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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:35 AM ET

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James Kirchner

Named as an officer, director or promoter on SEC Form D filings · MA · Jul 7, 2022 → Oct 2, 2026

23deals (issuers)
$32.63Breported sold
9,005investors
53Form D filings
2022–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

James Kirchner is listed as an executive officer and director on 53 SEC Form D filings by 23 issuers between Jul 2022 and Oct 2026. Largest by amount reported sold: EATON VANCE INSTITUTIONAL SENIOR LOAN FUND (Boston, MA — pooled investment fund — 2024–2026; $12.53B reported sold to 851 investors), Belhurst Capital Fund LLC (Boston, MA — pooled investment fund — 2023–2026; $5.65B reported sold to 1,921 investors), Belnova Capital Fund LLC (Boston, MA — pooled investment fund — 2024–2026; $3.96B reported sold to 1,534 investors), Clearisle Capital Fund LLC (Boston, MA — pooled investment fund — 2023; $3.05B reported sold to 1,607 investors), Clearlane Capital Fund LLC (Boston, MA — pooled investment fund — 2024–2025; $1.26B reported sold to 1,038 investors) and 18 more (all listed below).

What this means That is a lot of deals — 23 separate companies raised money with this person listed as executive officer and director, over about 4 years. Across those companies the filings report $32.63B sold in total.

Listed alongside Eaton Vance Management (47 shared filings, management entity), Deidre Walsh (45 shared filings), Yana S. Barton (31 shared filings), John Joseph Murphy (17 shared filings, management entity), Drew Frenette (15 shared filings) and 14 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around James. Each name links to their own page.

All 23 issuers belong to the sponsor group Eaton Vance (46 issuers, $29.58B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Eaton Vance has 46 companies on file and $29.58B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 state regulator order, 27 bankruptcy cases matching the name listed in Key records below.

What this means 28 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 53 public filings for James Kirchner and found 18 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for James Kirchner has not run yet — it is joining a line of 57,290 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

1 state regulator order

Individuals Suspended FINRA · Financial Industry Regulatory Authority (FINRA)
Order date Feb 23, 2022 · Regulator: Financial Industry Regulatory Authority (FINRA) · Parties (regulator's caption): James R. Kirchner (CRD #2852217, Chicago, Illinois)
As listed by the regulator: An AWC was issued in which Kirchner was assessed a deferred fine of $5,000 and suspended from association with any FINRA member in all capacities for two months. Without admitting or denying the findings, Kirchner consented to the sanctions and to the entry of findings that he falsified a document used in connection with the purchase of a private placement. The suspension is in effect from March 7, 2022, through May 6, 2022. Order / docket ↗ Regulator's list ↗
same full name in the order; 2 people with this name in Form D filings; nationwide regulator (FINRA) — the state is not a signal
What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched James Kirchner..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

27 cases: 27 closed (disposition not in docket feed)

James E Kirchner closed
United States Bankruptcy Court, D. Minnesota · No. 16-33839 · Filed Dec 13, 2016 · Closed Mar 22, 2017
Role of James E Kirchner: Debtor · Outcome: Case closed 2017-03-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)
James J Kirchner, III and Kelli L Kirchner closed
United States Bankruptcy Court, N.D. Illinois · No. 16-82250 · Filed Sep 26, 2016 · Closed Jan 3, 2017
Role of James J Kirchner, III: Debtor · Outcome: Case closed 2017-01-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
James M. Kirchner closed
United States Bankruptcy Court, E.D. Wisconsin · No. 15-27908 · Filed Jul 7, 2015 · Closed Mar 21, 2019
Role of James M. Kirchner: Debtor · Outcome: Case closed 2019-03-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
James M Kirchner closed
United States Bankruptcy Court, E.D. Wisconsin · No. 14-22876 · Filed Mar 20, 2014 · Closed Jun 9, 2015
Role of James M Kirchner: Debtor · Outcome: Case closed 2015-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
James J. Kirchner, II closed
United States Bankruptcy Court, D. Minnesota · No. 13-33403 · Filed Jul 12, 2013 · Closed Nov 1, 2013
Role of James J. Kirchner, II: Debtor · Outcome: Case closed 2013-11-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)
James F. Kirchner closed
United States Bankruptcy Court, S.D. California · No. 09-14928 · Filed Sep 30, 2009 · Closed Jan 11, 2010
Role of James F. Kirchner: Debtor · Outcome: Case closed 2010-01-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
James Kirchner and Helen Kirchner closed
United States Bankruptcy Court, D. Maryland · No. 06-12458 · Filed May 1, 2006 · Closed Aug 24, 2006
Role of James Kirchner and Helen Kirchner: Debtor · Outcome: Case closed 2006-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in MD (not a filing state)
James E. Kirchner and Karie A. Kirchner closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-04-16007 · Filed Aug 20, 2004 · Closed May 14, 2008
Role of James E. Kirchner and Karie A. Kirchner: Debtor · Outcome: Case closed 2008-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
James F Kirchner and Maria Kirchner closed
United States Bankruptcy Court, W.D. Washington · No. 03-10553 · Filed Jan 16, 2003 · Closed May 8, 2003
Role of James F Kirchner and Maria Kirchner: Debtor · Outcome: Case closed 2003-05-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)
James F. Kirchner closed
United States Bankruptcy Court, E.D. Virginia · No. 02-83304 · Filed Jul 3, 2002 · Closed May 12, 2003
Role of James F. Kirchner: Debtor · Outcome: Case closed 2003-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in VA (not a filing state)
JAMES L KIRCHNER closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:02-bk-01142 · Filed Jan 29, 2002 · Closed Nov 26, 2002
Role of JAMES L KIRCHNER: Debtor · Outcome: Case closed 2002-11-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in TN (not a filing state)
James Kirchner closed
United States Bankruptcy Court, E.D. Virginia · No. 02-80251 · Filed Jan 18, 2002 · Closed Jun 14, 2002
Role of James Kirchner: Debtor · Outcome: Case closed 2002-06-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in VA (not a filing state)
JAMES L KIRCHNER closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:01-bk-10707 · Filed Sep 27, 2001 · Closed Jan 24, 2002
Role of JAMES L KIRCHNER: Debtor · Outcome: Case closed 2002-01-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in TN (not a filing state)
James R. Kirchner and Jody M. Kirchner closed
United States Bankruptcy Court, E.D. Missouri · No. 00-20467 · Filed Nov 14, 2000 · Closed Aug 23, 2002
Role of James R. Kirchner and Jody M. Kirchner: Debtor · Outcome: Case closed 2002-08-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in MO (not a filing state)
James F. Kirchner closed
United States Bankruptcy Court, E.D. Virginia · No. 00-12320 · Filed May 24, 2000 · Closed Jul 5, 2000
Role of James F. Kirchner: Debtor · Outcome: Case closed 2000-07-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in VA (not a filing state)
James R. Kirchner and Mariella M. Kirchner closed
United States Bankruptcy Court, S.D. California · No. 00-00466 · Filed Jan 19, 2000 · Closed May 30, 2000
Role of James R. Kirchner and Mariella M. Kirchner: Debtor · Outcome: Case closed 2000-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
James F. Kirchner closed
United States Bankruptcy Court, M.D. Florida · No. 3:99-bk-03981 · Filed May 28, 1999 · Closed Nov 23, 1999
Role of James F. Kirchner: Debtor · Outcome: Case closed 1999-11-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
JAMES L KIRCHNER closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:99-bk-01960 · Filed Mar 5, 1999 · Closed Mar 5, 2002
Role of JAMES L KIRCHNER: Debtor · Outcome: Case closed 2002-03-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in TN (not a filing state)
James M. Kirchner closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 98-26167 · Filed Dec 23, 1998 · Closed Apr 12, 1999
Role of James M. Kirchner: Debtor · Outcome: Case closed 1999-04-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)
James A. Kirchner, Sr. and Kimberly S. Kirchner closed
United States Bankruptcy Court, W.D. Kentucky · No. 98-35400 · Filed Oct 2, 1998 · Closed Mar 17, 1999
Role of James A. Kirchner, Sr.: Debtor · Outcome: Case closed 1999-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in KY (not a filing state)
James Kirchner closed
United States Bankruptcy Court, S.D. Florida. · No. 97-25656 · Filed Sep 10, 1997 · Closed Jan 14, 1998
Role of James Kirchner: Debtor · Outcome: Case closed 1998-01-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
James E. Kirchner closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-96-32310 · Filed Jun 7, 1996 · Closed Nov 13, 1996
Role of James E. Kirchner: Debtor · Outcome: Case closed 1996-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
JAMES E KIRCHNER closed
United States Bankruptcy Court, D. Minnesota · No. 95-46142 · Filed Nov 15, 1995 · Closed Mar 29, 1996
Role of JAMES E KIRCHNER: Debtor · Outcome: Case closed 1996-03-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)
James Kirchner and Deborah Kirchner closed
United States Bankruptcy Court, S.D. Iowa · No. 93-02651 · Filed Oct 20, 1993 · Closed Feb 16, 1994
Role of James Kirchner and Deborah Kirchner: Debtor · Outcome: Case closed 1994-02-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in IA (not a filing state)
James E. Kirchner closed
United States Bankruptcy Court, S.D. Illinois · No. 90-50315 · Filed Apr 23, 1990 · Closed Aug 30, 1990
Role of James E. Kirchner: Debtor · Outcome: Case closed 1990-08-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
James J Kirchner and Gloria J Kirchner closed
United States Bankruptcy Court, N.D. Illinois · No. 87-30457 · Filed Mar 27, 1987 · Closed Apr 15, 1993
Role of James J Kirchner and Gloria J Kirchner: Debtor · Outcome: Case closed 1993-04-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
James Kirchner closed
United States Bankruptcy Court, S.D. Illinois · No. 87-40162 · Filed Mar 11, 1987 · Closed Feb 11, 1991
Role of James Kirchner: Debtor · Outcome: Case closed 1991-02-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

