Bow River Capital Evergreen Fund shareholders approved management changes ahead of an expected October 1, 2026 change of control, after which Apogem Evergreen Fund will have New York Life Investment Management as adviser and Apogem Capital as sub-adviser.

Bow River Capital Evergreen Fund updated its prospectus for a continuous offering of Class I and Class II Shares at net asset value, with $50,000 minimum initial investments and total annual expenses of 2.74% and 2.99%, respectively.

Bow River Capital Evergreen Fund is offering to repurchase up to 5% of its shares, about 1,158,282 shares, for cash at net asset value determined August 31, 2026. Investors must submit requests by 11:59 p.m. Eastern Time on August 17, 2026.

Bow River Capital Evergreen Fund reported its 2026 annual proxy voting notice report, listing no series and requesting no confidential treatment. Trustee and President Jeremy Held signed the report on July 22, 2026.

Bow River Capital Evergreen Fund announced Board of Trustees approval of new management agreements with NYLIM and Apogem for Bow River Advisers’ merger with Apogem. Shareholders are asked to vote before the August 31, 2026 meeting.

Bow River Capital Evergreen Fund seeks shareholder approval on August 31, 2026 for New York Life Investment Management and Apogem to replace Bow River Advisers after a pending acquisition, with the advisory fee rate remaining 1.75%.

Bow River Capital Evergreen Fund’s amended co-investment relief application now describes Apogem Capital as a sub-adviser limited to sourcing opportunities and adds conditions on expense sharing, transaction fees, security dispositions and board oversight.

The fund seeks shareholder approval for New York Life Investment Management as adviser and Apogem Capital as sub-adviser after a 2026 sale agreement. Approval would keep the 1.75% advisory fee rate and portfolio management team as the sub-adviser’s employees.

Bow River Capital Evergreen Fund reported $344.5 million of net securities sales for the fiscal year ending March 31, 2026, after $387.7 million sold and $43.2 million redeemed or repurchased. The registration fee due is $47,570.

Bow River Capital Evergreen Fund updated its co-investment exemptive application to broaden eligible future vehicles to open-end funds and series, clarify Bow River Advisers and Apogem Capital common control by New York Life, and add designated committee approval mechanics.