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Innovation X Advisors LLC
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CRD # | 322292 |
SEC # | 801-126051 |
CIK # | |
AUM | $1.4 BB (2024-05-21) |
Employees | 4 (75% Investors, 100% Brokers) |
Phone | 240-223-1988 |
Address | 1445 Research Blvd Rockville, MD 20850 |
Source | [IAPD] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
VC | Allied Innovation Artificial Intelligence Fund LLC | 2024-05-21 | 2.9 | |
PE | Innovation X Capital Partners II LLC | [2024-05-21] | 340.9 | 340.9 |
RE | Innovation X Real Tech | 2024-05-21 | 21.4 | |
RE | Innovation X Real Tech Cayman LP | 2024-05-21 | 0.5 | |
PE | Innovation X Sunstone VI LLC | [2024-05-21] | 4.2 | 4.2 |
PE | Innovation X Sunstone VI QP LLC | [2024-05-21] | 6.1 | 6.1 |
RE | Innovation X TE LLC | 2024-05-21 | 3.5 | |
VC | Innovation X Venture Partners LLC | 2024-05-21 | 106.5 | |
PE | Innovation X Capital Partners LLC | [2022-03-31] | 455.8 | 404.8 |
PE | Innovation X Holdings Series 2020-4 QP LLC | [2021-08-03] | 276.8 | 98.9 |
View All |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 15 | 1,356.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 15 | 1,356.1 |
By Discretionary | ||
Discretionary | 15 | 1,356.1 |
Non-Discretionary | 0 | 0.0 |
Total | 15 | 1,356.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,356.1 | |
Total | 15 | 1,356.1 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Mark Goldwasser | 42 | |||
David Levine | 73 | |||
National Asset Management Inc | 56 | |||
Michael Mullen | 45 | |||
Roger Monteforte | 42 | |||
Tom Kowalczyk | 25 | |||
Innovation X Management LLC | 27 | |||
Glenn Worman | 9 | |||
Innovation X Advisors LLC | 9 | |||
Eugene Kim | 6 | |||
View All |
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