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Dakota tracks and benchmarks more than 450 evergreen funds, uncovering performance data that is publicly available but often overlooked.
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Evergreen funds are growing. Transparency has not kept up.
Evergreen structures are increasingly used across private equity, private credit, real estate, and hybrid strategies. Yet performance data is scattered, inconsistently reported, and difficult to aggregate.
Many market participants assume evergreen performance is opaque. IT IS NOT.
Evergreen fund performance is publicly accessible and easier to locate than most realize.
By systematically reviewing regulatory filings, including Form D disclosures and related documentation, Dakota identified performance data for more than 450 evergreen funds.
During this process, we uncovered nearly 300+ additional evergreen vehicles that were not widely tracked or categorized as evergreen strategies.
This required manual review, classification, and standardization across filings.
The result is one of the most comprehensive evergreen benchmarking datasets available.
The Dakota Evergreen Dataset
450+ Evergreen funds tracked
Regulatory filing history
Sponsor-level rollups
Standardized performance metrics
Fund structure details
Strategy classification across private equity, credit, real estate, and hybrid vehicles
All performance data is sourced from publicly available filings and organized into a consistent, benchmark-ready format.
If your team is evaluating evergreen allocations or competing vehicles, this dataset provides the underlying transparency. Dakota’s evergreen dataset helps LPs:
Benchmark evergreen performance against peers
Compare structures and liquidity terms
Track sponsor expansion into evergreen vehicles
Monitor GP and LP trends across private markets
Understand the competitive landscape
See how peers are structuring evergreen products
Benchmark reported performance
Track capital formation trends
Identify new entrants in the evergreen market
Evergreen vehicles are becoming a core part of private markets distribution. Institutional investors, wealth channels, and hybrid allocators are increasing exposure.
As structures evolve, benchmarking becomes critical. Until now, the data was fragmented.
Dakota Marketplace provides access to:
Detailed evergreen fund profiles
Benchmark-ready performance data
Sponsor and allocator trend analysis
Regulatory filing history
Book a demo to explore the full evergreen dataset and see how your team can benchmark the market.
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