| Fund ID | 805-5349659515 |
| Fund type | Other Private Fund — INVESTMENT PARTNERSHIP |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | No |
| Prepared per GAAP | No |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
| Owned by the adviser or related persons | 6% |
| Owned by funds of funds | 0% |
| Owned by non-U.S. persons | 0% |
| Fund | Type | Gross assets |
|---|---|---|
| Evans Cook LLC | Other Private | $4.9M |
| Barrett Evans Capital 1 | Other Private | $2.9M |
Barrett Evans Capital 2 reports $425,462 in gross assets, among the top 97% of private funds by size.
The stated minimum investment is $10,000.
Barrett Evans Capital 2 is managed by Successful Portfolios LLC.
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.