Intech U.S. Broad Large Cap Value Fund LLC is a private investment fund based in Denver, Colorado. According to its most recent Form D, filed Jan 6, 2017, it has sold $22,145,736 of interests to 2 investors since its first sale in Feb 2008. 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 Kristin Mariani; Jesper Nergaard; Nancy Holden.
- Total raised
- $22,145,736Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Feb 29, 2008
- 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
- Kristin Mariani; Jesper Nergaard; Nancy Holden
- Latest Form D
- Jan 6, 2017
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Jan 6, 2017 | Form D/A (amendment) | $22,145,736 | 2 | SEC.gov ↗ |
| Jan 8, 2016 | Form D/A (amendment) | $22,145,736 | 2 | SEC.gov ↗ |
| Jan 8, 2015 | Form D | $22,145,736 | 2 | SEC.gov ↗ |
| Jan 3, 2014 | Form D/A (amendment) | $23,717,661 | 2 | SEC.gov ↗ |
| Jan 5, 2012 | Form D/A (amendment) | $16,898,711 | 2 | SEC.gov ↗ |
5 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jan 5, 2012. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Intech U.S. Broad Large Cap Value Fund LLC
What is the minimum investment for Intech U.S. Broad Large Cap Value Fund LLC?
According to its latest Form D, filed Jan 6, 2017, the minimum investment Intech U.S. Broad Large Cap Value Fund LLC accepts from an outside investor is $5,000,000.
Who can invest in Intech U.S. Broad Large Cap Value Fund LLC?
Intech U.S. Broad Large Cap Value 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 Large Cap Value Fund LLC raised?
Intech U.S. Broad Large Cap Value Fund LLC reports $22,145,736 sold from 2 investors on its Form D filed Jan 6, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Intech U.S. Broad Large Cap Value Fund LLC based?
Intech U.S. Broad Large Cap Value Fund LLC is based in Denver, Colorado.
When did Intech U.S. Broad Large Cap Value Fund LLC launch?
Intech U.S. Broad Large Cap Value Fund LLC reports its first sale in Feb 2008.
Size compared with every private investment fund
Raised more than 77% of the 231 private investment funds based in Colorado, and more than 52% of all 10,333 that report sales.