Sponsor Check › Management entity
Entity listed as a related person (executive officer, director or promoter role held through an entity) on Form D filings · address state as listed: MA · listed Apr 6, 2009 → Apr 17, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:11 AM ET · SEC enforcement last checked: not yet
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:11 AM ET.
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:11 AM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
9 of 47 offerings report sales commissions totalling $29,742,718; 0 report finder's fees; 4 report proceeds to related persons totalling $71,944,255. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Apr 17, 2026 D File 021-580954 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 1, 2025 D File 021-544965 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 25, 2025 D/A File 021-415728 | $17,138,095 | $0 | $0 | Eaton 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 25, 2025 D/A File 021-42983 | $2,974,045 | $0 | $0 | Eaton 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 17, 2025 D/A File 021-389401 | $0 | $0 | $0 | Eaton Vance Management no CRD number reported |
| EDGAR ↗ | Apr 11, 2025 D/A File 021-478865 | $103,193 (est.) | $0 (est.) | $0 | Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗ via Morgan Stanley (CRD 149777 ↗) |
| EDGAR ↗ | Mar 10, 2025 D/A File 021-526039 | $4,000,971 | $0 | $0 | Deutsche 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 ↗) |
| EDGAR ↗ | Oct 30, 2024 D File 021-528225 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 3, 2024 D/A File 021-337228 | $0 | $0 | $0 | Eaton Vance Distributors Inc. BrokerCheck CRD 37731 ↗ |
| EDGAR ↗ | Oct 3, 2024 D/A File 021-461764 | $270,255 (est.) | $0 | $0 | Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗ Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley & Co. LLC (CRD 8209 ↗) |
| EDGAR ↗ | Oct 2, 2024 D/A File 021-512336 | $0 | $0 | $764,255 (est.) The invested funds are being used to fund working capital. The payments described in this Item 16 include only salary payments to the executive officers described in Item 3, above. | None listed on this filing |
| EDGAR ↗ | Apr 12, 2024 D File 021-510543 | $5,175,000 (est.) | $0 | $70,000,000 (est.) Part of the proceeds of the offering will be used to repurchase Series 1C and 1D Preferred Stock from a shareholder, of whom, certain directors listed in Item 3, are executive officers. | None no CRD number reported via BofA Securities, Inc. (CRD 283942 ↗) |
| EDGAR ↗ | Aug 10, 2023 D File 021-489327 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 12, 2023 D/A File 021-404465 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 18, 2022 D/A File 021-446729 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2022 D File 021-461660 | $0 | $0 | $0 | Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗ |
| EDGAR ↗ | Jul 15, 2022 D File 021-452499 | $0 | $0 | $430,000 (est.) The invested funds are used to fund general operating expenses, including salary expenses. | None listed on this filing |
| EDGAR ↗ | Nov 10, 2021 D File 021-420716 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 9, 2021 D File 021-405731 | $0 | $0 | $750,000 (est.) The invested funds are used to fund general operating expenses, including salary expenses. | None listed on this filing |
| EDGAR ↗ | Feb 27, 2020 D File 021-361444 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 17, 2019 D File 021-355711 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 9, 2019 D File 021-355084 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 18, 2019 D/A File 021-328786 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 13, 2019 D File 021-334711 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 5, 2019 D File 021-332128 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | May 22, 2018 D File 021-312983 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2018 D File 021-309846 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 5, 2017 D/A File 021-225823 | $0 (est.) | $0 (est.) | $0 (est.) | Eaton Vance Management no CRD number reported |
| EDGAR ↗ | May 12, 2017 D File 021-286619 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 18, 2016 D File 021-274798 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2014 D File 021-231037 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 8, 2014 D/A File 021-109064 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 8, 2014 D/A File 021-75973 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 8, 2014 D/A File 021-136176 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 2, 2014 D/A File 021-109065 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 2, 2014 D/A File 021-109066 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 2, 2014 D/A File 021-75972 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 2, 2014 D/A File 021-75971 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 2, 2014 D/A File 021-51099 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 2, 2014 D/A File 021-51098 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 17, 2014 D File 021-215774 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 1, 2013 D/A File 021-98023 | $0 (est.) | $0 (est.) | $0 (est.) | Eaton Vance Management no CRD number reported |
| EDGAR ↗ | Aug 11, 2010 D/A File 021-122172 | $0 (est.) | $0 (est.) | $0 (est.) | Eaton Vance Distributors, Inc. no CRD number reported |
| EDGAR ↗ | Jun 29, 2010 D/A File 021-125018 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 2, 2010 D/A File 021-131637 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 30, 2009 D/A File 021-130234 | $68,659 (est.) | $0 | $0 | M Holdings Securities, Inc. BrokerCheck CRD 43285 ↗ via M Holdings Securities, Inc. (CRD 43285 ↗) |
| EDGAR ↗ | Apr 6, 2009 D File 021-129908 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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 entity is listed on (latest filing per offering, per issuer).
