Form D · Other Investment Fund

Belgard Capital Fund LLC

Boston, MA · CIK 0001752572

Offering snapshot reported Oct 7, 2021 · SEC filing

Reported sold
$7B
Indefinite offering
Investors reported
1,905
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 14, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors865 → 1,905

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2021AmendmentYet to sellNo comparison865SEC filing
Oct 7, 2021Amendment$6,999,151,495No comparison1,905SEC filing
Sep 17, 2020AmendmentYet to sellNo comparison903SEC filing
Nov 20, 2019AmendmentYet to sellNo comparison382SEC filing
Sep 12, 2019AmendmentYet to sellNo comparison382SEC filing
Nov 30, 2018AmendmentYet to sellNo comparison0SEC filing
Sep 12, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-321162
Shares of the Fund

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Eaton Vance Distributors, Inc.37731
BB&T SECURITIES, LLC142785
NORTHERN TRUST SECURITIES, INC.7927
OPPENHEIMER & CO. INC249
ROBERT W. BAIRD & CO. INCORPORATED8158
SANFORD C. BERNSTEIN & CO., LLC104474
Hightower Advisors, LLC145323
RBC Capital Markets, LLC31194
CIBC Private Wealth Advisors (Atlantic Trust)109644
Mercer Advisors147363
First Republic Securities LLC105108
Ameriprise Financial6363
Merrill Lynch, Pierce Fenner, & Smith7691
Stifel Nicolaus & Company, Inc.793
Charles Schwab & Co., Inc.5393
Morgan Stanley8209
Bessemer Investor Services17442
JP Morgan Securities (Private Bank uses JPM Securities)79
UBS Financial Services8174
Cetera Advisors LLC10299First Allied Securities · CRD 32444

Source: Form D, filed Oct 7, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BELGARD CAPITAL FUND LLC

Investment adviser: BOSTON MANAGEMENT AND RESEARCH

Gross asset value
$14.3B
Beneficial owners
1,847
ADV minimum commitment
$1M

Reported in Form ADV on Mar 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian STATE STREET BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Filing source

Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1), fund 805-9891985185

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Daniel Cataldo Executive
Management Eaton Vance Promoter
Thomas Faust Jr. Executive
Drew Frenette Executive
Laurie G. Hylton Executive
Frederick S. Marius Executive
A. John Murphy Executive
Deidre Walsh Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Two International Place
Boston, MA, 02110