Intech U.S. Broad Equity Plus Fund LLC
Intech U.S. Broad Equity Plus Fund LLC is a private investment fund based in West Palm Beach, Florida. According to its most recent Form D, filed Oct 15, 2026, it has sold $310,334,886 of interests to 7 investors since its first sale in Dec 2006. The minimum investment it accepts from an outside investor is $5,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Intech Holdings LLC.
- Total raised
- $310,334,886Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Dec 28, 2006
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Intech Holdings LLC
- Latest Form D
- Oct 15, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Intech U.S. Broad Equity Plus Fund LLC
What is the minimum investment for Intech U.S. Broad Equity Plus Fund LLC?
According to its latest Form D, filed Oct 15, 2026, the minimum investment Intech U.S. Broad Equity Plus Fund LLC accepts from an outside investor is $5,000,000.
Who can invest in Intech U.S. Broad Equity Plus Fund LLC?
Intech U.S. Broad Equity Plus Fund LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Intech U.S. Broad Equity Plus Fund LLC raised?
Intech U.S. Broad Equity Plus Fund LLC reports $310,334,886 sold from 7 investors on its Form D filed Oct 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Intech U.S. Broad Equity Plus Fund LLC based?
Intech U.S. Broad Equity Plus Fund LLC is based in West Palm Beach, Florida.
When did Intech U.S. Broad Equity Plus Fund LLC launch?
Intech U.S. Broad Equity Plus Fund LLC reports its first sale in Dec 2006.
Size compared with every private investment fund
Raised more than 96% of the 868 private investment funds based in Florida, and more than 84% of all 10,333 that report sales.