Everstar is a Mooresville, North Carolina-based investment advisory and management firm, established in 2021 and has been registered with the SEC since September 2023. From 2021 through September 2023, the Advisor was registered as an investment advisor with the States of North Carolina, Ohio and Iowa. The principal owner of Everstar is Lee Larson. Everstar primarily provides investment advisory services to Clients through financial professionals associated with Everstar as Investment Adviser Representatives (“IAR”). Each IAR is required by applicable rules and policies to obtain licenses to recommend specific investment products and services, investments, or models depending on the licenses obtained; they may transact business or respond to inquiries only in the state(s) in which they are appropriately qualified. For more information about each IRA, refer to their Brochure Supplement, which is a separate document that is provided to each Client by Everstar along with this Brochure before or at the time the Client engages Everstar. Certain IARs have other business interests, as described in their Brochure Supplement, and have established their own legal business entities whose tradenames and logos are used for marketing purposes and do appear on marketing materials or client statements. As of the date of this Brochure, one such tradename exists: Advanced Wealth Strategies or “AWS.” For avoidance of doubt, AWS’ investment advisory and financial planning products and services are provided through Everstar only. Other business lines, such as insurance services and products, are provided through Advance Wealth Strategies, Inc., which is unaffiliated with Everstar. As such, these services and products are not part of the investment advisory or financial planning services provided by Everstar and are not covered by any agreement between the Client and Everstar. Clients should understand that these businesses are through the IAR’s separate legal entities and not Everstar. Please see Item 5.E. and Item 10.C for additional information. Everstar offers and provides tailored investment advisory and management services to individuals, high- net-worth individuals, and families (each a “Wealth Advisory Client” and, collectively, the “Wealth Advisory Clients”) and also provides discretionary investment advisory services to Everstar Capital Appreciation Fund, LP (“ECAP” or “Fund”) and Everstar AWS Strategic Allocation Fund, LP (“ESAF” or “Fund”, collectively with ECAP, the “Funds” and together with the Wealth Advisory Clients and Financial Planning Clients, the “Clients”), privately offered pooled investment vehicles exempt from registration under the Investment Company Act of 1940, as amended. Each Fund is intended for investment by certain investors (collectively the “Investors” or “Limited Partners” and each an “Investor” or “Limited Partner”) that meet the definition of “accredited investor” as defined under Regulation D of the securities Act of 1933, as amended, “qualified clients” as defined

under Section 205-3 of the Investment Advisers Act of 1940, as amended (the “ U.S. Advisers Act”) so as to comply with the exemption under Section 3(c)(1) of the Investment Company Act of 1940 (the “Company Act”), as applicable to each Fund. From time to time, Everstar recommends that certain of its Wealth Advisory Clients invest in the Funds to the extent that such an investment would be suitable and appropriate for such Client. Such recommendations are subject to certain potential conflicts of interest on the part of Everstar and involve the payment of certain fees and compensation by a Wealth Advisory Client that invests in a Fund. Additional details regarding the Funds are provided in Item 5: Fees and Compensation and Item 10: Other Financial Industry Activities and Affiliations below. Lee Larson serves as Everstar’s primary portfolio manager (the “Portfolio Manager”) and is supported by Fu Yuet and Richard Jakiel in a limited capacity. Additionally, Everstar may provide financial planning services to its Clients, including tax planning, estate planning, and philanthropic planning (“Financial Planning Clients”). Everstar’s financial planning services are customizable depending on each Client’ needs and may address any or all of the following areas: personal budgeting, cash flow analysis, income tax and spending analysis, asset allocation, investment consulting regarding investments maintained outside of Everstar, retirement planning, insurance planning, income tax planning, and estate planning. The specific investment advisory and management services provided to each Wealth Advisory Client, including any tailored restrictions which may be negotiated will be described in greater detail in the investment advisory and management agreement and related documentation for the applicable client (the “Advisory Contract”). Each such Advisory Contract is based on each client’s individual goals, objectives, time horizon, and risk tolerance. Generally, such services are provided on a discretionary basis, but clients may request restrictions in investing in certain securities or types of securities in accordance with their values and beliefs. The Firm’s investment management and advisory services to each Fund are provided pursuant to the terms of their respective private placement memorandum and/or other offering documents, investment advisory agreement, limited partnership agreement, limited liability company agreement, or other governing documents (collectively, the “Governing Documents”). The Firm may enter into side letters with investors to the Funds to provide them with special terms related to their investment in a Fund, which are not offered to other investors in the Funds. Everstar does not participate in a wrap fee program. As of December 31, 2023, Everstar had approximately $131,435,199 in regulatory assets under management, $129,504,522 managed on a discretionary basis and $1,931,677 on a non-discretionary basis.