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Nexamp, Inc. group: Point Judith Venture | Executive Officer Mr. Murphy is the Chief Strategy Officer of the Issuer. | Apr 17, 2026 | D | $179,997,174 similar: $1,000,000–$16,613,798 | $179,997,174 | 2 similar: 2–13 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | Dill SPV, LP group: Hyperplane | Executive Officer Managing Member of the General Partner | May 1, 2025 | D | $2,025,000 similar: $155,000–$5,250,000 | $2,025,000 | 9 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BELVEDERE CAPITAL FUND CO LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Apr 25, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $296,793,397 | 39 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Belhurst Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Apr 25, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,530,385,713 | 1886 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | EATON VANCE MULTI-ASSET CREDIT FUND II, LLC group: Eaton Vance | Executive Officer Executive officer of the managing member | Apr 17, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $611,425,766 | 17 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Diversified Exchange Fund Large-Cap, LLC group: Eaton Vance | Executive Officer Executive Officer of the Fund's Manager, Eaton Vance Management | Apr 11, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,026,260 | 21 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Belnova Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Mar 10, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,170,707,752 | 429 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Belnova Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Nov 19, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $595,011,555 | 212 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Hyperplane IV, LP group: Hyperplane | Executive Officer Managing Member of the General Partner | Oct 30, 2024 | D | $100,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Belnova Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Oct 7, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $271,662,158 | 89 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Diversified Exchange Fund All-Cap, LLC group: Eaton Vance | Executive Officer Executive Officer of the Manager | Oct 3, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $75,528,540 | 27 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Equity Harvest Fund LLC group: Eaton Vance | Executive Officer Vice President of Manager | Oct 3, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $40,486,000 | 24 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Pickle Robot Co | Director | Oct 2, 2024 | D/A | $42,000,000 similar: $1,100,015–$10,001,163 | $42,000,000 | 7 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Pickle Robot Co | Director | May 3, 2024 | D | $20,000,000 similar: $1,100,015–$10,001,163 | $15,000,000 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Belhurst Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Apr 26, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,859,434,485 | 1639 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BELVEDERE CAPITAL FUND CO LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Apr 26, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $245,931,581 | 39 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | EATON VANCE MULTI-ASSET CREDIT FUND II, LLC group: Eaton Vance | Executive Officer Executive officer of the managing member | Apr 19, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $522,111,869 | 13 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Nexamp, Inc. group: Point Judith Venture | Executive Officer Mr. Murphy is the Chief Strategy Officer of the Issuer. | Apr 12, 2024 | D | $419,998,413 similar: $1,000,000–$16,613,798 | $369,998,085 | 2 similar: 2–13 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | Diversified Exchange Fund Large-Cap, LLC group: Eaton Vance | Executive Officer Executive Officer of the Fund's Manager, Eaton Vance Management | Apr 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $45,598,110 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Equity Harvest Fund LLC group: Eaton Vance | Executive Officer Vice President of Manager | Oct 6, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,278,000 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Diversified Exchange Fund All-Cap, LLC group: Eaton Vance | Executive Officer Executive Officer of the Manager | Oct 6, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $6,960,226 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Sports Visio, Inc. group: 10x Venture | Director | Aug 10, 2023 | D | $3,100,000 similar: $1,100,015–$10,001,163 | $3,007,997 | 15 similar: 2–14 | $5,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Belhurst Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of Funds Manager, Eaton Vance Management | Apr 27, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,515,240,209 | 510 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | EATON VANCE MULTI-ASSET CREDIT FUND II, LLC group: Eaton Vance | Executive Officer Executive officer of the managing member | Apr 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $423,023,524 | 12 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Diversified Exchange Fund Large-Cap, LLC group: Eaton Vance | Executive Officer Executive Officer of the Fund's Manager, Eaton Vance Management | Apr 14, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $4,388,150 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Hyperplane Opportunities I, LP group: Hyperplane | Executive Officer Managing Member of the General Partner | Jan 12, 2023 | D/A | $80,000,000 similar: $155,000–$5,250,000 | $8,000,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Equity Harvest Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 19, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,605,920 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Sports Visio, Inc. group: 10x Venture | Director | Oct 18, 2022 | D/A | $3,105,000 similar: $1,100,015–$10,001,163 | $3,105,000 | 44 similar: 2–14 | $5,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Diversified Exchange Fund All-Cap, LLC group: Eaton Vance | Executive Officer Executive Officer of the Manager of Eaton Vance Management | Oct 14, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $28,233,528 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Diversified Exchange Fund All-Cap, LLC group: Eaton Vance | Executive Officer Executive Officer of the Manager of Eaton Vance Management | Oct 13, 2022 | D | Indefinite | $28,233,528 | 3 | $1,000,000 |
| EDGAR ↗ | Pickle Robot Co | Director | Jul 15, 2022 | D | $10,000,000 similar: $1,100,015–$10,001,163 | $10,000,000 | 11 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Sports Visio, Inc. group: 10x Venture | Director | May 24, 2022 | D | $3,105,000 similar: $1,100,015–$10,001,163 | $3,105,000 | 22 similar: 2–14 | $5,000 similar: $5,000–$50,000 |
| EDGAR ↗ | EATON VANCE MULTI-ASSET CREDIT FUND II, LLC group: Eaton Vance | Executive Officer Executive officer of the managing member | Apr 19, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $282,975,900 | 6 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Belhurst Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of Eaton Vance Management | Mar 30, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,515,240,209 | 510 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Belhurst Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of the manager of Eaton Vance Management | Dec 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $758,673,358 | 252 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Arbor Biotechnologies, Inc. group: Arbor | Executive Officer | Nov 10, 2021 | D | $214,999,926 similar: $2,000,000–$19,999,994 | $214,999,926 | 37 similar: 2–16 | No minimum reported similar: $10,000–$50,000 |
| EDGAR ↗ | Belhurst Capital Fund LLC group: Eaton Vance | Executive Officer Executive Officer of the manager of Eaton Vance Management | Oct 7, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Equity Harvest Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 7, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,605,920 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Belhurst Capital Fund LLC group: Eaton Vance | Promoter Executive Officer of the manager | Oct 5, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Pickle Robot Co | Director | Jul 9, 2021 | D | $15,999,992 similar: $1,100,015–$10,001,163 | $15,441,993 | 10 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Hyperplane Opportunities I, LP group: Hyperplane | Executive Officer Managing Member of the General Partner | Jun 28, 2021 | D | $80,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | EATON VANCE MULTI-ASSET CREDIT FUND II, LLC group: Eaton Vance | Executive Officer Executive officer of the managing member | Feb 12, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $105,415,900 | 2 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Equity