0002058203-25-000002.txt : 20250516 0002058203-25-000002.hdr.sgml : 20250516 20250515174925 ACCESSION NUMBER: 0002058203-25-000002 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, LLC CENTRAL INDEX KEY: 0002058203 ORGANIZATION NAME: EIN: 333166549 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-545050 FILM NUMBER: 25956197 BUSINESS ADDRESS: STREET 1: 250 PARK AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10177 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 0002058203 Octagon CLO Evergreen Opportunity Fund, LLC 250 PARK AVENUE 15TH FLOOR NEW YORK NY NEW YORK 10177 (212)400-8400 DELAWARE None None Limited Liability 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 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 Pooled Investment Fund Hedge Fund false Decline to Disclose 06b 3C 3C.7 true 0002058203-25-000001 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 CT CONNECTICUT WI WISCONSIN IL ILLINOIS MA MASSACHUSETTS TX TEXAS NY NEW YORK VA VIRGINIA NJ NEW JERSEY CA CALIFORNIA false Indefinite 20725000 Indefinite false 18 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, LLC Xuan Zhu Xuan Zhu Executive Director (Octagon Compliance) 2025-05-15