18 differences found between the filings for James Kirchner — 5 worth asking about (compared the newest 50 of 53 filings on Oct 24, 2026; older filings not covered)

Note · Mar 14, 1990 – Oct 13, 2016

11 bankruptcy cases name the subject or team members

Bankruptcy case: John Murphy — filed Jun 17, 2016 · Bankruptcy case: Andrew John Murphy — filed Dec 19, 2013 · Bankruptcy case: John Murphy — filed Mar 25, 2008 · Bankruptcy case: The Cadle Company v. Frenette — filed Mar 14, 2000 · Bankruptcy case: John Murphy and Ellen Murphy — filed Jun 3, 1999 · and 6 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, D. Massachusetts ↗John Joseph Murphy — PartnerFacts page ↗Docket · United States Bankruptcy Court, D. New Hampshire ↗Docket · United States Bankruptcy Court, D. Massachusetts ↗
Sources
Worth asking · Oct 14, 2022 – Oct 6, 2023

Amount sold went down between filings — Diversified Exchange Fund All-Cap, LLC

The Oct 14, 2022 filing says $28,233,528 sold; the Oct 6, 2023 Form D/A says $6,960,226 sold — $21,273,302 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Oct 14, 2022 ↗Form D/A (later) · Oct 6, 2023 ↗Diversified Exchange Fund All-Cap, LLC — PartnerFacts page ↗
Sources
Worth asking · Apr 27, 2023 – Apr 26, 2024

Investor count went down between filings — BELVEDERE CAPITAL FUND CO LLC

The Apr 27, 2023 filing reports 40 investors; the Apr 26, 2024 Form D/A reports 39 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 27, 2023 ↗Form D/A (later) · Apr 26, 2024 ↗BELVEDERE CAPITAL FUND CO LLC — PartnerFacts page ↗
Sources
Note · Apr 17, 2026

Eaton Vance Management is both a listed promoter and a paid seller — EATON VANCE MULTI-ASSET CREDIT FUND II, LLC

The Apr 17, 2026 Form D/A lists Eaton Vance Management as promoter of the issuer and also as a person receiving sales compensation (no CRD number given).

What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.

Form D/A · Apr 17, 2026 ↗Eaton Vance Management — PartnerFacts page ↗EATON VANCE MULTI-ASSET CREDIT FUND II, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 10, 2010 – Apr 17, 2026

5 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Eaton Vance Distributors, Inc. — EATON VANCE INSTITUTIONAL SENIOR LOAN FUND · Paid seller listed without a CRD number: Eaton Vance Management — EATON VANCE MULTI-ASSET CREDIT FUND II, LLC · Paid seller listed without a CRD number: Wilmington Trust Company — Clearisle Capital Fund LLC · Paid seller listed without a CRD number: Emigrant Bank — Clearisle Capital Fund LLC · Paid seller listed without a CRD number: Eaton Vance Distributors, Inc. — Eaton Vance Global Macro Absolute Return Advantage Master Fund, Ltd.

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Apr 17, 2026 ↗BrokerCheck search: Eaton Vance Distributors, Inc. ↗EATON VANCE INSTITUTIONAL SENIOR LOAN FUND — PartnerFacts page ↗Form D/A · Apr 17, 2026 ↗
Sources
Note · Jul 18, 2023 – Jul 18, 2024

CRD number for Eaton Vance Distributors, Inc. appears on one filing and not another — Eaton Vance Emerging Markets Debt Opportunities Master Fund, Ltd.

The Jul 18, 2024 filing lists Eaton Vance Distributors, Inc. with CRD 37731; the Jul 18, 2023 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Jul 18, 2024 ↗Form D/A · Jul 18, 2023 ↗FINRA BrokerCheck ↗Eaton Vance Emerging Markets Debt Opportunities Master Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Oct 19, 2022 – Oct 6, 2023

CRD number for Eaton Vance Distributors Inc. appears on one filing and not another — Eaton Vance Equity Harvest Fund LLC

The Oct 6, 2023 filing lists Eaton Vance Distributors Inc. with CRD 37731; the Oct 19, 2022 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Oct 6, 2023 ↗Form D/A · Oct 19, 2022 ↗FINRA BrokerCheck ↗Eaton Vance Equity Harvest Fund LLC — PartnerFacts page ↗
Sources
Note · Apr 20, 2020 – Oct 6, 2021

CRD number for Wilmington Trust NA appears on one filing and not another — Clearisle Capital Fund LLC

The Oct 6, 2021 filing lists Wilmington Trust NA with CRD 106909; the Apr 20, 2020 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Oct 6, 2021 ↗Form D/A · Apr 20, 2020 ↗FINRA BrokerCheck ↗Clearisle Capital Fund LLC — PartnerFacts page ↗
Sources
Note · Mar 3, 2016 – Mar 3, 2017

CRD number for Eaton Vance Distributors, Inc. appears on one filing and not another — BELVEDERE CAPITAL FUND CO LLC

The Mar 3, 2017 filing lists Eaton Vance Distributors, Inc. with CRD 37731; the Mar 3, 2016 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Mar 3, 2017 ↗Form D/A · Mar 3, 2016 ↗FINRA BrokerCheck ↗BELVEDERE CAPITAL FUND CO LLC — PartnerFacts page ↗
Sources
Note · Mar 9, 2011 – Mar 3, 2017

CRD number for Wells Fargo Advisors appears on one filing and not another — BELVEDERE CAPITAL FUND CO LLC

The Mar 3, 2017 filing lists Wells Fargo Advisors with CRD 11025; the Mar 9, 2011 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Mar 3, 2017 ↗Form D/A · Mar 9, 2011 ↗FINRA BrokerCheck ↗BELVEDERE CAPITAL FUND CO LLC — PartnerFacts page ↗
Sources
Note · Mar 9, 2011 – Mar 6, 2012

