Intech U.S. Large Cap Core 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 $50,677,912 of interests to 2 investors since its first sale in Feb 2007. 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 Michelle Rosenberg; Susan Oh; Brennan Hughes.
- Total raised
- $50,677,912Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Feb 16, 2007
- 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
- Michelle Rosenberg; Susan Oh; Brennan Hughes
- 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) | $50,677,912 | 2 | SEC.gov ↗ |
| Jan 8, 2016 | Form D/A (amendment) | $50,677,912 | 2 | SEC.gov ↗ |
| Jan 8, 2015 | Form D | $50,677,912 | 2 | SEC.gov ↗ |
| Jan 3, 2014 | Form D/A (amendment) | $44,124,986 | 2 | SEC.gov ↗ |
| Jan 5, 2012 | Form D/A (amendment) | $66,584,924 | 4 | 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. Large Cap Core Fund LLC
What is the minimum investment for Intech U.S. Large Cap Core Fund LLC?
According to its latest Form D, filed Jan 6, 2017, the minimum investment Intech U.S. Large Cap Core Fund LLC accepts from an outside investor is $5,000,000.
Who can invest in Intech U.S. Large Cap Core Fund LLC?
Intech U.S. Large Cap Core 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. Large Cap Core Fund LLC raised?
Intech U.S. Large Cap Core Fund LLC reports $50,677,912 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. Large Cap Core Fund LLC based?
Intech U.S. Large Cap Core Fund LLC is based in Denver, Colorado.
When did Intech U.S. Large Cap Core Fund LLC launch?
Intech U.S. Large Cap Core Fund LLC reports its first sale in Feb 2007.
Size compared with every private investment fund
Raised more than 84% of the 231 private investment funds based in Colorado, and more than 63% of all 10,333 that report sales.