Form D · Other Investment Fund
Belnova Capital Fund LLC
Boston, MA · CIK 0002030239
Offering snapshot reported Mar 10, 2026 · SEC filing
- Reported sold
- $3.96B Indefinite offering
- Investors reported
- 1,534 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Sep 24, 2024 As reported in this filing
Fundraising history
Reported soldDates 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$1,170,707,752 → $3,957,381,042
- Reported investors429 → 1,534
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 10, 2026 | Amendment | $3,957,381,042 | $2,786,673,290vs Mar 10, 2025 | 1,534 | SEC filing |
| Mar 10, 2025 | Amendment | $1,170,707,752 | $575,696,197vs Nov 19, 2024 | 429 | SEC filing |
| Nov 19, 2024 | Amendment | $595,011,555 | $323,349,397vs Oct 7, 2024 | 212 | SEC filing |
| Oct 7, 2024 | Initial | $271,662,158 | No comparison | 89 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $14.7M
- Finders' fees
- $0
- Form D file number
- 021-526039
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Deutsche Bank Securities Inc. | 2525 | |
| Glenmede Trust Company | 108165 | Glenmede Advisers |
| Commonwealth Financial Network | 8032 | |
| Bank of Oklahoma Financial Securities | 17530 | |
| Northern Trust Securities, Inc. | 7927 | |
| Charles Schwab & Co., Inc. | 5393 | |
| Fifth Third Securities | 628 | Fifth Third Wealth Advisors · CRD 313015 |
| JP Morgan Securities | 79 | First Republic Investment Management · CRD 108559 |
| Raymond James & Associates, Inc. | 705 | |
| Sanford C. Bernstein & Co. Inc. | 104474 | |
| RBC Capital Markets LLC | 31194 | |
| CIBC Private Wealth Advisors Inc | 109644 | |
| Janney Montgomery Scott LLC | 463 | |
| Northwestern Mutual Investment Services LLC | 2881 | |
| Morgan Stanley | 149777 | |
| Robert W. Baird | 8158 | |
| Plante Moran | 112158 | |
| Sentry Advisors | 174042 | |
| Leo Wealth LLC | 283891 | |
| Ameriprise Financial Services Inc | 6363 | |
| Osaic Wealth Inc. | 23131 | Osaic Institutions, Inc · CRD 35371 |
| Baker Street Advisors LLC | 128066 | |
| BluePointe capital Management LLC | 140262 | |
| CapFinancial Partners LLC (DBA CapTrust) | 175112 | |
| D.A. Davidson & Co, Inc | 199 | |
| HB Wealth Management LLC (aka Homrich Berg) | 316731 | |
| HighTower Advisors LLC | 145323 | HighTower Securities · CRD 116681 |
| ICONIQ Capital | 159198 | |
| Kukui Tree Capital Management | 330374 | |
| MDRN Capital | 325950 | |
| Partners Capital Investment Group LLP | 120663 | |
| Spirepoint Private Client LLC | 327350 | |
| Stevens Capital Partners Inc. | 317517 | |
| Summit Trail Advisors LLC | 220529 | Summit Trail Securities LLC · CRD 285784 |
| Truist Bank NA | None | Truist Advisory Services · CRD 283390 |
| BMO Bank NA | None | BMO Family Office LLC · CRD 110264 |
| New Edge Wealth | 307771 | |
| Ameriprise Financial | 6363 | |
| Cetera Financial | None | Cetera Advisors LLC · CRD 10299 |
| Marquis Wealth Management Group | 116604 | |
| Mercer Global Wealth Advisors | 147363 | |
| 5C Capital Management, LLC | 284213 | |
| Alphacore Capital LLC | 174346 | |
| Archway Wealth Management, LLC | 326816 | |
| Argos Wealth Advisors, LLC | 144481 | |
| Clearstead Advisory Solutions | 105674 | Clearstead Hartland & Co |
| CoastEdge Partners LLC | 149685 | |
| Coldstream Wealth Management | 108805 | |
| Compak Asset Management | 109930 | |
| Edward Jones | 250 | |
| Ehrenkranz Partners LP | 131728 | |
| Equitable Advisors | 6627 | |
| GlenEagles Investment Advisors | 312306 | |
| HSBC Securities USA Inc | 19585 | |
| Kelson Capital LLC | 149477 | |
| Laird Norton Wetherby Wealth Mgt | 107341 | |
| MAI Capital Management | 109807 | |
| Moneta Group Investment Advisors | 104727 | |
| OpenArc Corporate Advisory | 336837 | |
| Prospera Financial Services Inc | 10740 | |
| Requisite Capital Management LLC | 283107 | |
| RWA Wealth Partners | 156984 |
Source: Form D, filed Mar 10, 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 |
| Drew Frenette | Executive |
| James Kirchner | Executive |
| A. John Murphy | Executive |
| Deidre Walsh | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02109