CRD number for Oppenheimer & Co., Inc. appears on one filing and not another — BELVEDERE CAPITAL FUND CO LLC

The Mar 6, 2012 filing lists Oppenheimer & Co., Inc. with CRD 249; the Mar 9, 2011 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Mar 6, 2012 ↗Form D/A · Mar 9, 2011 ↗FINRA BrokerCheck ↗BELVEDERE CAPITAL FUND CO LLC — PartnerFacts page ↗
Sources
Note · Mar 9, 2011 – Mar 6, 2012

CRD number for UBS Financial Services Inc. appears on one filing and not another — BELVEDERE CAPITAL FUND CO LLC

The Mar 6, 2012 filing lists UBS Financial Services Inc. with CRD 8174; the Mar 9, 2011 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Mar 6, 2012 ↗Form D/A · Mar 9, 2011 ↗FINRA BrokerCheck ↗BELVEDERE CAPITAL FUND CO LLC — PartnerFacts page ↗
Sources
Note · Mar 9, 2011 – Mar 6, 2012

CRD number for Merrill Lynch, Pierce Fenner & Smith Incorporated appears on one filing and not another — BELVEDERE CAPITAL FUND CO LLC

The Mar 6, 2012 filing lists Merrill Lynch, Pierce Fenner & Smith Incorporated with CRD 7691; the Mar 9, 2011 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D/A · Mar 6, 2012 ↗Form D/A · Mar 9, 2011 ↗FINRA BrokerCheck ↗BELVEDERE CAPITAL FUND CO LLC — PartnerFacts page ↗
Sources
Worth asking · Oct 15, 2025 – Dec 19, 2025

Form D filed 65 days after the first sale — Parametric Core Extension Fund LLC: Target Stock 2.0

The filing says the first sale was Oct 15, 2025. The Form D was filed Dec 19, 2025 — 65 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 50 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 19, 2025 ↗Parametric Core Extension Fund LLC: Target Stock 2.0 — PartnerFacts page ↗
Sources
Worth asking · Oct 1, 2025 – Dec 19, 2025

Form D filed 79 days after the first sale — Parametric Core Extension Fund LLC: Target Stock 1.0

The filing says the first sale was Oct 1, 2025. The Form D was filed Dec 19, 2025 — 79 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 64 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 19, 2025 ↗Parametric Core Extension Fund LLC: Target Stock 1.0 — PartnerFacts page ↗
Sources
Note · Feb 15, 2024 – Mar 4, 2024

Form D filed 18 days after the first sale — Clearlane Capital Fund LLC

The filing says the first sale was Feb 15, 2024. The Form D was filed Mar 4, 2024 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Mar 4, 2024 ↗Clearlane Capital Fund LLC — PartnerFacts page ↗
Sources
Note · Jun 1, 2018 – Mar 4, 2025

4 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Clearlane Capital Fund LLC (latest filing Mar 4, 2025) · No amendment in the last 12 months on an offering that may still be open — Clearisle Capital Fund LLC (latest filing Apr 27, 2023) · No amendment in the last 12 months on an offering that may still be open — Diversified Exchange Fund All-Cap, LLC (latest filing Oct 13, 2022) · No amendment in the last 12 months on an offering that may still be open — Eaton Vance Global Macro Absolute Return Advantage Master Fund, Ltd. (latest filing Jul 18, 2022)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Mar 4, 2025 ↗Clearlane Capital Fund LLC — PartnerFacts page ↗Form D/A · Apr 27, 2023 ↗Clearisle Capital Fund LLC — PartnerFacts page ↗
Sources
Note · Oct 20, 2022 – Apr 27, 2023

Minimum investment changed between filings — Clearisle Capital Fund LLC

The Oct 20, 2022 filing lists a minimum of $1,000,000; the Apr 27, 2023 Form D/A lists $500,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Oct 20, 2022 ↗Form D/A (later) · Apr 27, 2023 ↗Clearisle Capital Fund LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 53 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

9 of 24 offerings report sales commissions totalling $55,501,097; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 2, 2026 D/A
Eaton Vance Equity Harvest Fund LLC
File 021-337228
$0$0$0Eaton Vance Distributors Inc. BrokerCheck CRD 37731 ↗EDGAR ↗
Jul 17, 2026 D/A
Eaton Vance Emerging Markets Debt Opportunities Master Fund, Ltd.
File 021-370059
$0$0$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗EDGAR ↗
Jul 17, 2026 D/A
Eaton Vance Parametric Municipal Credit Trident Fund LLC
File 021-370247
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D
Belmere Capital Fund LLC
File 021-589182
$3,919,607$0$0JP Morgan Securities BrokerCheck CRD 79 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Oppenheimer & Co. Inc BrokerCheck CRD 249 ↗
Raymond James & Associates, Inc BrokerCheck CRD 705 ↗
via Raymond James Financial Services Advisors (RIA) (CRD 149018 ↗)

Raymond James Financial Services BrokerCheck CRD 6694 ↗
via Raymond James Financial Services Advisors (RIA) (CRD 149018 ↗)

Summit Trail Securities BrokerCheck CRD 285784 ↗
Ameriprise Financial BrokerCheck CRD 6363 ↗
Sanford C. Bernstein & Co. BrokerCheck CRD 104474 ↗
BOK (Bank of Oklahoma) Financial Securities BrokerCheck CRD 17530 ↗
Cambridge Investment Research Inc. BrokerCheck CRD 39543 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
CIBC Private Wealth Advisors BrokerCheck CRD 109644 ↗
Charles Schwab & Co. BrokerCheck CRD 5393 ↗
Edward D. Jones & Co. BrokerCheck CRD 250 ↗
iCapital Markets LLC BrokerCheck CRD 118219 ↗
Merrill Lynch, Pierce Fenner & Smith Inc. BrokerCheck CRD 7691 ↗
Northwestern Mutual Investment Services Inc. BrokerCheck CRD 2881 ↗
Plante Moran Financial Advisors (RIA) BrokerCheck CRD 112158 ↗
Rockefeller Financial BrokerCheck CRD 291361 ↗
Stifel Nicolaus & Co. BrokerCheck CRD 793 ↗
Sanctuary Securities BrokerCheck CRD 205 ↗
Truist Investment Services BrokerCheck CRD 17499 ↗
UBS Financial Services BrokerCheck CRD 8174 ↗
Wells Fargo Clearing Services BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network

Wells Fargo Clearing Services BrokerCheck CRD 19616 ↗
via Wells Fargo Securities (CRD 126292 ↗)

Citigroup Global Markets BrokerCheck CRD 7059 ↗
DA Davidson BrokerCheck CRD 199 ↗
Goldman Sachs BrokerCheck CRD 361 ↗
Osaic Wealth BrokerCheck CRD 23131 ↗
Prospera Financial Services BrokerCheck CRD 10740 ↗
RBC Capital Markets BrokerCheck CRD 31194 ↗
via RBC Securities (CRD 103705 ↗)

Robert W Baird Inc BrokerCheck CRD 8158 ↗		EDGAR ↗
Apr 24, 2026 D/A
BELVEDERE CAPITAL FUND CO LLC
File 021-42983
$250,334$0$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗
Charles Schwab & Co., Inc. BrokerCheck CRD 5393 ↗
Oppenheimer & Co., Inc. BrokerCheck CRD 249 ↗
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
Wells Fargo Advisors BrokerCheck CRD 11025 ↗
Merrill Lynch, Pierce Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
Huntington Investment BrokerCheck CRD 16986 ↗		EDGAR ↗
Apr 24, 2026 D/A
Belhurst Capital Fund LLC
File 021-415728
$17,360,630$0$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗
Northern Trust Securities BrokerCheck CRD 7927 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Advisor Networks (CRD 13572 ↗)

Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Financial Specialists (CRD 10358 ↗)

Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Investment Services (CRD 15340 ↗)

Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via First Allied Securities (CRD 32444 ↗)

Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
JP Morgan Securities BrokerCheck CRD 79 ↗
UBS Financial Services BrokerCheck CRD 8174 ↗
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
iCaptial Securities LLC BrokerCheck CRD 171061 ↗
Wells Fargo Advisors BrokerCheck CRD 11025 ↗
via Wells Fargo Clearing Services (CRD 19616 ↗)

Merrill Lynch, Pierce Fenner, & Smith BrokerCheck CRD 7691 ↗
Morgan Stanley BrokerCheck CRD 8209 ↗
PNC Investments BrokerCheck CRD 129052 ↗
via PNC Capital Markets (CRD 15647 ↗)

PNC Investments BrokerCheck CRD 129052 ↗
via PNC Capital Markets (CRD 15647 ↗)

Charles Schwab & Co., Inc. BrokerCheck CRD 5393 ↗
First Republic BrokerCheck CRD 105108 ↗
Raymond James & Associates BrokerCheck CRD 705 ↗
via Raymond James Financial Services (CRD 6694 ↗)

Janney Montgomery Scott BrokerCheck CRD 463 ↗
iCapital Securities, LLC and Institutional Capital Network, Inc. BrokerCheck CRD 171061 ↗
Bank of America Private Bank (FKA US Trust) no CRD number reported
via Merrill Lynch, Pierce Fenner, & Smith (CRD 7691 ↗)

Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
Commonwealth Equity Services, LLC dba Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Ameriprise Financial BrokerCheck CRD 6363 ↗
Fifth Third Securities, Inc BrokerCheck CRD 628 ↗
Stifel Nicolaus & Company, Inc. BrokerCheck CRD 793 ↗
Sanford C. Bernstein & Co. LLC BrokerCheck CRD 104474 ↗
Truist Investment Services (FKA BB&T, SunTrust Investment Services) BrokerCheck CRD 17499 ↗
Robert W Baird & CO. Inc. BrokerCheck CRD 8158 ↗
Northern Trust Fiduciary no CRD number reported
via Northern Trust Securities (CRD 7927 ↗)
EDGAR ↗
Apr 17, 2026 D/A
EATON VANCE INSTITUTIONAL SENIOR LOAN FUND
File 021-109600
$0$0$0Eaton Vance Distributors, Inc. no CRD number reportedEDGAR ↗
Apr 17, 2026 D/A
EATON VANCE MULTI-ASSET CREDIT FUND II, LLC
File 021-389401
$0$0$0Eaton Vance Management no CRD number reportedEDGAR ↗
Mar 31, 2026 D
Parametric Core Extension Fund LLC: Target Stock 1.1
File 021-578546
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2026 D
Parametric Core Extension Fund LLC: Target Stock 2.1
File 021-578549
$0$0$0None listed on this filingEDGAR ↗
Mar 23, 2026 D/A
Diversified Exchange Fund All-Cap, LLC
File 021-461764
$462,081 (est.)$0$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley & Co. LLC (CRD 8209 ↗)
EDGAR ↗
Mar 23, 2026 D/A
Diversified Exchange Fund Large-Cap, LLC
File 021-478865
$103,193 (est.)$0 (est.)$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗
via Morgan Stanley (CRD 149777 ↗)
EDGAR ↗
Mar 10, 2026 D/A
Belnova Capital Fund LLC
File 021-526039
$14,726,849$0$0Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
Glenmede Trust Company BrokerCheck CRD 108165 ↗
via Glenmede Advisers

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Bank of Oklahoma Financial Securities BrokerCheck CRD 17530 ↗
Northern Trust Securities, Inc. BrokerCheck CRD 7927 ↗
Charles Schwab & Co., Inc. BrokerCheck CRD 5393 ↗
Fifth Third Securities BrokerCheck CRD 628 ↗
via Fifth Third Wealth Advisors (CRD 313015 ↗)

JP Morgan Securities BrokerCheck CRD 79 ↗
JP Morgan Securities BrokerCheck CRD 79 ↗
via First Republic Investment Management (CRD 108559 ↗)

Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Sanford C. Bernstein & Co. Inc. BrokerCheck CRD 104474 ↗
RBC Capital Markets LLC BrokerCheck CRD 31194 ↗
CIBC Private Wealth Advisors Inc BrokerCheck CRD 109644 ↗
Janney Montgomery Scott LLC BrokerCheck CRD 463 ↗
Northwestern Mutual Investment Services LLC BrokerCheck CRD 2881 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Robert W. Baird BrokerCheck CRD 8158 ↗
Plante Moran BrokerCheck CRD 112158 ↗
Sentry Advisors BrokerCheck CRD 174042 ↗
Leo Wealth LLC BrokerCheck CRD 283891 ↗
Ameriprise Financial Services Inc BrokerCheck CRD 6363 ↗
Osaic Wealth Inc. BrokerCheck CRD 23131 ↗
via American Portfolios Financial Services Inc (CRD 18487 ↗)

Osaic Wealth Inc. BrokerCheck CRD 23131 ↗
via Osaic Institutions, Inc (CRD 35371 ↗)

Baker Street Advisors LLC BrokerCheck CRD 128066 ↗
BluePointe capital Management LLC BrokerCheck CRD 140262 ↗
CapFinancial Partners LLC (DBA CapTrust) BrokerCheck CRD 175112 ↗
D.A. Davidson & Co, Inc BrokerCheck CRD 199 ↗
HB Wealth Management LLC (aka Homrich Berg) BrokerCheck CRD 316731 ↗
HighTower Advisors LLC BrokerCheck CRD 145323 ↗
via HighTower Securities (CRD 116681 ↗)

ICONIQ Capital BrokerCheck CRD 159198 ↗
Kukui Tree Capital Management BrokerCheck CRD 330374 ↗
MDRN Capital BrokerCheck CRD 325950 ↗
Northwestern Mutual Investment Services LLC BrokerCheck CRD 2881 ↗
Partners Capital Investment Group LLP BrokerCheck CRD 120663 ↗
Spirepoint Private Client LLC BrokerCheck CRD 327350 ↗
Stevens Capital Partners Inc. BrokerCheck CRD 317517 ↗
Summit Trail Advisors LLC BrokerCheck CRD 220529 ↗
via Summit Trail Securities LLC (CRD 285784 ↗)

Truist Bank NA no CRD number reported
via Truist Securities (CRD 6271 ↗)

Truist Bank NA no CRD number reported
via Truist Advisory Services (CRD 283390 ↗)

BMO Bank NA no CRD number reported
via BMO Family Office LLC (CRD 110264 ↗)

New Edge Wealth BrokerCheck CRD 307771 ↗
Ameriprise Financial BrokerCheck CRD 6363 ↗
Cetera Financial no CRD number reported
via Cetera Advisor Networks LLC (CRD 13572 ↗)

Cetera Financial no CRD number reported
via Cetera Financial Specialists LLC (CRD 10358 ↗)

Cetera Financial no CRD number reported
via Cetera Investment Services LLC (CRD 15340 ↗)

Cetera Financial no CRD number reported
via Cetera Advisors LLC (CRD 10299 ↗)

5C Capital Management, LLC BrokerCheck CRD 284213 ↗
Alphacore Capital LLC BrokerCheck CRD 174346 ↗
Archway Wealth Management, LLC BrokerCheck CRD 326816 ↗
Argos Wealth Advisors, LLC BrokerCheck CRD 144481 ↗
Clearstead Advisory Solutions BrokerCheck CRD 105674 ↗
via Clearstead Hartland & Co

