Diversified Exchange Fund All-Cap LLC - Fund Information and Directors
Diversified Exchange Fund All-Cap LLC Firm
Boston Management and Research
Fund # 805-1594597420 CIK # 0001949939 Sale 2022-09-30
($144.7 M Sold)
Fund Other Private Fund Phone 6174828260 Address One Post Office Square Source
[EDGAR]
[IAPD]
Fund AUM and Sold ($M)
150 120 90 60 30 0 2010 2015 2021 2027
Fund Details Director Eaton Vance Management Custodian State Street Bank and Trust Company Auditor Deloitte & Touche LLP Marketer Leo Wealth LLC, Kukui Tree Capital Management LLC, Morgan Stanley, John Moore & Associates Inc, Eaton Vance Distributors Inc, West Coast Financial LLC, Monarch Wealth Strategies, Balboa Wealth Partners Inc, The Portfolio Strategy Group LLC, New Edge Wealth, Bluepointe Capital Management LLC, SEIA, Promethium, Captrust Financial Advisors, Seven Post Investment Office LP, Hightower Advisors LLC, HB Wealth, Captrust, Reshape Wealth, Homrich Berg, IEQ Capital LLC Broker Jurisdiction
Form D Offering Filed 2026-03-23 (D/A) Exemption 506(b), 3(c), 3(c)(7) Minimum $1,000,000 Remaining Indefinite Duration More than one year Commission $462,081 Net Assets Decline to Disclose
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