Form D · Other Investment Fund

Clearlane Capital Fund LLC

Boston, MA · CIK 0002000692

Offering snapshot reported Mar 4, 2025 · SEC filing

Reported sold
$1.26B
Indefinite offering
Investors reported
1,038
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Feb 15, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$631M$1.26BMar 4, 2024: $145,695,093.00Mar 4, 2024Mar 4, 2025: $1,262,917,511.00Mar 4, 2025

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$145,695,093 → $1,262,917,511
  • Reported investors141 → 1,038

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 4, 2025Amendment$1,262,917,511$1,117,222,418vs Mar 4, 20241,038SEC filing
Mar 4, 2024Initial$145,695,093No comparison141SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$7.02M
Finders' fees
$0
Form D file number
021-506616
Clarification of Item 12: The recipients listed are in addition to those reported in the filing submitted on 3.4.2024 with the exception of Securities Americas, Inc., Triad Advisors, LLC and Woodbury Financial Services who were intentionally removed.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
American Portfolios Financial Services18487
Ameriprise Financial Services Inc.6363
CHARLES SCHWAB & CO., INC.5393
Glenmede Trust Company108165Glenmede Advisers
NORTHERN TRUST SECURITIES, INC7927
Osaic Institutions35371
Osaic Wealth23131
Robert W. Baird & Co. Inc.8158
Rockefeller Financial LLC291361
Sentry Advisors174042
American Portfolio Financial Services, Inc.18487
Arkadios Capital282710
Caprock Group, Inc.124272
Cresset Asset Management, LLC288566
NewEdge Wealth LLC307771
Oarsman Capital, Inc.109993
Partners Capital Investment Group, LLP120663
Plante Moran Financial Advisors112158
Ted Buchan & Company140722
&Partners LLC3767
American Portfolios Inc. (Osaic)23131
Apollon Wealth Management, LLC291902
Appleton Partners, Inc.110049
Arkadios Wealth LLC288863
Baker Street Advisors, LLC128066
Balboa Wealth Partners, Inc.282329
Balentine LLC152511
BluePointe Capital Management, LLC140262
BMO Family Office, LLC110264
Cambridge Investment Research39543
CapFinancial Partners, LLC dba CAPTRUST175112
CapFinancial Securities, LLC126291
Cetera Advisor Networks LLC13572
Cetera Advisors LLC10299
Cetera Financial Specialists LLC10358
Cetera Investment Services LLC15340
Cherrydale Wealth Management, LLC171541
Citigroup Global Markets, Inc.7059
ClarFeld (dba Citizens Private Wealth)106743
Commonwealth Equity Services, LLC, dba Commonwealth Financial Network8032
Concurrent Investment Advisors, LLC323135
Corient Private Wealth LLC319448
D.A. Davidson & Co.199
Deutsche Bank Securities, Inc.2525
Element Pointe Advisors, LLC (element point family office)282750
Everest Management Corp142945
Evoke Wealth, LLC300856
First Foundation Advisors106075
Fortis Capital Management, LLC172198
Goldman Sachs Custody Solutions (Folio Investments, Inc)48015
Goldman Sachs & Co LLC361
Greenwood Family Advisors, LLC304820
GW&K Investment Management, LLC121942
Harbor Investment Advisory, LLC151085
HB Wealth Management, LLC (Homrich Berg)316731
Hightower Advisors, LLC145323
Hirtle, Callaghan & Co., LLC105403
Hudson Valley Investment Advisors, Inc107387
Huntleigh Advisors, Inc113412
iCapital Markets LLC, Institutional Capital Network, Inc118219
ICONIQ Capital159198
IEQ Capital301819
Independent Financial Group (IFG)7717
John Moore & Associates, Inc.109791
Kestra Investment Services, LLC42046
Kukui Tree Capital Management330374
Legacy Capital Wealth Partners, LLC291960
Leo Wealth, LLC283891
LPL Financial LLC6413
MDRN Capital325950
Monarch Wealth Strategies136029
Morling Financial Advisors, LLC111819
NRI Wealth Management, LLC162234
Palo Alto Wealth Advisors, LLC285326
Paradigm Wealth Management148662
Paragon Capital Management, LLC105147
Poinciana Advisors Group, LLC137423
Private Wealth Asset Management315819
Promethium Advisors, LLC329565
Prospero Wealth LLC289966
Purshe Kaplan Sterling Investments35747
JP Morgan Private Wealth Advisors LLC108559
Reshape LLC330582
Salem Partners Wealth Management, LLC131359
Sanctuary Advisors, LLC226606Sanctuary Securities, Inc · CRD 205
Sapient Capital, LLC324899
Seven Post Investment Office LP157435
Signature Estate and Investment Advisors LLC108163
SpirePoint Private Client327350
Stevens Capital Partners Inc.317517
Steward Partners Investment Solutions, LLC283004
Summit Trail Advisors, LLC220519
Summit Trail Securities, LLC285784
The Portfolio Strategy Group, LLC166593
Tiedemann Advisors, LLC147189
Truist Investment Services, Inc.?(FKA Suntrust Investment Services)17499
UBS Financial Services, Inc.8174
Wells Fargo Advisors Financial Network, LLC11025
Wells Fargo Clearing Services, LLC19616

Source: Form D, filed Mar 4, 2025. 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

CLEARLANE CAPITAL FUND LLC

Investment adviser: BOSTON MANAGEMENT AND RESEARCH

Gross asset value
$3.51B
Beneficial owners
1,925
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 805-8179239299

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
N/A Eaton Vance Management Promoter
Drew Frenette Executive
James Kirchner Executive
A. John Murphy Executive
Deidre S. Walsh Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Post Office Square
Boston, MA, 02109