CoastEdge Partners LLC BrokerCheck CRD 149685 ↗
Coldstream Wealth Management BrokerCheck CRD 108805 ↗
Compak Asset Management BrokerCheck CRD 109930 ↗
Edward Jones BrokerCheck CRD 250 ↗
Ehrenkranz Partners LP BrokerCheck CRD 131728 ↗
Equitable Advisors BrokerCheck CRD 6627 ↗
GlenEagles Investment Advisors BrokerCheck CRD 312306 ↗
HSBC Securities USA Inc BrokerCheck CRD 19585 ↗
Kelson Capital LLC BrokerCheck CRD 149477 ↗
Laird Norton Wetherby Wealth Mgt BrokerCheck CRD 107341 ↗
MAI Capital Management BrokerCheck CRD 109807 ↗
Marquis Wealth Management Group BrokerCheck CRD 116604 ↗
Mercer Global Wealth Advisors BrokerCheck CRD 147363 ↗
Moneta Group Investment Advisors BrokerCheck CRD 104727 ↗
OpenArc Corporate Advisory BrokerCheck CRD 336837 ↗
Prospera Financial Services Inc BrokerCheck CRD 10740 ↗
Requisite Capital Management LLC BrokerCheck CRD 283107 ↗
RWA Wealth Partners BrokerCheck CRD 156984 ↗		EDGAR ↗
Mar 5, 2026 D
Clearmont Capital Fund LLC
File 021-575582
$1,050,565$0$0Everest Management Corp BrokerCheck CRD 142945 ↗
JP Morgan Private Bank BrokerCheck CRD 18718 ↗
JP Morgan Securities BrokerCheck CRD 79 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Oppenheimer & Co. Inc BrokerCheck CRD 249 ↗
Raymond James & Associates, Inc BrokerCheck CRD 705 ↗
Raymond James Financial Services BrokerCheck CRD 6694 ↗
Raymond James Financial Services Advisors BrokerCheck CRD 149018 ↗
Summit Trail Advisors, LLC BrokerCheck CRD 220519 ↗
Summit Trail Securities BrokerCheck CRD 285784 ↗		EDGAR ↗
Jan 30, 2026 D/A
Eaton Vance Institutional Senior Loan Plus Fund
File 021-279689
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D
Parametric Core Extension Fund LLC: Target Stock 1.0
File 021-567518
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D
Parametric Core Extension Fund LLC: Target Stock 2.0
File 021-567520
$0$0$0None listed on this filingEDGAR ↗
Mar 4, 2025 D/A
Clearlane Capital Fund LLC
File 021-506616
$7,020,857$0$0American Portfolios Financial Services BrokerCheck CRD 18487 ↗
Ameriprise Financial Services Inc. BrokerCheck CRD 6363 ↗
CHARLES SCHWAB & CO., INC. BrokerCheck CRD 5393 ↗
Glenmede Trust Company BrokerCheck CRD 108165 ↗
via Glenmede Advisers

NORTHERN TRUST SECURITIES, INC BrokerCheck CRD 7927 ↗
Osaic Institutions BrokerCheck CRD 35371 ↗
Osaic Wealth BrokerCheck CRD 23131 ↗
Robert W. Baird & Co. Inc. BrokerCheck CRD 8158 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
Sentry Advisors BrokerCheck CRD 174042 ↗
American Portfolio Financial Services, Inc. BrokerCheck CRD 18487 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Caprock Group, Inc. BrokerCheck CRD 124272 ↗
Cresset Asset Management, LLC BrokerCheck CRD 288566 ↗
NewEdge Wealth LLC BrokerCheck CRD 307771 ↗
Oarsman Capital, Inc. BrokerCheck CRD 109993 ↗
Partners Capital Investment Group, LLP BrokerCheck CRD 120663 ↗
Plante Moran Financial Advisors BrokerCheck CRD 112158 ↗
Ted Buchan & Company BrokerCheck CRD 140722 ↗
&Partners LLC BrokerCheck CRD 3767 ↗
American Portfolios Inc. (Osaic) BrokerCheck CRD 23131 ↗
Apollon Wealth Management, LLC BrokerCheck CRD 291902 ↗
Appleton Partners, Inc. BrokerCheck CRD 110049 ↗
Arkadios Wealth LLC BrokerCheck CRD 288863 ↗
Baker Street Advisors, LLC BrokerCheck CRD 128066 ↗
Balboa Wealth Partners, Inc. BrokerCheck CRD 282329 ↗
Balentine LLC BrokerCheck CRD 152511 ↗
BluePointe Capital Management, LLC BrokerCheck CRD 140262 ↗
BMO Family Office, LLC BrokerCheck CRD 110264 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
CapFinancial Partners, LLC dba CAPTRUST BrokerCheck CRD 175112 ↗
CapFinancial Securities, LLC BrokerCheck CRD 126291 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
Cherrydale Wealth Management, LLC BrokerCheck CRD 171541 ↗
Citigroup Global Markets, Inc. BrokerCheck CRD 7059 ↗
ClarFeld (dba Citizens Private Wealth) BrokerCheck CRD 106743 ↗
Commonwealth Equity Services, LLC, dba Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Concurrent Investment Advisors, LLC BrokerCheck CRD 323135 ↗
Corient Private Wealth LLC BrokerCheck CRD 319448 ↗
D.A. Davidson & Co. BrokerCheck CRD 199 ↗
Deutsche Bank Securities, Inc. BrokerCheck CRD 2525 ↗
Element Pointe Advisors, LLC (element point family office) BrokerCheck CRD 282750 ↗
Everest Management Corp BrokerCheck CRD 142945 ↗
Evoke Wealth, LLC BrokerCheck CRD 300856 ↗
First Foundation Advisors BrokerCheck CRD 106075 ↗
Fortis Capital Management, LLC BrokerCheck CRD 172198 ↗
Goldman Sachs Custody Solutions (Folio Investments, Inc) BrokerCheck CRD 48015 ↗
Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗
Greenwood Family Advisors, LLC BrokerCheck CRD 304820 ↗
GW&K Investment Management, LLC BrokerCheck CRD 121942 ↗
Harbor Investment Advisory, LLC BrokerCheck CRD 151085 ↗
HB Wealth Management, LLC (Homrich Berg) BrokerCheck CRD 316731 ↗
Hightower Advisors, LLC BrokerCheck CRD 145323 ↗
Hirtle, Callaghan & Co., LLC BrokerCheck CRD 105403 ↗
Hudson Valley Investment Advisors, Inc BrokerCheck CRD 107387 ↗
Huntleigh Advisors, Inc BrokerCheck CRD 113412 ↗
iCapital Markets LLC, Institutional Capital Network, Inc BrokerCheck CRD 118219 ↗
ICONIQ Capital BrokerCheck CRD 159198 ↗
IEQ Capital BrokerCheck CRD 301819 ↗
Independent Financial Group (IFG) BrokerCheck CRD 7717 ↗
John Moore & Associates, Inc. BrokerCheck CRD 109791 ↗
Kestra Investment Services, LLC BrokerCheck CRD 42046 ↗
Kukui Tree Capital Management BrokerCheck CRD 330374 ↗
Legacy Capital Wealth Partners, LLC BrokerCheck CRD 291960 ↗
Leo Wealth, LLC BrokerCheck CRD 283891 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
MDRN Capital BrokerCheck CRD 325950 ↗
Monarch Wealth Strategies BrokerCheck CRD 136029 ↗
Morling Financial Advisors, LLC BrokerCheck CRD 111819 ↗
NRI Wealth Management, LLC BrokerCheck CRD 162234 ↗
Palo Alto Wealth Advisors, LLC BrokerCheck CRD 285326 ↗
Paradigm Wealth Management BrokerCheck CRD 148662 ↗
Paragon Capital Management, LLC BrokerCheck CRD 105147 ↗
Poinciana Advisors Group, LLC BrokerCheck CRD 137423 ↗
Private Wealth Asset Management BrokerCheck CRD 315819 ↗
Promethium Advisors, LLC BrokerCheck CRD 329565 ↗
Prospero Wealth LLC BrokerCheck CRD 289966 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
JP Morgan Private Wealth Advisors LLC BrokerCheck CRD 108559 ↗
Reshape LLC BrokerCheck CRD 330582 ↗
Salem Partners Wealth Management, LLC BrokerCheck CRD 131359 ↗
Sanctuary Advisors, LLC BrokerCheck CRD 226606 ↗
via Sanctuary Securities, Inc (CRD 205 ↗)

