Innovation X Advisors LLC

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Assets, Funds, Holdings

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Innovation X Advisors LLC
CRD #322292
SEC #801-126051
CIK #
AUM $1.4 BB (2024-05-21)
Employees 4 (75% Investors, 100% Brokers)
Phone240-223-1988
Address1445 Research Blvd
Rockville, MD 20850
Source [IAPD]
Total AUM ($MM)
1400112084056028002009201420192025
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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