Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2025-04-25 09:13:26 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000945621-25-000362 Exclusions or Exemptions 506b Accepted Date 2025-04-25 09:13:26 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2024-04-26 09:12:28 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000945621-24-000373 Exclusions or Exemptions 506b Accepted Date 2024-04-26 09:12:28 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2023-04-27 13:33:16 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000898432-23-000216 Exclusions or Exemptions 506b Accepted Date 2023-04-27 13:33:16 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2021-03-09 16:16:30 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000350797-21-000013 Exclusions or Exemptions 506b Accepted Date 2021-03-09 16:16:30 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2020-03-05 15:16:53 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000350797-20-000064 Exclusions or Exemptions 506b Accepted Date 2020-03-05 15:16:53 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2019-03-05 15:51:46 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000350797-19-000014 Exclusions or Exemptions 506b Accepted Date 2019-03-05 15:51:46 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2018-03-05 14:23:50 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000350797-18-000008 Exclusions or Exemptions 506b Accepted Date 2018-03-05 14:23:50 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2017-03-03 14:33:34 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Charles Schwab & Co., Inc., Oppenheimer & Co., Inc., UBS Financial Services Inc., Wells Fargo Advisors, Merrill Lynch, Pierce Fenner & Smith Incorporated, and Huntington Investment CIK Number 0001035602 Filed Document 0000350797-17-000069 Exclusions or Exemptions 506b Accepted Date 2017-03-03 14:33:34 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2016-03-03 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., National Financial Services LLC, Charles Schwab & Co., Inc., Comerica Securities, LLC, Credit Suisse Securities (USA) LLC, Deutsche Bank Securities, Inc., Fifth Third Bank, N.A., LPL Financial Corporation, Morgan Keegan & Company, Inc., Morgan Stanley & Co., Incorporated, Northern Trust Securities, Inc., Oppenheimer & Co., Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Robert W. Baird & Co., Incorporated, SunTrust Bank, N.A., SunTrust Investment Services, UBS Financial Services Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce Fenner & Smith Incorporated, RBC Capital Markets Corporation, Wells Fargo Advisors Financial Network, LLC, Morgan Stanley Smith Barney LLC, J.P. Morgan Securities, Deutsche Bank Trust Company Americas N.A., Janney Montgomery Scott LLC, US Bank, N.A., Atlantic Trust Company, N.A., US Trust Company, N.A., and Wells Fargo Bank N.A. CIK Number 0001035602 Filed Document 0000940394-16-002199 Exclusions or Exemptions 506b Accepted Date 2016-03-03 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Equity
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2015-03-03 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., National Financial Services LLC, Charles Schwab & Co., Inc., Comerica Securities, LLC, Credit Suisse Securities (USA) LLC, Deutsche Bank Securities, Inc., Fifth Third Bank, N.A., LPL Financial Corporation, Morgan Keegan & Company, Inc., Morgan Stanley & Co., Incorporated, Northern Trust Securities, Inc., Oppenheimer & Co., Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Robert W. Baird & Co., Incorporated, SunTrust Bank, N.A., SunTrust Investment Services, UBS Financial Services Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce Fenner & Smith Incorporated, RBC Capital Markets Corporation, Wells Fargo Advisors Financial Network, LLC, Morgan Stanley Smith Barney LLC, J.P. Morgan Securities, Deutsche Bank Trust Company Americas N.A., Janney Montgomery Scott LLC, US Bank, N.A., Atlantic Trust Company, N.A., US Trust Company, N.A., and Wells Fargo Bank N.A. CIK Number 0001035602 Filed Document 0000940394-15-000406 Exclusions or Exemptions 506b Accepted Date 2015-03-03 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Equity
BELVEDERE CAPITAL FUND CO LLC See All Filings	D/A	2014-03-04 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., National Financial Services LLC, Charles Schwab & Co., Inc., Comerica Securities, LLC, Credit Suisse Securities (USA) LLC, Deutsche Bank Securities, Inc., Fifth Third Bank, N.A., LPL Financial Corporation, Morgan Keegan & Company, Inc., Morgan Stanley & Co., Incorporated, Northern Trust Securities, Inc., Oppenheimer & Co., Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Robert W. Baird & Co., Incorporated, SunTrust Bank, N.A., SunTrust Investment Services, UBS Financial Services Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce Fenner & Smith Incorporated, RBC Capital Markets Corporation, Wells Fargo Advisors Financial Network, LLC, Morgan Stanley Smith Barney LLC, J.P. Morgan Securities, Deutsche Bank Trust Company Americas N.A., Janney Montgomery Scott LLC, US Bank, N.A., Atlantic Trust Company, N.A., US Trust Company, N.A., and Wells Fargo Bank N.A. CIK Number 0001035602 Filed Document 0000940394-14-000464 Exclusions or Exemptions 506b Accepted Date 2014-03-04 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Equity