Harvest Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Jul 2, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,605,920 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LinkSquares, Inc. | Director | Feb 27, 2020 | D | $11,999,955 similar: $1,100,015–$10,001,163 | $11,999,955 | 11 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Hyperplane III, LP group: Hyperplane | Executive Officer Managing Member of the General Partner | Dec 17, 2019 | D | $100,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | LinkSquares, Inc. | Director | Dec 9, 2019 | D | $2,500,000 similar: $1,100,015–$10,001,163 | $2,500,000 | 4 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Eaton Vance Equity Harvest Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Jun 11, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,605,920 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Equity Harvest Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Apr 12, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $4,605,920 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LinkSquares, Inc. | Director | Mar 18, 2019 | D/A | $5,000,000 similar: $1,100,015–$10,001,163 | $4,805,671 | 11 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Pickle Robot Co | Director | Mar 13, 2019 | D | $3,500,000 similar: $1,100,015–$10,001,163 | $3,500,000 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Belgard Realty Corp group: Eaton Vance | Executive Officer | Feb 5, 2019 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | LinkSquares, Inc. | Director | Dec 21, 2018 | D | $4,000,000 similar: $1,100,015–$10,001,163 | $1,420,000 | 2 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Hyperplane (SPV-V), L.P. group: Hyperplane | Executive Officer | May 22, 2018 | D | $1,100,000 similar: $155,000–$5,250,000 | $1,100,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BGOOD LLC | Director Manager | Apr 11, 2018 | D | $6,000,000 similar: $779,000–$5,000,015 | $1,241,058 | 3 similar: 2–13 | No minimum reported similar: $12,500–$100,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 5, 2017 | D/A | Indefinite | $0 | 0 | $500,000 |
| EDGAR ↗ | BGOOD LLC | Director Manager | May 12, 2017 | D | $1,571,529 similar: $779,000–$5,000,015 | $1,128,488 | 3 similar: 2–13 | No minimum reported similar: $12,500–$100,000 |
| EDGAR ↗ | Hyperplane II, LP group: Hyperplane | Executive Officer | Nov 18, 2016 | D | $45,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 5, 2016 | D/A | Indefinite | $119,576,462 | 17 | $500,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 5, 2015 | D/A | Indefinite | $34,197,018 | 40 | $500,000 |
| EDGAR ↗ | Belcrest Realty Corp II group: Eaton Vance | Executive Officer | Dec 30, 2014 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Alydar Fund Ltd group: Alydar | Executive Officer, Director Chief Investment Officer of the Investment Manager and Director of the Issuer | Dec 8, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,092,245,654 | 175 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer, Director Chief Investment Officer of the Investment Manager and Director of the Issuer | Dec 8, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $855,389,460 | 100 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer, Director Chief Investment Officer of the Investment Manager and Director of the Issuer | Dec 8, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $42,860,256 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 6, 2014 | D | Indefinite | $47,638,210 | 43 | $500,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 2, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,066,391 | 35 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 2, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,539,310 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 2, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $273,693,898 | 80 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | ALYDAR QP FUND LP group: Alydar | Executive Officer Chief Investment Officer | Jul 2, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,093,796,957 | 175 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 2, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,907,717 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | ALYDAR FUND LP group: Alydar | Executive Officer Chief Investment Officer | Jul 2, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $77,316,816 | 60 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Tri-D Technologies Inc. | Director | Apr 17, 2014 | D | $25,589 similar: $1,100,015–$10,001,163 | $25,589 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer, Director Chief Investment Officer of Investment Manager and Director of Issuer | Dec 2, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $40,510,256 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer, Director Chief Investment Officer of Investment Manager and Director of Issuer | Dec 2, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $826,374,490 | 30 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Alydar Fund Ltd group: Alydar | Executive Officer, Director Chief Investment Officer of Investment Manager and Director of Issuer | Dec 2, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,069,730,559 | 36 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 1, 2013 | D/A | Indefinite | $84,927,097 | 47 | $500,000 |
| EDGAR ↗ | ALYDAR FUND LP group: Alydar | Executive Officer Chief Investment Officer | Jul 3, 2013 | D/A | Indefinite | $77,216,816 | 26 | $1,000,000 |
| EDGAR ↗ | ALYDAR QP FUND LP group: Alydar | Executive Officer Chief Investment Officer | Jul 3, 2013 | D/A | Indefinite | $1,085,846,957 | 80 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2013 | D/A | Indefinite | $3,907,717 | 12 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2013 | D/A | Indefinite | $260,582,370 | 54 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2013 | D/A | Indefinite | $9,180,000 | 9 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2013 | D/A | Indefinite | $35,578,018 | 33 | $1,000,000 |
| EDGAR ↗ | Alydar Fund Ltd group: Alydar | Executive Officer, Director Chief Investment Officer of Investment Manager and Director of Issuer | Nov 29, 2012 | D/A | Indefinite | $3,045,498,709 | 93 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer, Director Chief Investment Officer of Investment Manager and Director of Issuer | Nov 29, 2012 | D/A | Indefinite | $728,003,713 | 63 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer, Director Chief Investment Officer of Investment Manager and Director of Issuer | Nov 29, 2012 | D/A | Indefinite | $40,510,256 | 17 | $1,000,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 2, 2012 | D/A | Indefinite | $108,875,267 | 52 | $500,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2012 | D/A | Indefinite | $217,635,564 | 52 | $1,000,000 |
| EDGAR ↗ | ALYDAR QP FUND LP group: Alydar | Executive Officer Chief Investment Officer | Jul 3, 2012 | D/A | Indefinite | $1,058,623,080 | 113 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2012 | D/A | Indefinite | $33,798,652 | 36 | $1,000,000 |
| EDGAR ↗ | ALYDAR FUND LP group: Alydar | Executive Officer Chief Investment Officer | Jul 3, 2012 | D/A | Indefinite | $76,866,816 | 35 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2012 | D/A | Indefinite | $6,450,000 | 8 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer Chief Investment Officer | Jul 3, 2012 | D/A | Indefinite | $3,901,854 | 14 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer, Director Manager and Director of Investment Manager | Nov 9, 2011 | D/A | Indefinite | $37,141,256 | 11 | $1,000,000 |
| EDGAR ↗ | Alydar Fund Ltd group: Alydar | Executive Officer, Director Manager and Director of Investment Manager | Nov 9, 2011 | D/A | Indefinite | $2,825,407,029 | 54 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer, Director Manager and Director of Investment Manager | Nov 9, 2011 | D/A | Indefinite | $610,404,000 | 49 | $10,000,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 3, 2011 | D/A | Indefinite | $97,791,232 | 46 | $500,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 23, 2011 | D/A | Indefinite | $5,102,588 | 14 | $10,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 23, 2011 | D/A | Indefinite | $39,274,155 | 32 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 23, 2011 | D/A | Indefinite | $137,039,214 | 47 | $10,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 23, 2011 | D/A | Indefinite | $5,633,645 | 8 | $1,000,000 |
| EDGAR ↗ | ALYDAR QP FUND LP group: Alydar | Executive Officer Executive Officer of the General Partner | Jun 23, 2011 | D/A | Indefinite | $423,850,663 | 95 | $1,000,000 |
| EDGAR ↗ | ALYDAR FUND LP group: Alydar | Executive Officer Executive Officer of the General Partner | Jun 23, 2011 | D/A | Indefinite | $41,990,326 | 31 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Director, Executive Officer Manager and Director of Investment Manager | Nov 18, 2010 | D/A | Indefinite | $333,655,046 | 59 | $10,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Director, Executive Officer Manager and Director of Investment Manager | Nov 18, 2010 | D/A | Indefinite | $19,924,719 | 9 | $1,000,000 |
