PARAMETRIC DEFENSIVE EQUITY FUND LLC — Form D/A

PARAMETRIC DEFENSIVE EQUITY FUND LLC of MINNEAPOLIS, MN, a pooled investment fund, filed a Form D amendment with the SEC on 2018-01-22. $4.7B was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2018-01-22
Form: D/A
Accession: 0000350797-18-000004
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.1
Amount sold: $4.7B
Minimum investment: $5.0M
Investors: 233
Date of first sale: 2012-01-20
Security types: equity, fund interests
SEC file number: 021-172833

Issuer

Name: PARAMETRIC DEFENSIVE EQUITY FUND LLC
CIK: 0001539852
Entity type: Limited Liability Company
Jurisdiction: DELAWARE
Incorporated: 2011
Address: 3600 MINNESOTA DRIVE, SUITE 200, MINNEAPOLIS, MN, 55435
Phone: 952-767-7700

Officers, directors & promoters (12)

Name	Role	Location
Thomas Lee	Executive Officer	Minneapolis, MN
Thomas Lee	Promoter	Minneapolis, MN
Thomas Lee	Related Person	Minneapolis, MN
N/A Parametric Portfolio Associates LLC	Promoter	Minneapolis, MN
N/A Parametric Portfolio Associates LLC	Related Person	Minneapolis, MN
Kelly Shelquist	Promoter	Minneapolis, MN
Kelly Shelquist	Related Person	Minneapolis, MN
Parametric Parametric Portfolio Associates LLC	Promoter	Minneapolis, MN
d/b/a PARAMETRIC CLIFTON PARAMETRIC PORTFOLIO ASSOCIATES LLC	Promoter	MINNEAPOLIS, MN
ORISON CHAFFEE	Executive Officer	Minneapolis, MN
ORISON CHAFFEE	Promoter	Minneapolis, MN
Management Company The Clifton Group Investment	Promoter	Minneapolis, MN

Other filings by this issuer (15)

Filed	Form	Offering	Sold
2026-01-30	D/A	—	$8.7B
2025-01-31	D/A	—	$8.4B
2024-02-01	D/A	—	$8.2B
2023-02-01	D/A	—	$8.1B
2022-01-28	D/A	—	$8.0B
2021-01-27	D/A	—	$7.8B
2020-01-24	D/A	—	$7.0B
2019-01-25	D/A	—	$5.8B
2017-01-20	D/A	—	$3.1B
2016-01-20	D/A	—	$2.1B
2015-03-31	D/A	—	$1.2B
2015-01-20	D/A	—	$1.2B
2014-01-23	D/A	—	$655.5M
2013-01-31	D/A	—	$208.8M
2012-02-02	D	—	$38.5M

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