFacts page ↗
Sources
Note · Dec 11, 2018

Barry D. Zyskind is written 2 different ways on the filings

listed as "Barry D. Zyskind" on 3 filings (from Dec 11, 2018), and "Barry Zyskind" on the Dec 11, 2018 filing.

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, 2018 ↗Form D · Dec 11, 2018 ↗Barry D. Zyskind — 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

None reported on 4 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 12, 2019 D
Evergreen Parent, L.P.
File 021-344200
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2018 D
Amtrust Financial Services, Inc.
File 021-327634
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2018 D
Evergreen Parent, L.P.
File 021-327636
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2018 D
Evergreen Parent GP, LLC
File 021-327639
$0$0$0None listed on this filingEDGAR ↗

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 3 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 1 ownership record · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 1 ownership record matched to Evergreen Parent in the sources searched.

Owner of record Dallas County TX
Parcel 99240327141000000 · WILMER, TX · Roll 2027
Owner as listed: AmTrust Financial Services Inc
Matched on: exact company name; recorded in OH, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 24, 2026, 8:10 AM ET

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. Sources searched: 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). 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 ↗AF Amtrust Financial Services, Inc.shared people, same business addressNEW YORK, NYInsurance1$15,954,264
offering $15,954,264 · similar: $750,000–$13,000,000
46
similar: 1–13
No minimum reported
similar: $6,403–$560,000
2018–2018
EDGAR ↗EP Evergreen Parent, L.P.shared people, same business address, similar issuer namesNEW YORK, NYInsurance2$2,741,024,356
offering Indefinite · similar: $750,000–$13,000,000
85
similar: 1–13
No minimum reported
similar: $6,403–$560,000
2018–2019
EDGAR ↗EP Evergreen Parent GP, LLCshared people, same business address, similar issuer namesNEW YORK, NYInsurance1$0
offering Indefinite · similar: $750,000–$13,000,000
43
similar: 1–13
No minimum reported
similar: $6,403–$560,000
2018–2018

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(b) (687 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 ↗Jul 12, 2019Evergreen Parent, L.P.DInsuranceIndefinite$0
EDGAR ↗Dec 11, 2018Evergreen Parent GP, LLCDInsuranceIndefinite$0
EDGAR ↗Dec 11, 2018Evergreen Parent, L.P.DInsurance$2,756,978,620$2,741,024,356
EDGAR ↗Dec 11, 2018Amtrust Financial Services, Inc.DInsurance$15,954,264$15,954,264

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 Jul 12, 2019. Industry history, as reported on each offering's latest filing: All 4 offerings reported: Insurance (2018–2019).

People across the group

NameRolesIssuers hereFirst → last listed
GK George KarfunkelDirector3Dec 11, 2018 → Jul 12, 2019
LK Leah KarfunkelDirector3Dec 11, 2018 → Jul 12, 2019
BZ Barry D. ZyskindExecutive Officer, Director3Dec 11, 2018 → Jul 12, 2019
DW David J. WermuthDirector2Dec 11, 2018 → Jul 12, 2019
NZ Nicolas ZerbibDirector2Dec 11, 2018 → Jul 12, 2019
AK Adam KarkowskyExecutive Officer2Dec 11, 2018 → Dec 11, 2018
DD Donald DeCarloDirector1Dec 11, 2018 → Dec 11, 2018
DS David SaksExecutive Officer1Dec 11, 2018 → Dec 11, 2018
CL Christopher LongoExecutive Officer1Dec 11, 2018 → Dec 11, 2018
MS Mark SerockDirector1Dec 11, 2018 → Dec 11, 2018
AG Ariel GorelikExecutive Officer1Dec 11, 2018 → Dec 11, 2018
SF Susan FischDirector1Dec 11, 2018 → Dec 11, 2018
RR Raul RiveraDirector1Dec 11, 2018 → Dec 11, 2018
MC Max G. CavietExecutive Officer1Dec 11, 2018 → Dec 11, 2018
AG Abraham GulkowitzDirector1Dec 11, 2018 → Dec 11, 2018
SU Stephen UngarExecutive Officer1Dec 11, 2018 → Dec 11, 2018
MS Michael J. SaxonExecutive Officer1Dec 11, 2018 → Dec 11, 2018

Business registration (state registry / Secretary of State)

1 of 3 issuers have a matched state registry record — records by status: active 1.

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 Parent.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Evergreen Parent 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 Parent's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #231,653 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Change history

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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) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