0002058199-25-000002.txt : 20250516 0002058199-25-000002.hdr.sgml : 20250516 20250515174722 ACCESSION NUMBER: 0002058199-25-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20250516 DATE AS OF CHANGE: 20250515 EFFECTIVENESS DATE: 20250516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Octagon CLO Evergreen Opportunity Fund, Ltd. CENTRAL INDEX KEY: 0002058199 ORGANIZATION NAME: EIN: 981836680 STATE OF INCORPORATION: E9 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-545053 FILM NUMBER: 25956184 BUSINESS ADDRESS: STREET 1: C/O MAPLES CORPORATE SERVICES LIMITED STREET 2: UGLAND HOUSE, PO BOX 309 CITY: GRAND CAYMAN STATE: E9 ZIP: KY1-1104 BUSINESS PHONE: (212)400-8400 MAIL ADDRESS: STREET 1: 250 PARK AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10177 D/A 1 primary_doc.xml X0708 D/A LIVE 0002058199 Octagon CLO Evergreen Opportunity Fund, Ltd. C/O MAPLES CORPORATE SERVICES LIMITED UGLAND HOUSE, PO BOX 309 GRAND CAYMAN E9 CAYMAN ISLANDS KY1-1104 (212)400-8400 CAYMAN ISLANDS None None Other Exempted Cayman Islands Company true 2025 - Octagon Credit Investors, LLC 250 Park Avenue, 15th Floor New York NY NEW YORK 10177 Promoter Managing Member and the Investment Manager of the Issuer Gretchen M. Lam 250 Park Avenue, 15th Floor New York NY NEW YORK 10177 Executive Officer Chief Executive Officer of the Investment Manager Amy S. Adar 250 Park Avenue, 15th Floor New York NY NEW YORK 10177 Executive Officer Director of Fund, Chief Financial Officer of the Investment Manager Michael B. Nechamkin 250 Park Avenue, 15th Floor New York NY NEW YORK 10177 Executive Officer Chief Investment Officer of the Investment Manager William Shaw Maples Corporate Services Limited PO Box 309 Ugland House Grand Cayman E9 CAYMAN ISLANDS KY1-1104 Director Director of Fund Kimberly Melen Maples Corporate Services Limited PO Box 309 Ugland House Grand Cayman E9 CAYMAN ISLANDS KY1-1104 Director Director of Fund Pooled Investment Fund Hedge Fund false Decline to Disclose 06b 3C 3C.7 true 0002058199-25-000001 2025-05-05 true true false 0 Conning Investment Products, Inc. 120387 None None One Financial Plaza 755 Main Street Hartford CT CONNECTICUT 06103-2627 CA CALIFORNIA CT CONNECTICUT IL ILLINOIS MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK TX TEXAS VA VIRGINIA WI WISCONSIN false Indefinite 14400000 Indefinite false 3 0 0 The Investment Manager may pay Conning between 0 and 33 1/3% of the management fees it receives. 0 The issuer pays the Investment Manager a quarterly management fee equal to a percentage of the net asset value of the Issuer. false Octagon CLO Evergreen Opportunity Fund, Ltd. Xuan Zhu Xuan Zhu Executive Director (Octagon Compliance) 2025-05-15