Form D · Other Investment Fund

Diversified Exchange Fund Large-Cap, LLC

Boston, MA · CIK 0001970767

Offering snapshot reported Mar 23, 2026 · SEC filing

Reported sold: $54.5M
Investors reported: 23
Minimum accepted: $1M
First sale: Mar 31, 2023

Fundraising history

Reported sold

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$50,026,260 → $54,454,410
Reported investors21 → 23

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 23, 2026	Amendment	$54,454,410	$4,428,150vs Apr 11, 2025	23	SEC filing
Apr 11, 2025	Amendment	$50,026,260	$4,428,150vs Apr 12, 2024	21	SEC filing
Apr 12, 2024	Amendment	$45,598,110	$41,209,960vs Apr 14, 2023	16	SEC filing
Apr 14, 2023	Initial	$4,388,150	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $103K (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-478865

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Eaton Vance Distributors, Inc.	37731	Morgan Stanley · CRD 149777

Source: Form D, filed Mar 23, 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

DIVERSIFIED EXCHANGE FUND LARGE-CAP, LLC

Investment adviser: BOSTON MANAGEMENT AND RESEARCH

Gross asset value: $7.75M
Beneficial owners: 2
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

Marketer EATON VANCE DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: No

Marketer HIGHTOWER ADVISORS, LLC CHICAGO, Illinois, United States Related to adviser: No

Marketer IEQ CAPITAL, LLC FOSTER CITY, California, United States Related to adviser: No

Marketer JOHN MOORE & ASSOCIATES INC SCOTTSDALE, Arizona, United States Related to adviser: No

Marketer KUKUI TREE CAPITAL MANAGEMENT LLC MENLO PARK, California, United States Related to adviser: No

Marketer LEO WEALTH, LLC HURST, Texas, United States Related to adviser: No

Marketer MONARCH WEALTH STRATEGIES SANTA BARBARA, California, United States Related to adviser: No

Marketer MORGAN STANLEY HARRISON, New York, United States Related to adviser: Yes

Marketer NEW EDGE WEALTH STAMFORD, Connecticut, United States Related to adviser: No

Marketer PROMETHIUM BETHESDA, Maryland, United States Related to adviser: No

Marketer RESHAPE WEALTH JERSEY CITY, New Jersey, United States Related to adviser: No

Marketer SEIA LOS ANGELES, California, United States Related to adviser: No

Marketer SEVEN POST INVESTMENT OFFICE LP SAN FRANCISCO, California, United States Related to adviser: No

Marketer THE PORTFOLIO STRATEGY GROUP, LLC LOS ANGELES, California, United States Related to adviser: No

Marketer WEST COAST FINANCIAL, LLC SANTA BARBARA, California, 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

HIGHTOWER ADVISORS, LLC
CRD 145323 · SEC 801-69625

IEQ CAPITAL, LLC
CRD 301819 · SEC 801-115278

JOHN MOORE & ASSOCIATES INC
CRD 109791 · SEC 801-55123

KUKUI TREE CAPITAL MANAGEMENT LLC
CRD 330374

LEO WEALTH, LLC
CRD 283891 · SEC 801-108435

MONARCH WEALTH STRATEGIES
CRD 136029 · SEC 801-118775

MORGAN STANLEY
CRD 149777 · SEC 801-70103

NEW EDGE WEALTH
CRD 307771 · SEC 801-118291

PROMETHIUM
CRD 329565 · SEC 801-129368

RESHAPE WEALTH
CRD 330582 · SEC 801-130135

SEIA
CRD 108163 · SEC 801-56288

SEVEN POST INVESTMENT OFFICE LP
CRD 157435 · SEC 801-72411

THE PORTFOLIO STRATEGY GROUP, LLC
CRD 166593 · SEC 801-77583

WEST COAST FINANCIAL, LLC
CRD 104677 · SEC 801-19093

Filing source

Form ADV 2051823 · Mar 29, 2026 · Schedule D 7.B.(1), fund 805-6593065517

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
Name	Reported role
Yana S. Barton	Executive
N/A Eaton Vance Management	Promoter
James Kirchner	Executive
A. John Murphy	Executive
Deidre Walsh	Executive
Kenneth D. Zinner	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One Post Office Square
Boston, MA, 02109