Form D · Other Investment Fund
INTECH U.S. LARGE CAP GROWTH FUND LLC
West Palm Beach, FL · CIK 0001259494
Offering snapshot reported Oct 15, 2026 · SEC filing
- Reported sold
- $3.1B Indefinite offering
- Investors reported
- 250 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Jul 15, 2003 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 15, 2026 | Amendment | $3,104,669,623 | $0vs Oct 9, 2025 | 250 | SEC filing |
| Oct 9, 2025 | Initial | $3,104,669,623 | No comparison | 250 | SEC filing |
| Oct 15, 2024 | Amendment | $120,892,965 | -$788,803,243vs Jan 8, 2015 | 4 | SEC filing |
| Oct 11, 2023 | Amendment | $87,878,591 | -$821,817,617vs Jan 8, 2015 | 4 | SEC filing |
| Oct 13, 2022 | Amendment | $156,723,635 | -$752,972,573vs Jan 8, 2015 | 7 | SEC filing |
| Jan 9, 2017 | Amendment | $909,696,208 | $0vs Jan 8, 2016 | 54 | SEC filing |
| Jan 8, 2016 | Amendment | $909,696,208 | $0vs Jan 8, 2015 | 54 | SEC filing |
| Jan 8, 2015 | Initial | $909,696,208 | No comparison | 54 | SEC filing |
| Jan 6, 2014 | Amendment | $909,696,208 | -$58,844,332vs Jan 4, 2013 | 54 | SEC filing |
| Jan 4, 2013 | Amendment | $968,540,540 | -$43,609,874vs Jan 5, 2012 | 74 | SEC filing |
| Jan 5, 2012 | Amendment | $1,012,150,414 | -$68,568,493vs Aug 15, 2011 | 88 | SEC filing |
| Aug 15, 2011 | Amendment | $1,080,718,907 | -$142,572,696vs Oct 28, 2010 | 89 | SEC filing |
| Oct 28, 2010 | Amendment | $1,223,291,603 | -$130,893,950vs Mar 9, 2010 | 107 | SEC filing |
| May 14, 2010 | Amendment | $1,354,411,238 | $225,685vs Mar 9, 2010 | 120 | SEC filing |
| Mar 9, 2010 | Amendment | $1,354,185,553 | -$268,626,961vs Dec 11, 2009 | 127 | SEC filing |
| Dec 11, 2009 | Amendment | $1,622,812,514 | $1,408,741vs Nov 9, 2009 | 155 | SEC filing |
| Nov 9, 2009 | Amendment | $1,621,403,773 | $128,178,953vs May 12, 2009 | 160 | SEC filing |
| May 12, 2009 | Amendment | $1,493,224,820 | No comparison | Not reported | SEC filing |
| Mar 18, 2009 | Amendment | $1,342,844,357 | No comparison | Not reported | SEC 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
- 021-560358
Source: Form D, filed Oct 15, 2026. 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. LARGE CAP GROWTH FUND LLC
Investment adviser: INTECH INVESTMENT MANAGEMENT LLC
- Gross asset value
- $44.5M
- Beneficial owners
- 2
- ADV minimum commitment
- $5M
Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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 2043964 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-7677140790
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.
| Name | Reported 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 R. 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:West Palm Beach, FL, 33401