Sapient Capital, LLC BrokerCheck CRD 324899 ↗
Seven Post Investment Office LP BrokerCheck CRD 157435 ↗
Signature Estate and Investment Advisors LLC BrokerCheck CRD 108163 ↗
SpirePoint Private Client BrokerCheck CRD 327350 ↗
Stevens Capital Partners Inc. BrokerCheck CRD 317517 ↗
Steward Partners Investment Solutions, LLC BrokerCheck CRD 283004 ↗
Summit Trail Advisors, LLC BrokerCheck CRD 220519 ↗
Summit Trail Securities, LLC BrokerCheck CRD 285784 ↗
The Portfolio Strategy Group, LLC BrokerCheck CRD 166593 ↗
Tiedemann Advisors, LLC BrokerCheck CRD 147189 ↗
Truist Investment Services, Inc.?(FKA Suntrust Investment Services) BrokerCheck CRD 17499 ↗
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗
Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗		EDGAR ↗
Apr 27, 2023 D/A
Clearisle Capital Fund LLC
File 021-348567
$10,606,981$0$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗
Robert W Baird & CO. Inc. BrokerCheck CRD 8158 ↗
Northern Trust Securities, Inc. BrokerCheck CRD 7927 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
CIBC Private Wealth Advisors (Atlantic Trust) BrokerCheck CRD 109644 ↗
Sentry Advisors BrokerCheck CRD 174042 ↗
Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗
BB&T Securities, LLC BrokerCheck CRD 142785 ↗
Janney Montgomery Scott BrokerCheck CRD 463 ↗
Sanford C. Bernstein & Co. LLC BrokerCheck CRD 104474 ↗
Merrill Lynch, Pierce Fenner, & Smith BrokerCheck CRD 7691 ↗
Stifel Nicolaus & Company, Inc. BrokerCheck CRD 793 ↗
Ameriprise Financial BrokerCheck CRD 6363 ↗
Fieldpoint Private Securities LLC BrokerCheck CRD 18975 ↗
via Fieldpoint Private Advisors (CRD 113672 ↗)

Altegris - Artivest BrokerCheck CRD 8258 ↗
Hightower Advisors, LLC BrokerCheck CRD 145323 ↗
via Hightower Securities (CRD 116681 ↗)

Cetera Advisors BrokerCheck CRD 10299 ↗
Cetera Advisors BrokerCheck CRD 10299 ↗
via Cetera Advisor Networks (CRD 13572 ↗)

Cetera Advisors BrokerCheck CRD 10299 ↗
via Cetera Financial Specialists (CRD 10358 ↗)

Cetera Advisors BrokerCheck CRD 10299 ↗
via Cetera Investment Services (CRD 15340 ↗)

Cetera Advisors BrokerCheck CRD 10299 ↗
via First Allied Securities (CRD 32444 ↗)

UBS Financial Services BrokerCheck CRD 8174 ↗
Wells Fargo Advisors BrokerCheck CRD 11025 ↗
via Wells Fargo Clearing Services (CRD 19616 ↗)

Merrill Lynch, Pierce Fenner, & Smith BrokerCheck CRD 7691 ↗
Bank of America Private Bank (FKA US Trust) no CRD number reported
via Merrill Lynch, Pierce Fenner, & Smith (CRD 7691 ↗)

Wilmington Trust Company no CRD number reported
Deutsche Bank Securities inc. BrokerCheck CRD 2525 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
CitiGroup Global Markets inc. BrokerCheck CRD 7059 ↗
Fifth Third Bank BrokerCheck CRD 628 ↗
via Fifth Third Securities Inc (CRD 3155 ↗)

Raymond James & Associates BrokerCheck CRD 705 ↗
via Raymond James Financial Services (CRD 6694 ↗)

Charles Schwab & Co., Inc. BrokerCheck CRD 5393 ↗
Morgan Stanley BrokerCheck CRD 8209 ↗
Bessemer Investor Services BrokerCheck CRD 17442 ↗
JP Morgan Securities (Private Bank uses JPM Securities) BrokerCheck CRD 79 ↗
First Republic BrokerCheck CRD 105108 ↗
CIBC World Markets Corp. BrokerCheck CRD 630 ↗
Securities America BrokerCheck CRD 10205 ↗
via Ladenburg Thalmann & Co. (CRD 505 ↗)

Triad Investors BrokerCheck CRD 25803 ↗
via Ladenburg Thalmann & Co. (CRD 505 ↗)

Mercer Advisors BrokerCheck CRD 147363 ↗
M&T Securities Inc BrokerCheck CRD 17358 ↗
icapital Securities LLC BrokerCheck CRD 171061 ↗
Commonwealth Equity Services, LLC dba Commonwealth Financial Netowrk BrokerCheck CRD 8032 ↗
Wilmington Trust NA no CRD number reported
Truist Investment Services inc BrokerCheck CRD 17499 ↗
US Bank NA BrokerCheck CRD 111912 ↗
via US Bancorp Asset Management

US Bank NA BrokerCheck CRD 111912 ↗
via US Bancorp Investments (CRD 17868 ↗)

Sepio Capital BrokerCheck CRD 285645 ↗
Plante Moran BrokerCheck CRD 112158 ↗
Emigrant Bank no CRD number reported
via Banking Company

Eaton Vance WaterOak Advisors BrokerCheck CRD 13205 ↗
via Affiliate of EV

BOK Financial Securities Inc BrokerCheck CRD 17530 ↗
Truist Securities Inc BrokerCheck CRD 6271 ↗
Glenmede Investment Management BrokerCheck CRD 108165 ↗
Wilmington Trust Investment Advisors Inc BrokerCheck CRD 106909 ↗		EDGAR ↗
Oct 13, 2022 D
Diversified Exchange Fund All-Cap, LLC
File 021-461660
$0$0$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗EDGAR ↗
Jul 18, 2022 D/A
Eaton Vance Global Macro Absolute Return Advantage Master Fund, Ltd.
File 021-314037
$0 (est.)$0 (est.)$0Eaton Vance Distributors, Inc. no CRD number reportedEDGAR ↗
Jul 7, 2022 D
Eaton Vance Emerging Markets Local Income Master Fund, Ltd.
File 021-451400
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2022 D
Eaton Vance Emerging Markets Local Income Fund, Ltd.
File 021-451402
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2022 D
Eaton Vance Emerging Markets Local Income Fund, LLC
File 021-451404
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 23

Every issuer that named James Kirchner on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Equity Harvest Fund LLC

Boston, MA · Oct 6, 2023 → Oct 2, 2026 · 4 filings
  • Oct 2, 2026 · D/A · $98,303,482 sold of Indefinite · 90 investors · min. $250,000 · role: Executive Officer (Executive officer of Manager) EDGAR ↗
  • Oct 3, 2025 · D/A · $59,638,000 sold of Indefinite · 45 investors · min. $250,000 · role: Executive Officer (Executive officer of Manager) EDGAR ↗
  • Oct 3, 2024 · D/A · $40,486,000 sold of Indefinite · 24 investors · min. $250,000 · role: Executive Officer (Executive officer of Manager) EDGAR ↗
  • Oct 6, 2023 · D/A · $5,278,000 sold of Indefinite · 1 investors · min. $250,000 · role: Executive Officer (Executive officer of Manager) EDGAR ↗

Raised $98.3M from 90 investors as of the latest filing. James is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Emerging Markets Debt Opportunities Master Fund, Ltd.

