Form D · Other Investment Fund
Belmere Capital Fund LLC
Boston, MA · CIK 0002113715
Offering snapshot reported Jun 30, 2026 · SEC filing
- Reported sold
- $1.26B Indefinite offering
- Investors reported
- 482 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jun 25, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 30, 2026 | Initial | $1,255,233,882 | No comparison | 482 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $3.92M
- Finders' fees
- $0
- Form D file number
- 021-589182
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| JP Morgan Securities | 79 | |
| LPL Financial LLC | 6413 | |
| Morgan Stanley | 149777 | |
| Oppenheimer & Co. Inc | 249 | |
| Raymond James & Associates, Inc | 705 | Raymond James Financial Services Advisors (RIA) · CRD 149018 |
| Raymond James Financial Services | 6694 | Raymond James Financial Services Advisors (RIA) · CRD 149018 |
| Summit Trail Securities | 285784 | |
| Ameriprise Financial | 6363 | |
| Sanford C. Bernstein & Co. | 104474 | |
| BOK (Bank of Oklahoma) Financial Securities | 17530 | |
| Cambridge Investment Research Inc. | 39543 | |
| Commonwealth Financial Network | 8032 | |
| CIBC Private Wealth Advisors | 109644 | |
| Charles Schwab & Co. | 5393 | |
| Edward D. Jones & Co. | 250 | |
| iCapital Markets LLC | 118219 | |
| Merrill Lynch, Pierce Fenner & Smith Inc. | 7691 | |
| Northwestern Mutual Investment Services Inc. | 2881 | |
| Plante Moran Financial Advisors (RIA) | 112158 | |
| Rockefeller Financial | 291361 | |
| Stifel Nicolaus & Co. | 793 | |
| Sanctuary Securities | 205 | |
| Truist Investment Services | 17499 | |
| UBS Financial Services | 8174 | |
| Wells Fargo Clearing Services | 19616 | Wells Fargo Securities · CRD 126292 |
| Citigroup Global Markets | 7059 | |
| DA Davidson | 199 | |
| Goldman Sachs | 361 | |
| Osaic Wealth | 23131 | |
| Prospera Financial Services | 10740 | |
| RBC Capital Markets | 31194 | RBC Securities · CRD 103705 |
| Robert W Baird Inc | 8158 |
Source: Form D, filed Jun 30, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Yana S. Barton | Executive |
| N/A Eaton Vance Management | Promoter |
| James Kirchner | Executive |
| Deidre Walsh | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
One Post Office Square
Boston, MA, 02109
Boston, MA, 02109