|
|
D/A |
2025-04-25 09:11:11 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Eaton Vance Distributors, Inc., Northern Trust Securities, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Rockefeller Financial LLC, JP Morgan Securities, UBS Financial Services, RBC Capital Markets, LLC, iCaptial Securities LLC, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Morgan Stanley, PNC Investments, PNC Investments, Charles Schwab & Co., Inc., First Republic, Raymond James & Associates, Janney Montgomery Scott, iCapital Securities, LLC and Institutional Capital Network, Inc., Bank of America Private Bank (FKA US Trust), Deutsche Bank Securities Inc., Commonwealth Equity Services, LLC dba Commonwealth Financial Network, Ameriprise Financial, Fifth Third Securities, Inc, Stifel Nicolaus & Company, Inc., Sanford C. Bernstein & Co. LLC, Truist Investment Services (FKA BB&T, SunTrust Investment Services), Robert W Baird & CO. Inc., and Northern Trust Fiduciary
- CIK Number
- 0001886309
- Filed Document
- 0000945621-25-000361
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2025-04-25 09:11:11 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
|
|
|
D/A |
2024-04-26 09:19:31 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Eaton Vance Distributors, Inc., Northern Trust Securities, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Rockefeller Financial LLC, JP Morgan Securities, UBS Financial Services, RBC Capital Markets, LLC, iCaptial Securities LLC, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Morgan Stanley, PNC Investments, PNC Investments, Charles Schwab & Co., Inc., First Republic, Raymond James & Associates, Janney Montgomery Scott, iCapital Securities, LLC and Institutional Capital Network, Inc., Bank of America Private Bank (FKA US Trust), Deutsche Bank Securities Inc., Commonwealth Equity Services, LLC dba Commonwealth Financial Network, Ameriprise Financial, Fifth Third Securities, Inc, Stifel Nicolaus & Company, Inc., Sanford C. Bernstein & Co. LLC, Truist Investment Services (FKA BB&T, SunTrust Investment Services), Robert W Baird & CO. Inc., and Northern Trust Fiduciary
- CIK Number
- 0001886309
- Filed Document
- 0000945621-24-000374
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2024-04-26 09:19:31 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
|
|
|
D/A |
2023-04-27 13:36:17 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Eaton Vance Distributors, Inc., Northern Trust Securities, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Rockefeller Financial LLC, JP Morgan Securities, UBS Financial Services, RBC Capital Markets, LLC, iCaptial Securities LLC, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Morgan Stanley, PNC Investments, PNC Investments, Charles Schwab & Co., Inc., First Republic, Raymond James & Associates, Janney Montgomery Scott, iCapital Securities, LLC and Institutional Capital Network, Inc., Bank of America Private Bank (FKA US Trust), Deutsche Bank Securities Inc., Commonwealth Equity Services, LLC dba Commonwealth Financial Network, Ameriprise Financial, Fifth Third Securities, Inc, Stifel Nicolaus & Company, Inc., Sanford C. Bernstein & Co. LLC, Truist Investment Services (FKA BB&T, SunTrust Investment Services), Robert W Baird & CO. Inc., and Northern Trust Fiduciary
- CIK Number
- 0001886309
- Filed Document
- 0000898432-23-000217
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2023-04-27 13:36:17 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
|
|
|
D/A |
2022-03-30 15:35:43 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Eaton Vance Distributors, Inc., Northern Trust Securities, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Rockefeller Financial LLC, JP Morgan Securities, UBS Financial Services, RBC Capital Markets, LLC, iCaptial Securities LLC, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Morgan Stanley, PNC Investments, PNC Investments, Charles Schwab & Co., Inc., First Republic, Raymond James & Associates, Janney Montgomery Scott, iCapital Securities, LLC and Institutional Capital Network, Inc., Bank of America Private Bank (FKA US Trust), Deutsche Bank Securities Inc., Commonwealth Equity Services, LLC dba Commonwealth Financial Network, Ameriprise Financial, Fifth Third Securities, Inc, Stifel Nicolaus & Company, Inc., Sanford C. Bernstein & Co. LLC, Truist Investment Services (FKA BB&T, SunTrust Investment Services), Robert W Baird & CO. Inc., and Northern Trust Fiduciary
- CIK Number
- 0001886309
- Filed Document
- 0001794159-22-000031
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2022-03-30 15:35:43 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
|
|
|
D/A |
2021-12-29 09:49:30 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Eaton Vance Distributors, Inc., Northern Trust Securities, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Rockefeller Financial LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Sepio Capital, US Bank, US Bank, Fieldpoint Private Securities, JP Morgan Securities, UBS Financial Services, RBC Capital Markets, LLC, iCaptial Securities LLC, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, Morgan Stanley, PNC Investments, PNC Investments, Charles Schwab & Co., Inc., First Republic, Raymond James & Associates, Janney Montgomery Scott, iCapital Securities, LLC and Institutional Capital Network, Inc., Bank of America Private Bank (FKA US Trust), Deutsche Bank Securities Inc., Commonwealth Equity Services, LLC dba Commonwealth Financial Network, Ameriprise Financial, Fifth Third Bank, Stifel Nicolaus & Company, Inc., Sanford C. Bernstein & Co. LLC, Eaton Vance Water Oak Advisors, Truist Investment Services (FKA BB&T, SunTrust Investment Services), CapRock, Robert W Baird & CO. Inc., Northern Trust Fiduciary, Truist Bank (FKA Sun Trust Bank), HighTower, and Glenmede Trust
- CIK Number
- 0001886309
- Filed Document
- 0001794159-21-000097
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-12-29 09:49:30 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
|
|
|
D/A |
2021-10-07 15:52:17 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Eaton Vance Distributors, Inc., Northern Trust Securities, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Rockefeller Financial LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Sepio Capital, US Bank, US Bank, Fieldpoint Private Securities, JP Morgan Securities, UBS Financial Services, RBC Capital Markets, LLC, iCaptial Securities LLC, Wells Fargo Advisors, Merrill Lynch, Pierce Fenner, & Smith, and Morgan Stanley
- CIK Number
- 0001886309
- Filed Document
- 0000350797-21-000148
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-10-07 15:52:17 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
|
|
|
D |
2021-10-05 14:30:32 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Eaton Vance Distributors, Inc., Northern Trust Securities, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Cetera Advisors LLC, Rockefeller Financial LLC, CIBC Private Wealth Advisors (Atlantic Trust), Sentry Advisors, Sepio Capital, US Bank, and US Bank
- CIK Number
- 0001886309
- Filed Document
- 0000350797-21-000143
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-10-05 14:30:32 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
|