Investx Asset Management LLC
CRD 321985SEC# 801-136970New York, NY
No longer SEC-registered. Investx Asset Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,075 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$206.8M
Fund GAV
$206.8M
Private funds
17
Employees
18
Accounts
17
Location
New York, NY
Investx Asset Management LLC assets under management
Investx Asset Management LLC is an investment advisory firm registered with the SEC based in New York, NY. It reports $206.8 million in regulatory assets under management and employs 18 people. Investx Asset Management LLC manages 17 private funds with combined gross assets of $206.8 million, including Investx Series (xai-U1), a Series of Investx Master LLC. By regulatory assets, it ranks 5,075 of 6,004 private fund managers.
Investx Asset Management LLC private funds
17 funds · $206.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Investx Series (xai-U1), a Series of Investx Master LLC | Private Equity | $31.1M | $75K |
| Investx Series 20-03, a Series of Investx Master LLC | Private Equity | $26.6M | $75K |
| Investx Series (atr-U5 Qp), a Series of Investx Master LLC | Private Equity | $22.5M | $75K |
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Join to unlock · $37/moInvestx Asset Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Investx Financial (united States) Inc. Control | Owner | Over 75% | 2022 |
| Joel Craig Simon Control | Chief Compliance Officer | Under 5% | 2025 |
| Marcus A. New Control | President | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Investx Asset Management LLC manage?
Investx Asset Management LLC reports $206.8 million in regulatory assets under management on its Form ADV.
How many private funds does Investx Asset Management LLC manage?
Investx Asset Management LLC manages 17 private funds with combined gross assets of $206.8 million.
How many employees does Investx Asset Management LLC have?
Investx Asset Management LLC reports 18 employees.
Where is Investx Asset Management LLC located?
Investx Asset Management LLC is based in New York, NY.
Does Investx Asset Management LLC disclose fund performance?
Investx Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19 Fulton Street, Suite 300, New York, NY 10038 |
| Office hours | 9-5 Et |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$206.8Mregulatory AUM
Discretionary $206.8M
Service providers
Auditor
Administrator