Boston, MA · Jul 18, 2022 → Jul 17, 2026 · 5 filings
  • Jul 17, 2026 · D/A · $775,700,000 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director (Director of the Master Fund and Cayman Fund) EDGAR ↗
  • Jul 18, 2025 · D/A · $685,700,000 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director (Director of the Master Fund and Cayman Fund) EDGAR ↗
  • Jul 18, 2024 · D/A · $464,200,000 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director (Director of the Master Fund and Cayman Fund) EDGAR ↗
  • Jul 18, 2023 · D/A · $367,700,000 sold of Indefinite · 8 investors · min. $5,000,000 · role: Director (Director of the Master Fund and Cayman Fund) EDGAR ↗
  • Jul 18, 2022 · D/A · $339,220,000 sold of Indefinite · 7 investors · min. $5,000,000 · role: Director (Director of Master Fund and Cayman Fund) EDGAR ↗

Raised $775.7M from 12 investors as of the latest filing. James is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Parametric Municipal Credit Trident Fund LLC

Boston, MA · Jul 18, 2023 → Jul 17, 2026 · 4 filings
  • Jul 17, 2026 · D/A · $572,838,103 sold of Indefinite · 826 investors · min. $250,000 · role: Executive Officer (VP of Managing Member and VP of Investment Manager) EDGAR ↗
  • Jul 18, 2025 · D/A · $447,061,533 sold of Indefinite · 714 investors · min. $250,000 · role: Executive Officer (VP of Managing Member and VP of Investment Manager) EDGAR ↗
  • Jul 18, 2024 · D/A · $328,841,000 sold of Indefinite · 590 investors · min. $250,000 · role: Executive Officer (VP of Managing Member and VP of Investment Manager) EDGAR ↗
  • Jul 18, 2023 · D/A · $279,302,000 sold of Indefinite · 506 investors · min. $250,000 · role: Executive Officer (VP of Managing Member and VP of Investment Manager) EDGAR ↗

Raised $572.8M from 826 investors as of the latest filing. James is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Eaton Vance

Belmere Capital Fund LLC

Boston, MA · Jun 30, 2026
  • Jun 30, 2026 · D · $1,255,233,882 sold of Indefinite · 482 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗

Raised $1.26B from 482 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Eaton Vance

Belhurst Capital Fund LLC

Boston, MA · Apr 27, 2023 → Apr 24, 2026 · 4 filings
  • Apr 24, 2026 · D/A · $5,654,188,762 sold of Indefinite · 1,921 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Apr 25, 2025 · D/A · $5,530,385,713 sold of Indefinite · 1,886 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Apr 26, 2024 · D/A · $4,859,434,485 sold of Indefinite · 1,639 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Apr 27, 2023 · D/A · $1,515,240,209 sold of Indefinite · 510 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗

Raised $5.65B from 1,921 investors as of the latest filing. James is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Eaton Vance

BELVEDERE CAPITAL FUND CO LLC

Boston, MA · Apr 27, 2023 → Apr 24, 2026 · 4 filings
  • Apr 24, 2026 · D/A · $296,793,397 sold of Indefinite · 39 investors · min. $250,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Apr 25, 2025 · D/A · $296,793,397 sold of Indefinite · 39 investors · min. $250,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Apr 26, 2024 · D/A · $245,931,581 sold of Indefinite · 39 investors · min. $250,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Apr 27, 2023 · D/A · $231,386,060 sold of Indefinite · 40 investors · min. $250,000 · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗

Raised $922.9M from 40 investors as of the latest filing. James is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

EATON VANCE MULTI-ASSET CREDIT FUND II, LLC

Boston, MA · Apr 17, 2026
  • Apr 17, 2026 · D/A · $633,675,766 sold of Indefinite · 18 investors · min. $5,000,000 · role: Executive Officer (Executive officer of the Managing Member) EDGAR ↗

Raised $633.7M from 18 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

EATON VANCE INSTITUTIONAL SENIOR LOAN FUND

Boston, MA · Apr 19, 2024 → Apr 17, 2026 · 3 filings
  • Apr 17, 2026 · D/A · $192,771,344 sold of Indefinite · 851 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 17, 2025 · D/A · $163,056,139 sold of Indefinite · 851 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 19, 2024 · D/A · $113,770,790 sold of Indefinite · 851 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $12.53B from 851 investors as of the latest filing. James is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Eaton Vance

Parametric Core Extension Fund LLC: Target Stock 2.1

Boston, MA · Mar 31, 2026
  • Mar 31, 2026 · D · $29,855,389 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Executive officer of Manager) EDGAR ↗

Raised $29.9M from 44 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Eaton Vance

Parametric Core Extension Fund LLC: Target Stock 1.1

Boston, MA · Mar 31, 2026
  • Mar 31, 2026 · D · $27,698,259 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Executive officer of Manager) EDGAR ↗

Raised $27.7M from 30 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

DE
Pooled Investment Fund · group: Eaton Vance

Diversified Exchange Fund Large-Cap, LLC

Boston, MA · Apr 14, 2023 → Mar 23, 2026 · 4 filings
  • Mar 23, 2026 · D/A · $54,454,410 sold of Indefinite · 23 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Fund's Manager, Eaton Vance Management) EDGAR ↗
  • Apr 11, 2025 · D/A · $50,026,260 sold of Indefinite · 21 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Fund's Manager, Eaton Vance Management) EDGAR ↗
  • Apr 12, 2024 · D/A · $45,598,110 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Fund's Manager, Eaton Vance Management) EDGAR ↗
  • Apr 14, 2023 · D · $4,388,150 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Fund's Manager, Eaton Vance Management) EDGAR ↗

Raised $54.5M from 23 investors as of the latest filing. James is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

DE
Pooled Investment Fund · group: Eaton Vance

Diversified Exchange Fund All-Cap, LLC

Boston, MA · Oct 13, 2022 → Mar 23, 2026 · 6 filings
  • Mar 23, 2026 · D/A · $144,652,960 sold of Indefinite · 48 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗
  • Oct 3, 2025 · D/A · $114,873,892 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗
  • Oct 3, 2024 · D/A · $75,528,540 sold of Indefinite · 27 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗
  • Oct 6, 2023 · D/A · $6,960,226 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗
  • Oct 14, 2022 · D · $28,233,528 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Manager of Eaton Vance Management) EDGAR ↗
  • Oct 13, 2022 · D · $28,233,528 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Manager of Eaton Vance Management) EDGAR ↗

Raised $144.7M from 48 investors as of the latest filing. James is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Eaton Vance

Belnova Capital Fund LLC

Boston, MA · Oct 7, 2024 → Mar 10, 2026 · 4 filings
  • Mar 10, 2026 · D/A · $3,957,381,042 sold of Indefinite · 1,534 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Mar 10, 2025 · D/A · $1,170,707,752 sold of Indefinite · 429 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Nov 19, 2024 · D/A · $595,011,555 sold of Indefinite · 212 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Oct 7, 2024 · D · $271,662,158 sold of Indefinite · 89 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗

Raised $3.96B from 1,534 investors as of the latest filing. James is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CC
Pooled Investment Fund · group: Eaton Vance

Clearmont Capital Fund LLC

Boston, MA · Mar 5, 2026
  • Mar 5, 2026 · D · $174,342,406 sold of Indefinite · 173 investors · min. $500,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗

Raised $174.3M from 173 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Institutional Senior Loan Plus Fund

Boston, MA · Jan 30, 2026
  • Jan 30, 2026 · D/A · $310,426,771 sold of Indefinite · 9 investors · min. $1,000,000 · role: Executive Officer (Vice President of the Manager) EDGAR ↗

Raised $310.4M from 9 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Eaton Vance

Parametric Core Extension Fund LLC: Target Stock 2.0

Boston, MA · Dec 19, 2025
  • Dec 19, 2025 · D · $195,763,325 sold of Indefinite · 170 investors · min. No minimum reported · role: Executive Officer (Executive officer of Manager) EDGAR ↗

Raised $195.8M from 170 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Eaton Vance

Parametric Core Extension Fund LLC: Target Stock 1.0

Boston, MA · Dec 19, 2025
  • Dec 19, 2025 · D · $109,516,489 sold of Indefinite · 81 investors · min. No minimum reported · role: Executive Officer (Executive officer of Manager) EDGAR ↗

Raised $109.5M from 81 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CC
Pooled Investment Fund · group: Eaton Vance

Clearlane Capital Fund LLC

Boston, MA · Mar 4, 2024 → Mar 4, 2025 · 2 filings
  • Mar 4, 2025 · D/A · $1,262,917,511 sold of Indefinite · 1,038 investors · min. $500,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗
  • Mar 4, 2024 · D · $145,695,093 sold of Indefinite · 141 investors · min. $500,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗

Raised $1.26B from 1,038 investors as of the latest filing. James is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CC
Pooled Investment Fund · group: Eaton Vance

Clearisle Capital Fund LLC

Boston, MA · Apr 27, 2023
  • Apr 27, 2023 · D/A · $2,426,666,913 sold of Indefinite · 1,607 investors · min. $500,000 · role: Executive Officer (Executive Officer of Funds Manager, Eaton Vance Management) EDGAR ↗

Raised $3.05B from 1,607 investors as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Global Macro Absolute Return Advantage Master Fund, Ltd.

