Form D · Other Investment Fund

Belhurst Capital Fund LLC

Boston, MA · CIK 0001886309

Offering snapshot reported Apr 24, 2026 · SEC filing

Reported sold
$5.65B
Indefinite offering
Investors reported
1,921
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 16, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.83B$5.65BOct 5, 2021Dec 29, 2021: $758,673,358.00Mar 30, 2022: $1,515,240,209.00Apr 27, 2023: $1,515,240,209.00Apr 26, 2024: $4,859,434,485.00Apr 25, 2025: $5,530,385,713.00Apr 24, 2026: $5,654,188,762.00Apr 24, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$5,530,385,713 → $5,654,188,762
  • Reported investors1,886 → 1,921

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 24, 2026Amendment$5,654,188,762$123,803,049vs Apr 25, 20251,921SEC filing
Apr 25, 2025Amendment$5,530,385,713$670,951,228vs Apr 26, 20241,886SEC filing
Apr 26, 2024Amendment$4,859,434,485$3,344,194,276vs Apr 27, 20231,639SEC filing
Apr 27, 2023Amendment$1,515,240,209$0vs Mar 30, 2022510SEC filing
Mar 30, 2022Amendment$1,515,240,209$756,566,851vs Dec 29, 2021510SEC filing
Dec 29, 2021Amendment$758,673,358No comparison252SEC filing
Oct 7, 2021AmendmentYet to sellNo comparison0SEC filing
Oct 5, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$17.4M
Finders' fees
$0
Form D file number
021-415728

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Eaton Vance Distributors, Inc.37731
Northern Trust Securities7927
Cetera Advisors LLC10299First Allied Securities · CRD 32444
Rockefeller Financial LLC291361
JP Morgan Securities79
UBS Financial Services8174
RBC Capital Markets, LLC31194
iCaptial Securities LLC171061
Wells Fargo Advisors11025Wells Fargo Clearing Services · CRD 19616
Merrill Lynch, Pierce Fenner, & Smith7691
Morgan Stanley8209
PNC Investments129052PNC Capital Markets · CRD 15647
Charles Schwab & Co., Inc.5393
First Republic105108
Raymond James & Associates705Raymond James Financial Services · CRD 6694
Janney Montgomery Scott463
iCapital Securities, LLC and Institutional Capital Network, Inc.171061
Bank of America Private Bank (FKA US Trust)NoneMerrill Lynch, Pierce Fenner, & Smith · CRD 7691
Deutsche Bank Securities Inc.2525
Commonwealth Equity Services, LLC dba Commonwealth Financial Network8032
Ameriprise Financial6363
Fifth Third Securities, Inc628
Stifel Nicolaus & Company, Inc.793
Sanford C. Bernstein & Co. LLC104474
Truist Investment Services (FKA BB&T, SunTrust Investment Services)17499
Robert W Baird & CO. Inc.8158
Northern Trust FiduciaryNoneNorthern Trust Securities · CRD 7927

Source: Form D, filed Apr 24, 2026. 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

BELHURST CAPITAL FUND LLC

Investment adviser: BOSTON MANAGEMENT AND RESEARCH

Gross asset value
$9.76B
Beneficial owners
1,899
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 AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Marketer EATON VANCE DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: Yes
Marketer NORTHERN TRUST SECURITIES, INC CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

EATON VANCE DISTRIBUTORS, INC.
CRD 37731 · SEC 8-47939

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

NORTHERN TRUST SECURITIES, INC
CRD 7927 · SEC 801-80781

Filing source

Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1), fund 805-1744308386

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
Yana S. Barton Executive
Dan Cataldo Executive
Management Eaton Vance Promoter
N/A Eaton Vance Management Promoter
Thomas Faust Jr. Executive
Drew Ferrante Executive
Drew Frenette Executive
James Kirchner Executive
A. John Murphy Executive
Deidre Walsh Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Post Office Square
Boston, MA, 02109