Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Clearisle Capital Fund LLC See All Filings	D/A	2023-04-27 13:37:50 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic, CIBC World Markets Corp., Securities America, Triad Investors, Mercer Advisors, M&T Securities Inc, icapital Securities LLC, Commonwealth Equity Services, LLC dba Commonwealth Financial Netowrk, Wilmington Trust NA, Truist Investment Services inc, US Bank NA, US Bank NA, Sepio Capital, Plante Moran, Emigrant Bank, Eaton Vance WaterOak Advisors, BOK Financial Securities Inc, Truist Securities Inc, Glenmede Investment Management, and Wilmington Trust Investment Advisors Inc CIK Number 0001787424 Filed Document 0000898432-23-000218 Exclusions or Exemptions 506b Accepted Date 2023-04-27 13:37:50 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
Clearisle Capital Fund LLC See All Filings	D/A	2022-10-20 15:55:27 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic, CIBC World Markets Corp., Securities America, Triad Investors, Mercer Advisors, M&T Securities Inc, icapital Securities LLC, Commonwealth Equity Services, LLC dba Commonwealth Financial Netowrk, Wilmington Trust NA, Truist Investment Services inc, US Bank NA, US Bank NA, Sepio Capital, Plante Moran, Emigrant Bank, Eaton Vance WaterOak Advisors, BOK Financial Securities Inc, Truist Securities Inc, Glenmede Investment Management, and Wilmington Trust Investment Advisors Inc CIK Number 0001787424 Filed Document 0001507943-22-000061 Exclusions or Exemptions 506b Accepted Date 2022-10-20 15:55:27 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
Clearisle Capital Fund LLC See All Filings	D/A	2021-10-20 15:13:22 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic, CIBC World Markets Corp., Securities America, Triad Investors, Mercer Advisors, M&T Securities Inc, icapital Securities LLC, Commonwealth Equity Services, LLC dba Commonwealth Financial Netowrk, Wilmington Trust NA, Truist Investment Services inc, US Bank NA, US Bank NA, Sepio Capital, Plante Moran, Emigrant Bank, Eaton Vance WaterOak Advisors, BOK Financial Securities Inc, Truist Securities Inc, Glenmede Investment Management, and Wilmington Trust Investment Advisors Inc CIK Number 0001787424 Filed Document 0000350797-21-000149 Exclusions or Exemptions 506b Accepted Date 2021-10-20 15:13:22 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
Clearisle Capital Fund LLC See All Filings	D/A	2021-10-06 15:06:10 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic, CIBC World Markets Corp., Securities America, Triad Investors, Mercer Advisors, M&T Securities Inc, icapital Securities LLC, Commonwealth Equity Services, LLC dba Commonwealth Financial Netowrk, Wilmington Trust NA, Truist Investment Services inc, US Bank NA, US Bank NA, Sepio Capital, Plante Moran, Emigrant Bank, Eaton Vance WaterOak Advisors, BOK Financial Securities Inc, Truist Securities Inc, Glenmede Investment Management, and Wilmington Trust Investment Advisors Inc CIK Number 0001787424 Filed Document 0000350797-21-000144 Exclusions or Exemptions 506b Accepted Date 2021-10-06 15:06:10 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
Clearisle Capital Fund LLC See All Filings	D/A	2020-09-15 11:54:34 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic Securities LLC, Mercer Advisors, CIBC World Markets Corp., Securities America, Triad Investors, Mercer Advisors, M&T Securities Inc, icapital Securities LLC, and Commonwealth Equity Services, LLC dba Commonwealth Financial Netowrk CIK Number 0001787424 Filed Document 0000350797-20-000104 Exclusions or Exemptions 506b Accepted Date 2020-09-15 11:54:34 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
Clearisle Capital Fund LLC See All Filings	D/A	2020-09-10 15:18:53 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic Securities LLC, Mercer Advisors, CIBC World Markets Corp., Securities America, Triad Investors, Mercer Advisors, M&T Securities Inc, icapital Securities LLC, and Commonwealth Equity Services, LLC dba Commonwealth Financial Netowrk CIK Number 0001787424 Filed Document 0000350797-20-000103 Exclusions or Exemptions 506b Accepted Date 2020-09-10 15:18:53 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
Clearisle Capital Fund LLC See All Filings	D/A	2020-07-08 12:01:29 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic Securities LLC, Mercer Advisors, CIBC World Markets Corp., Securities America, Triad Investors, Mercer Advisors, and M&T Securities Inc CIK Number 0001787424 Filed Document 0000350797-20-000093 Exclusions or Exemptions 506b Accepted Date 2020-07-08 12:01:29 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
