Form D · Other Investment Fund

JANUS INSTITUTIONAL CONCENTRATED GROWTH PORTFOLIO

Denver, CO · CIK 0001073880

Offering snapshot reported Jan 9, 2017 · SEC filing

Reported sold: $33.4M
Investors reported: 7
Minimum accepted: $5M
First sale: Nov 2, 1998

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 9, 2017	Amendment	$33,388,945	$0vs Jan 8, 2016	7	SEC filing
Jan 8, 2016	Amendment	$33,388,945	$0vs Jan 8, 2015	7	SEC filing
Jan 8, 2015	Initial	$33,388,945	No comparison	7	SEC filing
Jan 6, 2014	Amendment	$33,388,945	-$17,024,799vs Jan 4, 2013	7	SEC filing
Jan 4, 2013	Amendment	$50,413,744	-$2,621,773vs Jan 4, 2012	8	SEC filing
Jan 4, 2012	Amendment	$53,035,517	-$5,026,757vs Sep 1, 2011	10	SEC filing
Sep 1, 2011	Amendment	$58,062,274	$1,555,677vs Oct 28, 2010	11	SEC filing
Oct 28, 2010	Amendment	$56,506,597	$746,449vs Mar 26, 2010	12	SEC filing
Mar 26, 2010	Amendment	$55,760,148	$0vs Mar 26, 2010	12	SEC filing
Mar 26, 2010	Amendment	$55,760,148	$1,818,406vs Dec 11, 2009	12	SEC filing
Dec 11, 2009	Amendment	$53,941,742	No comparison	12	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-231714

Source: Form D, filed Jan 9, 2017. 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

JANUS HENDERSON INSTITUTIONAL CONCENTRATED GROWTH PORTFOLIO

Investment adviser: JANUS HENDERSON INVESTORS US LLC

Gross asset value: $103M
Beneficial owners: 3
ADV minimum commitment: $5M

Reported in Form ADV on Jul 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator COMMUNITY BANK, NA, TRUSTEE DEWITT, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP DENVER, Colorado, United States

Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No

Marketer JANUS HENDERSON DISTRIBUTORS US LLC DENVER, Colorado, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

JANUS HENDERSON DISTRIBUTORS US LLC
CRD 28832 · SEC 8-43810

Filing source

Form ADV 2121338 · Jul 29, 2026 · Schedule D 7.B.(1), fund 805-7323197820

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
Name	Reported role
George Batejan	Executive
Todd Bitzer	Executive
Dan Charles	Executive
Gregory A. Frost	Executive
Heidi Hardin	Executive
Nancy Holden	Executive
Brennan Hughes	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:

151 Detroit St.
Denver, CO, 80206