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RIA / WealthPrivate fundprivate equity fund3(c)(1)fund of funds

OAC EVERGREEN, LLC

advised by ONEASCENT CAPITAL

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc05db23-633b-5334-ae26-bfd92cfa4cab

Data as of Sep 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 20, 2024 to Sep 20, 2024
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

OAC Evergreen, LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: ONEASCENT CAPITALCRD 323220
Fund type: Private Equity Fund
Latest reported GAV: $4.0Mgross asset value on Schedule D 7.B(1), as of 2024-09-20; never fund size
Peak reported GAV: $4.0M
Beneficial owners: 11
Minimum investment: $500,000
Owned by the adviser: 1500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-517533an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Sep 20, 2024
Last reported: Sep 20, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 1
Fund id: 805-8593410003

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 20, 2024	$4.0M	11	$500,000	1500.0%	yes	OAC EVERGREEN, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
OAKWORTH CAPITAL BANK	OAKWORTH CAPITAL BANK	Birmingham	Alabama	United States	no	n/a

Relationships

Advises (1)

← ONEASCENT CAPITALRegistered adviserPrivate Equity Fund, IA
Sep 20, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc05db23-633b-5334-ae26-bfd92cfa4cab
First observed: Sep 20, 2024
Last observed: Sep 20, 2024 24 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OAC EVERGREEN, LLC

advised by ONEASCENT CAPITAL

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc05db23-633b-5334-ae26-bfd92cfa4cab

Data as of Sep 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 20, 2024

$4.0M

$500,000

1500.0%

yes

OAC EVERGREEN, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

OAKWORTH CAPITAL BANK

Birmingham

Alabama

United States

n/a