Form D · Hedge Fund

Parametric Calvert ESG Defensive Equity Fund, LLC

Minneapolis, MN · CIK 0001895445

Offering snapshot reported Dec 19, 2025 · SEC filing

Reported sold
$153M
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$3M
Reported outside-investor minimum
First sale
May 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$76.7M$153MDec 3, 2021: $121,287,215.00Dec 3, 2021Dec 20, 2022: $140,317,868.00Dec 20, 2022Dec 20, 2023: $140,317,868.00Dec 20, 2023Dec 20, 2024: $148,317,868.00Dec 20, 2024Dec 19, 2025: $153,317,868.00Dec 19, 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$148,317,868 → $153,317,868
  • Reported investors8 → 9

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 19, 2025Amendment$153,317,868$5,000,000vs Dec 20, 20249SEC filing
Dec 20, 2024Amendment$148,317,868$8,000,000vs Dec 20, 20238SEC filing
Dec 20, 2023Amendment$140,317,868$0vs Dec 20, 20226SEC filing
Dec 20, 2022Amendment$140,317,868$19,030,653vs Dec 3, 20216SEC filing
Dec 3, 2021Initial$121,287,215No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-423557

Source: Form D, filed Dec 19, 2025. 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.

People and organizations reported in Form D filings
NameReported role
Thomas Lee Executive
Llc Parametric Portfolio Associates Promoter
N/A Parametric Portfolio Associates Llc Promoter
Kelly Shelquist Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3600 Minnesota Drive Suite 200
Minneapolis, MN, 55435