Diversified Exchange Fund Large-Cap LLC - Fund Information and Directors
Diversified Exchange Fund Large-Cap LLC
Firm
Boston Management and Research
Fund # 805-6593065517
CIK # 0001970767
Sale 2023-03-31
($54.5 M Sold)
Fund Other Private Fund
Phone 6174828260
Address One Post Office Square Boston, Massachusetts 02109
Source
[EDGAR]
[IAPD]
Fund AUM and Sold ($M)
60 48 36 24 12 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, SEIA, Kukui Tree Capital Management LLC, Morgan Stanley, Promethium, John Moore & Associates Inc, Reshape Wealth, Seven Post Investment Office LP, Eaton Vance Distributors Inc, West Coast Financial LLC, Hightower Advisors LLC, Monarch Wealth Strategies, The Portfolio Strategy Group LLC, New Edge Wealth, 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 $103,193
Net Assets Decline to Disclose
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