Clearisle Capital Fund LLC See All Filings	D/A	2020-05-05 13:33:17 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wilmington Trust Company, Deutsche Bank Securities inc., LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Raymond James & Associates, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic Securities LLC, Mercer Advisors, CIBC World Markets Corp., Securities America, and Triad Investors CIK Number 0001787424 Filed Document 0000350797-20-000077 Exclusions or Exemptions 506b Accepted Date 2020-05-05 13:33:17 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
Clearisle Capital Fund LLC See All Filings	D/A	2020-04-20 16:03:32 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wells Fargo Advisors, Sun Trust, Wilmington Trust Company, Wilmington Trust NA, Deutsche Bank Securities inc., BOK Financial Securities Inc., PNC National Bank NA, LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Plante Moran Financial Advisors LLC, CapTrust Financial Advisors, Raymond James & Associates, SunTrust Investment Services, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic Securities LLC, Mercer Advisors, and CIBC World Markets Corp. CIK Number 0001787424 Filed Document 0000350797-20-000076 Exclusions or Exemptions 506b Accepted Date 2020-04-20 16:03:32 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
Clearisle Capital Fund LLC See All Filings	D/A	2020-02-20 17:09:39 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wells Fargo Advisors, Sun Trust, Wilmington Trust Company, Wilmington Trust NA, Deutsche Bank Securities inc., BOK Financial Securities Inc., PNC National Bank NA, LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Plante Moran Financial Advisors LLC, CapTrust Financial Advisors, Raymond James & Associates, SunTrust Investment Services, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic Securities LLC, and Mercer Advisors CIK Number 0001787424 Filed Document 0000350797-20-000061 Exclusions or Exemptions 506b Accepted Date 2020-02-20 17:09:39 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
Clearisle Capital Fund LLC See All Filings	D/A	2020-02-20 17:02:55 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Bank of America Private Bank (FKA US Trust), Wells Fargo Advisors, Sun Trust, Wilmington Trust Company, Wilmington Trust NA, Deutsche Bank Securities inc., BOK Financial Securities Inc., PNC National Bank NA, LPL Financial LLC, CitiGroup Global Markets inc., Fifth Third Bank, Plante Moran Financial Advisors LLC, CapTrust Financial Advisors, Raymond James & Associates, SunTrust Investment Services, Charles Schwab & Co., Inc., Morgan Stanley, Bessemer Investor Services, JP Morgan Securities (Private Bank uses JPM Securities), First Republic Securities LLC, and Mercer Advisors CIK Number 0001787424 Filed Document 0000350797-20-000060 Exclusions or Exemptions 506b Accepted Date 2020-02-20 17:02:55 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
Clearisle Capital Fund LLC See All Filings	D/A	2019-11-20 16:04:30 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, Hightower Advisors, LLC, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, Cetera Advisors, UBS Financial Services, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, and Bank of America Private Bank (FKA US Trust) CIK Number 0001787424 Filed Document 0000350797-19-000055 Exclusions or Exemptions 506b Accepted Date 2019-11-20 16:04:30 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
Clearisle Capital Fund LLC See All Filings	D/A	2019-11-15 15:53:47 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Oppenheimer & Co. Inc., BB&T Securities, LLC, Janney Montgomery Scott, Sanford C. Bernstein & Co. LLC, Merrill Lynch, Pierce Fenner, & Smith, Stifel Nicolaus & Company, Inc., Ameriprise Financial, Fieldpoint Private Securities LLC, Altegris - Artivest, and Hightower Advisors, LLC CIK Number 0001787424 Filed Document 0000350797-19-000053 Exclusions or Exemptions 506b Accepted Date 2019-11-15 15:53:47 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
Clearisle Capital Fund LLC See All Filings	D	2019-09-11 15:42:24 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Eaton Vance Distributors, Inc., Robert W Baird & CO. Inc., Northern Trust Securities, Inc., Rockefeller Financial LLC, RBC Capital Markets, LLC, CIBC Private Wealth Advisors (Atlantic Trust), and Sentry Advisors CIK Number 0001787424 Filed Document 0000350797-19-000037 Exclusions or Exemptions 506b Accepted Date 2019-09-11 15:42:24 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund