Form D · Private Equity Fund

CLEARFORK CAPITAL FUND LLC

Boston, MA · CIK 0001393065

Offering snapshot reported Mar 13, 2020 · SEC filing

Reported sold
$2.18B
Indefinite offering
Investors reported
2,542
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 21, 2007
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.19B$2.38BMar 10, 2010: $11,460,064.00Mar 10, 2010Mar 9, 2011: $31,181,820.00Mar 6, 2012: $15,600,250.00Mar 5, 2013: $376,998,712.00Mar 4, 2014: $529,857,067.00Mar 3, 2015: $847,308,141.00Mar 3, 2016: $927,681,000.00Mar 3, 2017: $1,113,459,000.00Mar 5, 2018: $1,583,502,000.00Mar 5, 2019: $2,375,951,000.00Mar 13, 2020: $2,177,729,000.00Mar 13, 2020

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$2,375,951,000 → $2,177,729,000
  • Reported investors2,147 → 2,542

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 13, 2020Amendment$2,177,729,000-$198,222,000vs Mar 5, 20192,542SEC filing
Mar 5, 2019Amendment$2,375,951,000$792,449,000vs Mar 5, 20182,147SEC filing
Mar 5, 2018Amendment$1,583,502,000$470,043,000vs Mar 3, 20171,535SEC filing
Mar 3, 2017Amendment$1,113,459,000$185,778,000vs Mar 3, 20161,116SEC filing
Mar 3, 2016Amendment$927,681,000$80,372,859vs Mar 3, 2015956SEC filing
Mar 3, 2015Amendment$847,308,141$317,451,074vs Mar 4, 2014579SEC filing
Mar 4, 2014Amendment$529,857,067$152,858,355vs Mar 5, 2013392SEC filing
Mar 5, 2013Amendment$376,998,712$361,398,462vs Mar 6, 2012348SEC filing
Mar 6, 2012Amendment$15,600,250-$15,581,570vs Mar 9, 2011306SEC filing
Mar 9, 2011Amendment$31,181,820$19,721,756vs Mar 10, 2010273SEC filing
Mar 10, 2010Amendment$11,460,064No comparison273SEC filing
Mar 13, 2008PaperNot reportedNo comparisonNot reportedSEC filing
Mar 7, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$2.97M (estimated)
Finders' fees
$0
Form D file number
021-100962

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Eaton Vance Distributors, Inc.37731
Ameriprise Finacial Services6363
AT INVESTMENT ADVISERS, INC.109644
ALLIANCEBERNSTEIN INVESTMENTS, INC.14549
Credit Suisse Securities (USA) LLC816
Deutsche Bank Securities, Inc.2525
Fifth Third Bank, N.A.None
LPL Finanical Corporation6413
SANFORD C. BERNSTEIN & CO., LLC104474
Morgan Stanley & Co., Incorporated8209
Northern Trust Securities, Inc.7927
Oppenheimer & Co., Inc.249
Raymond James & Associates, Inc.705
RBC CAPITAL MARKETS, LLC31194
Robert W. Baird & Co., Incorporated8158
SunTrust Bank, N.A.None
CHARLES SCHWAB & CO., INC.5393
Wells Fargo Bank N.A.165024
SUNTRUST ROBINSON HUMPHREY, INC6271
UBS Financial Services Inc.8174
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC11025
Merrill Lynch, Pierce Fenner & Smith Incorporated7691
MORGAN STANLEY149777
Wilmington TrustNone
LPL Financial ServicesNone
J.P. Morgan Securities79
FIRST REPUBLIC SECURITIES COMPANY, LLC105108
Janney Montgomery Scott LLC463
US Trust/ Bank of AmericaNone
BESSEMER INVESTOR SERVICES, INC.17442
BARCLAYS CAPITAL INC19714
BB&T SECURITIES, LLC142785
STIFEL, NICOLAUS & COMPANY, INCORPORATED793
Wells Fargo Securities, LLC126292

Source: Form D, filed Mar 13, 2020. 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

CLEARFORK CAPITAL FUND LLC

Investment adviser: BOSTON MANAGEMENT AND RESEARCH

Gross asset value
$7.08B
Beneficial owners
1,648
ADV minimum commitment
$500K

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
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 805-8264142532

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
Management Eaton Vance Promoter
Thomas E. Faust Jr. Executive
Laurie G. Hylton Executive
Frederick S. Marius Executive
A. John Murphy Executive
Duncan W. Richardson Executive
Robert J. Whelan Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Two International Place
Boston, MA, 02110