Innovation X Advisors, LLC
● SEC registered since 2022CRD 322292SEC# 801-126051Rockville, MD
Ranks #1,423 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.52B
Fund GAV
$1.56B
Private funds
20
Employees
4
Accounts
19
Location
Rockville, MD
Innovation X Advisors, LLC assets under management
Innovation X Advisors, LLC is an SEC-registered investment adviser based in Rockville, MD. The firm has been registered since 2022. It reports $4.5 billion in regulatory assets under management and employs 4 people. Innovation X Advisors, LLC manages 20 private funds with combined gross assets of $1.6 billion, including Innovation X Capital Partners LLC. By regulatory assets, it ranks 1,423 of 6,004 private fund managers.
Innovation X Advisors, LLC private funds
20 funds · $1.56B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Innovation X Capital Partners LLC | Private Equity | $404.8M | $25K |
| Innovation X Capital Partners II LLC | Private Equity | $340.9M | $25K |
| Innovation X Holdings Series 2021-1 Qp, LLC | Private Equity | $228.8M | $100K |
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Join to unlock · $37/moInnovation X Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Lynnette Holland Control | Chief Compliance Officer | Under 5% | 2022 |
| Roger Alexander Monteforte Control | Member | Over 75% | 2022 |
Frequently asked questions
How much does Innovation X Advisors, LLC manage?
Innovation X Advisors, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Innovation X Advisors, LLC manage?
Innovation X Advisors, LLC manages 20 private funds with combined gross assets of $1.6 billion.
How many employees does Innovation X Advisors, LLC have?
Innovation X Advisors, LLC reports 4 employees.
Where is Innovation X Advisors, LLC located?
Innovation X Advisors, LLC is based in Rockville, MD and has been SEC-registered since 2022.
Does Innovation X Advisors, LLC disclose fund performance?
Innovation X Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1445 Research Blvd., Suite 530, Rockville, MD 20850 |
| Phone | 2402231988 |
| Office hours | 8:00 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.52B▲ 146%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,004 private-fund managers
Number of fundsTop 12%
More funds than 88% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$4.52Bregulatory AUM
Discretionary $4.52B
Fund type mix
Private Equity15
Real Estate3
Venture Capital2
Service providers
Auditor
Custodian
Administrator