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Bow River Capital Evergreen Fund

NASDAQ:EVERX
Annual Meeting

of Shareholders

MEETING DATE

08/31/2026
DEF 14A FILED
07/20/2026
PUBLISHED
07/20/2026 3:16 pm
TIME TO PUBLISH
07/22/2026
METHODOLOGY
approve
EXCHANGE NASDAQ:EVERX · CUSIP 102163102 · CLASS Class I and Class II · CIK 0001810256

RECONCILED · MIXED

Reconciled against the company’s Form 8-K Item 5.07 filed 2026-06-15.

2
FOR
1
AGAINST
0
WITHHOLD
3
BALLOT ITEMS

ITEM-BY-ITEM RECOMMENDATIONS

1
To approve a new investment advisory agreement ("New Advisory Agreement") with New York Life Investment Management LLC ("NYLIM") that will replace the current investment advisory agreement ("Existing Advisory Agreement") with Bow River Advisers, LLC (the "Existing Adviser").
compensation
Elevated
For
Board FOR · Duopoly unknown — No divergence flagged

Transaction will terminate the existing advisory agreement, and the new agreement keeps advisory fees identical.

Divergence: 0 Review status: Approved. Publication ledger and 8-K reconciliation pending.
2
To approve a new sub-advisory agreement ("New Sub-Advisory Agreement") between NYLIM and Apogem Capital LLC ("Apogem") that will replace the current investment consultant agreement between the Existing Adviser and Apogem ("Existing Investment Consultant Agreement").
compensation
Elevated
For
Board FOR · Duopoly unknown — No divergence flagged

Closing will terminate the existing investment consultant agreement, and approval would not change the Fund's advisory fee rate.

Divergence: 0 Review status: Approved. Publication ledger and 8-K reconciliation pending.
3
To transact such other business as may properly come before the Special Meeting and any adjournments thereof.
other
Elevated
Against
Board none · Duopoly unknown — ⚠ Divergence flagged

Filing provides no specific matter for shareholders to evaluate under this proposal.

Divergence: 1 Review status: Approved. Publication ledger and 8-K reconciliation pending.

Ledger

630b114522f0a23a5848df1316a8d450a42df52ae8855aa32367d17a464f8214

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