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The Fund was launched in May 2020 and provides access to a broad range of private market investments across vintage year, geography, and size with a focus on middle market private equity. Since inception, the Fund has executed more than 120 transactions, providing exposure to hundreds of private companies. Designed to be a resilient portfolio, the Fund has navigated challenging investment markets in its first five years, maintaining consistent returns with minimal drawdowns.

For the period since the inception ending May 31, 2025, the Fund has generated an annualized net return of 16.88% with a maximum drawdown of 1.1%. For the one-year period ending May 31, 2025, the Fund returned 13.47%. Past performance is no guarantee of future results.

"Our goal with the Evergreen Fund is to provide investors with a private equity portfolio focused on the middle market, an area that Bow River has invested in for more than two decades," said Jeremy Held, Founder and President of the Evergreen Fund.

The Fund's combination of immediate investment exposure, broad diversification, and low investment minimums ($50,000 for accredited investors) has attracted interest from a wide range of investors and investment advisors.

As part of the Fund's growth, Bow River has continued to expand its investment team. Teague Towner joined the Evergreen team from the San Manuel Band of Mission Indians' Sovereign Wealth Fund in 2024, and Amanda Krakauer joined from Blackstone in March 2025. They both bring sourcing, underwriting, and monitoring experience to the Evergreen Fund. In addition to Mr. Towner and Ms. Krakauer, Mr. Held expects to add additional investment resources in 2025.

Bow River Capital is a private alternative asset manager based in Denver, Colorado, focused on investing in the lower and middle market in five asset classes: defense technology, private credit, private equity, real estate, and software growth equity.

Press release

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