INTECH U.S. Managed Volatility Fund LLC is a private investment fund based in Denver, Colorado. According to its most recent Form D, filed Jan 9, 2017, it has sold $25,092,313 of interests to 2 investors since its first sale in Dec 2013. 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 Justin Wright; Nancy Holden; Michelle Rosenberg.
- Total raised
- $25,092,313Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Dec 30, 2013
- 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
- Justin Wright; Nancy Holden; Michelle Rosenberg
- Latest Form D
- Jan 9, 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
Questions about INTECH U.S. Managed Volatility Fund LLC
What is the minimum investment for INTECH U.S. Managed Volatility Fund LLC?
According to its latest Form D, filed Jan 9, 2017, the minimum investment INTECH U.S. Managed Volatility Fund LLC accepts from an outside investor is $5,000,000.
Who can invest in INTECH U.S. Managed Volatility Fund LLC?
INTECH U.S. Managed Volatility 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. Managed Volatility Fund LLC raised?
INTECH U.S. Managed Volatility Fund LLC reports $25,092,313 sold from 2 investors on its Form D filed Jan 9, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is INTECH U.S. Managed Volatility Fund LLC based?
INTECH U.S. Managed Volatility Fund LLC is based in Denver, Colorado.
When did INTECH U.S. Managed Volatility Fund LLC launch?
INTECH U.S. Managed Volatility Fund LLC reports its first sale in Dec 2013.
Size compared with every private investment fund
Raised more than 78% of the 234 private investment funds based in Colorado, and more than 54% of all 10,270 that report sales.