| EDGAR ↗ | Alydar Fund Ltd group: Alydar | Director, Executive Officer Manager and Director of Investment Manager | Nov 18, 2010 | D/A | Indefinite | $860,967,957 | 109 | $1,000,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 6, 2010 | D/A | Indefinite | $82,066,232 | 45 | $500,000 |
| EDGAR ↗ | EATON VANCE OPTION ABSOLUTE RETURN STRATEGY LLC group: Eaton Vance | Executive Officer Vice President of the Managing Member | Aug 11, 2010 | D/A | Indefinite | $15,000,000 | 1 | $5,000,000 |
| EDGAR ↗ | EATON VANCE OPPORTUNISTIC CORPORATE CREDIT FUND LLC group: Eaton Vance | Executive Officer Executive Officer of the Managing Member | Jun 29, 2010 | D/A | Indefinite | $9,350,000 | 4 | $5,000,000 |
| EDGAR ↗ | ALYDAR FUND LP group: Alydar | Executive Officer Executive Officer of the General Partner | Jun 15, 2010 | D/A | Indefinite | $63,574,055 | 52 | $1,000,000 |
| EDGAR ↗ | ALYDAR QP FUND LP group: Alydar | Executive Officer Executive Officer of the General Partner | Jun 14, 2010 | D/A | Indefinite | $693,042,532 | 164 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 14, 2010 | D/A | Indefinite | $142,586,189 | 65 | $10,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 14, 2010 | D/A | Indefinite | $3,850,472 | 14 | $10,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 11, 2010 | D/A | Indefinite | $4,520,540 | 9 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer Executive Officer of the General Partner | Jun 11, 2010 | D/A | Indefinite | $21,924,143 | 36 | $1,000,000 |
| EDGAR ↗ | Eaton Vance TALF Opportunities Fund I, LLC group: Eaton Vance | Executive Officer Executive Officer of the Managing Member of the Issuer | Jun 2, 2010 | D/A | $28,126,732 | $28,126,732 | 0 | $500,000 |
| EDGAR ↗ | Massachusetts Mutual Variable Life Separate Account III | Executive Officer | Dec 30, 2009 | D/A | Indefinite | $6,277,442 | 3 | $1,000,000 |
| EDGAR ↗ | Massachusetts Mutual Variable Life Separate Account III | Executive Officer | Dec 30, 2009 | D/A | Indefinite | $6,277,442 | 3 | $1,000,000 |
| EDGAR ↗ | Alydar Fund Ltd group: Alydar | Director, Executive Officer Manager and Director of Investment Manager | Nov 17, 2009 | D/A | Indefinite | $615,545,035 | 196 | $1,000,000 |
| EDGAR ↗ | Alydar Fund Ltd group: Alydar | Director, Executive Officer Manager and Director of Investment Manager | Nov 17, 2009 | D | Indefinite | $0 | 0 | $1,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Director, Executive Officer Manager and Director of Investment Manager | Nov 13, 2009 | D/A | Indefinite | $107,136,820 | 74 | $10,000,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Director, Executive Officer Manager and Director of Investment Manager | Nov 13, 2009 | D/A | Indefinite | $3,242,980 | 3 | $1,000,000 |
| EDGAR ↗ | Eaton Vance Small Cap Core Fund LLC group: Eaton Vance | Executive Officer Vice President of Managing Member | Oct 7, 2009 | D/A | Indefinite | $65,466,232 | 38 | $500,000 |
| EDGAR ↗ | EATON VANCE OPTION ABSOLUTE RETURN STRATEGY LLC group: Eaton Vance | Executive Officer Vice President of the Managing Member | Aug 20, 2009 | D/A | Indefinite | $15,000,000 | 1 | $5,000,000 |
| EDGAR ↗ | EATON VANCE OPPORTUNISTIC CORPORATE CREDIT FUND LLC group: Eaton Vance | Executive Officer Executive Officer of the Managing Member | Jul 2, 2009 | D/A | Indefinite | $9,350,000 | 4 | $5,000,000 |
| EDGAR ↗ | Eaton Vance TALF Opportunities Fund I, LLC group: Eaton Vance | Executive Officer Executive Officer of the Managing Member of the Issuer | Jun 1, 2009 | D | $28,126,732 | $28,126,732 | 31 | $500,000 |
| EDGAR ↗ | Massachusetts Mutual Variable Life Separate Account III | Executive Officer | Apr 16, 2009 | D/A | Indefinite | $2,896,720 | 1 | $1,000,000 |
| EDGAR ↗ | Massachusetts Mutual Variable Life Separate Account III | Executive Officer | Apr 15, 2009 | D | Indefinite | $14,483,600 | 1 | $1,000,000 |
| EDGAR ↗ | Eaton Vance Tax-Advantaged Bond Strategies Fund, a series of Eaton Vance Municipals Trust II group: Eaton Vance | Executive Officer Executive Officer of the Investment Manager of the Issuer | Apr 6, 2009 | D | Indefinite | $76,829,103 | 3 | No minimum reported |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); 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.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as John Joseph Murphy. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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