Boston, MA · Jul 18, 2022
  • Jul 18, 2022 · D/A · $249,725,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director (Director of Master Fund and Cayman Fund) EDGAR ↗

Raised $249.7M from 5 investors as of the latest filing. James is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Emerging Markets Local Income Fund, LLC

Boston, MA · Jul 7, 2022
  • Jul 7, 2022 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Vice President of the Managing Member of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. James is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Emerging Markets Local Income Fund, Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jul 7, 2022
  • Jul 7, 2022 · D · $310,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director (Director of the Issuer) EDGAR ↗

Raised $310M from 1 investor as of the latest filing. James is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: Eaton Vance

Eaton Vance Emerging Markets Local Income Master Fund, Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jul 7, 2022
  • Jul 7, 2022 · D · $310,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director (Director of the Issuer) EDGAR ↗

Raised $310M from 2 investors as of the latest filing. James is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • James F. Kirchner — MA, 2 issuers, Aug 11, 2026 → Aug 11, 2026 · no shared issuer

People around James 19

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

EV
Management entity

Eaton Vance Management

Promoter · 47 shared filings (21 issuers) · also on 3 other issuers

Eaton Vance Management is on 24 issuers in total — a repeat sponsor. Their page lists every one.

JJ
Management entity

John Joseph Murphy

Executive Officer · 17 shared filings (6 issuers) · also on 31 other issuers

John Joseph Murphy is on 37 issuers in total — a repeat sponsor. Their page lists every one.

DW
No photo found yet (own website and image search run after this page is viewed)
Person

Deidre Walsh

Executive Officer · 45 shared filings (18 issuers) · also on 3 other issuers

Deidre Walsh is on 21 issuers in total — a repeat sponsor. Their page lists every one.

YB
No photo found yet (own website and image search run after this page is viewed)
Person

Yana S. Barton

Executive Officer · 31 shared filings (10 issuers)

Yana S. Barton is on 10 issuers in total — a repeat sponsor. Their page lists every one.

DF
No photo found yet (own website and image search run after this page is viewed)
Person

Drew Frenette

Executive Officer · 15 shared filings (6 issuers) · also on 4 other issuers

Drew Frenette is on 10 issuers in total — a repeat sponsor. Their page lists every one.

AM
No photo found yet (own website and image search run after this page is viewed)
Person

A. John Murphy

Executive Officer · 14 shared filings (7 issuers) · also on 7 other issuers

A. John Murphy is on 14 issuers in total — a repeat sponsor. Their page lists every one.

KZ
No photo found yet (own website and image search run after this page is viewed)
Person

Kenneth D. Zinner

Executive Officer · 13 shared filings (3 issuers)

Listed on the same filings as James Kirchner. Their page shows their other deals.

BR
No photo found yet (own website and image search run after this page is viewed)
Person

Boston Management and Research

Promoter, Executive Officer · 7 shared filings (3 issuers) · also on 2 other issuers

Boston Management and Research is on 5 issuers in total — a repeat sponsor. Their page lists every one.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Marc Moran

Director, Executive Officer · 7 shared filings (5 issuers)

Marc Moran is on 5 issuers in total — a repeat sponsor. Their page lists every one.

MK
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Key

Director · 7 shared filings (2 issuers)

Listed on the same filings as James Kirchner. Their page shows their other deals.

TF
No photo found yet (own website and image search run after this page is viewed)
Person

Thomas Faust Jr.

Executive Officer · 5 shared filings (4 issuers) · also on 2 other issuers

Thomas Faust Jr. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

TF
No photo found yet (own website and image search run after this page is viewed)
Person

Thomas E. Faust Jr.

Executive Officer · 4 shared filings (3 issuers) · also on 13 other issuers

Thomas E. Faust Jr. is on 16 issuers in total — a repeat sponsor. Their page lists every one.

MV
No photo found yet (own website and image search run after this page is viewed)
Person

Management Eaton Vance

Promoter · 4 shared filings (3 issuers) · also on 10 other issuers

Management Eaton Vance is on 13 issuers in total — a repeat sponsor. Their page lists every one.

RH
No photo found yet (own website and image search run after this page is viewed)
Person

Richard Hein

Director · 4 shared filings (4 issuers)

Listed on the same filings as James Kirchner. Their page shows their other deals.

ES
No photo found yet (own website and image search run after this page is viewed)
Person

Eric Stein

Executive Officer · 4 shared filings (3 issuers)

Listed on the same filings as James Kirchner. Their page shows their other deals.

TS
No photo found yet (own website and image search run after this page is viewed)
Person

Tatiana Segal

Director · 3 shared filings (2 issuers) · also on 8 other issuers

Tatiana Segal is on 10 issuers in total — a repeat sponsor. Their page lists every one.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Andrew Sveen

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as James Kirchner. Their page shows their other deals.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Moran

Director · 1 shared filing (1 issuer)

Listed on the same filings as James Kirchner. Their page shows their other deals.

RH
No photo found yet (own website and image search run after this page is viewed)
Person

Ralph H. Hinckley, Jr.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James Kirchner. Their page shows their other deals.

The team behind the deals

EV
Sponsor group

Eaton Vance

46 issuers · 210 filings · $29.58B reported sold · 2009–2026

One team, 46 deal companies. James Kirchner is listed on 23 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name James Kirchner.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 21 of the 23 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Eaton Vance Equity Harvest Fund LLC, Eaton Vance Emerging Markets Debt Opportunities Master Fund, Ltd., Eaton Vance Parametric Municipal Credit Trident Fund LLC, Belmere Capital Fund LLC, BELVEDERE CAPITAL FUND CO LLC, Belhurst Capital Fund LLC, EATON VANCE INSTITUTIONAL SENIOR LOAN FUND, EATON VANCE MULTI-ASSET CREDIT FUND II, LLC, Parametric Core Extension Fund LLC: Target Stock 2.1, Parametric Core Extension Fund LLC: Target Stock 1.1, Diversified Exchange Fund All-Cap, LLC, Diversified Exchange Fund Large-Cap, LLC, Belnova Capital Fund LLC, Clearmont Capital Fund LLC, Eaton Vance Institutional Senior Loan Plus Fund, Parametric Core Extension Fund LLC: Target Stock 2.0, Parametric Core Extension Fund LLC: Target Stock 1.0, Clearlane Capital Fund LLC, Eaton Vance Emerging Markets Local Income Fund, LLC, Eaton Vance Emerging Markets Local Income Fund, Ltd., Eaton Vance Emerging Markets Local Income Master Fund, Ltd..

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to James Kirchner by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 23 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers James Kirchner is listed on: none on file. No website or social profile named in Clearisle Capital Fund LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #127,214 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Massachusetts Secretary of State business search ↗OpenCorporates ↗

Change history

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