Investx Asset Management

Private Equity SEC-registered adviser

Legal name: Investx Asset Management LLC

New York, NY Website LinkedIn X

AUM

$206.8M
Regulatory AUM

Private funds

17
Private Equity 17

Private fund assets

$205.4M
Gross asset value

Employees

18

Last Form D raise

Aug 2026
Most recent fund filing

From SEC Form ADV filing (filed Sep 10, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

M
Trustee, The New Family Trust

Funds(17)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Investx Growth Equity V-Us (qp) LPPrivate Equity$3.0M$19.9M115Aug 2026Hot
Investx Growth Equity V-Us LPPrivate Equity$1.4M$17.5M87Jul 2026Hot
Investx Series (atr-U5), A Series of Investx Master LLCPrivate Equity$10.0M$9.7M94Mar 2026Warm
Investx Series (atr-U5 Qp), A Series of Investx Master LLCPrivate Equity$22.5M$20.6M78Feb 2026Warm
Investx Growth Equity Iv-Us LPPrivate Equity$14.0M$7.2M77Oct 2024Cold
Investx Growth Equity Iv-Us (qp) LPPrivate Equity$18.0M$9.0M36Aug 2024Cold
Investx Series (spx-U4), A Series of Investx Master LLCPrivate Equity$729K$225K2Jul 2024Cold
Investx Series (spx-U3), A Series of Investx Master LLCPrivate Equity$16.1M$4.4M47Jul 2024Cold
Investx Series (xai-U1), A Series of Investx Master LLCPrivate Equity$31.1M$3.4M17May 2024Cold
Investx Series (atr-U1), A Series of Investx Master LLCPrivate Equity$21.0M$2.5M21Apr 2024Cold
Investx Series Opn-U1, A Series of Investx Master LLCPrivate Equity$10.2M$2.5M5Jan 2024Cold
Investx Series Tr-U1, A Series of Investx Master LLCPrivate Equity$355K$1.6M15Nov 2023Cold
Investx Series Spx-U2, A Series of Investx Master LLCPrivate Equity$21.4M$8.7M77Sep 2023Cold
Investx Series Dsd-U1, A Series of Investx Master LLCPrivate Equity$65K$25K1Jul 2023Cold
Investx Series Sn-U1, A Series of Investx Master LLCPrivate Equity$519K$825K5Sep 2022Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
321985
SEC file number
801-136970

Sources