Form D · Other Investment Fund

INTECH U.S. ENHANCED PLUS FUND LLC

West Palm Beach, FL · CIK 0001345708

Offering snapshot reported Jul 29, 2025 · SEC filing

Reported sold
$1.94B
Indefinite offering
Investors reported
83
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Mar 1, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$971M$1.94BJan 8, 2015: $707,531,215.00Jan 8, 2015Jan 8, 2016: $707,531,215.00Jan 6, 2017: $707,531,215.00Oct 13, 2022: $138,287,167.00Oct 11, 2023: $75,641,660.00Oct 15, 2024: $17,114,079.00Jul 29, 2025: $1,941,065,200.00Jul 29, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$707,531,215 → $1,941,065,200
  • Reported investors28 → 83

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 29, 2025Amendment$1,941,065,200$1,233,533,985vs Jan 8, 201583SEC filing
Oct 15, 2024Amendment$17,114,079-$690,417,136vs Jan 8, 20152SEC filing
Oct 11, 2023Amendment$75,641,660-$631,889,555vs Jan 8, 20156SEC filing
Oct 13, 2022Amendment$138,287,167-$569,244,048vs Jan 8, 201510SEC filing
Jan 6, 2017Amendment$707,531,215$0vs Jan 8, 201628SEC filing
Jan 8, 2016Amendment$707,531,215$0vs Jan 8, 201528SEC filing
Jan 8, 2015Initial$707,531,215No comparison28SEC filing
Jan 6, 2014Amendment$875,678,824$126,346,061vs Jan 4, 201330SEC filing
Jan 4, 2013Amendment$749,332,763-$48,320,009vs Jan 5, 201235SEC filing
Jan 5, 2012Amendment$797,652,772-$11,237,251vs Aug 15, 201136SEC filing
Aug 15, 2011Amendment$808,890,023$249,953vs Oct 28, 201038SEC filing
Oct 28, 2010Amendment$808,640,070-$374,763,949vs Mar 25, 201043SEC filing
Jun 15, 2010Amendment$1,031,084,144-$152,319,875vs Mar 25, 201050SEC filing
Mar 25, 2010Amendment$1,183,404,019$150,376,384vs Sep 17, 200955SEC filing
Sep 17, 2009Amendment$1,033,027,635$180,974,653vs Jul 23, 200962SEC filing
Jul 23, 2009Amendment$852,052,982No comparison60SEC filing
Jun 1, 2009Amendment$824,869,964No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-231711
Previous Form D filings showed NAV and investor count as of each filing date. This amendment updates Items 13 and 14 to reflect cumulative capital raised and investor totals. The Fund has closed and no longer an active Rule 506(b) offering.

Source: Form D, filed Jul 29, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

INTECH U.S. ENHANCED PLUS FUND LLC

Investment adviser: INTECH INVESTMENT MANAGEMENT LLC

Gross asset value
$17.7M
Beneficial owners
4
ADV minimum commitment
$5M

Reported in Form ADV on Mar 18, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 1927058 · Mar 18, 2025 · Schedule D 7.B.(1), fund 805-6867748823

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
George Batejan Executive
Todd Bitzer Executive
Daniel P. Charles Executive
Gregory A. Frost Executive
Heidi Hardin Executive
Nancy Holden Executive
Brennan Hughes Executive
N/A Intech Holdings Llc Executive
Doug Laird Executive
Frank Lao Executive
Kristin Mariani Executive
Jesper Nergaard Executive
Susan Oh Executive
Carolyn Patton Piskun Executive
Michelle Rosenberg Executive
Justin Wright Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
250 S. Australian Avenue Suite 1800
West Palm Beach, FL, 33401