Apogem Evergreen Fund offered to repurchase up to 5% of outstanding Class I and Class II shares at net asset value. Shareholder requests are due by 11:59 p.m. Eastern Time on November 16, 2026, with pricing on November 30, 2026.

Chief Compliance Officer Kevin J. Power disclosed beneficial ownership of 0 shares of beneficial interest in Apogem Evergreen Fund as of October 1, 2026.

Apogem Capital CEO Josh Niedner disclosed direct beneficial ownership of 0 shares of beneficial interest in Apogem Evergreen Fund as of October 1, 2026. Investors receive an ownership disclosure showing no reported fund shares owned by him.

Vice President Kirk C. Lehneis disclosed ownership of 0 shares of beneficial interest in Apogem Evergreen Fund as of October 1, 2026.

Naim Abou-Jaoude, CEO of NYLIM, disclosed direct beneficial ownership of 0 Apogem Evergreen Fund shares of beneficial interest as of October 1, 2026.

Jack Benintende, Treasurer of Apogem Evergreen Fund, disclosed direct beneficial ownership of 0 shares of beneficial interest as of October 1, 2026.

Apogem Evergreen Fund disclosed Secretary/Chief Legal Officer Gao Juwen Kevin’s ownership position as of October 1, 2026, reporting 0 shares of beneficial interest held directly.

Bow River Capital Evergreen Fund reported tender offer results: Class I shares accepted had $16.5 million of net asset value and Class II shares accepted had $512,553, with purchase payments made.

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.