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| Innovation X Advisors LLC
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|---|---|
| CRD # | 322292 |
| SEC # | 801-126051 |
| CIK # | |
| AUM | 4,516.5 M (2026-03-31) |
| Employees | 4 (75% Investors, 100% Brokers) |
| Phone | 240-223-1988 |
| Address | 1445 Research Blvd Rockville, MD 20850 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Allied Innovation Artificial Intelligence Fund LLC | 2024-05-21 | 2.9 M | |
| PE | Innovation X Capital Partners II LLC | [2024-05-21] | 555.4 M | 340.9 M |
| Filed 2025-04-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Commission $47,152,854 · Revenue Decline to Disclose | ||||
| RE | Innovation X Real Tech | 2024-05-21 | 21.4 M | |
| RE | Innovation X Real Tech Cayman LP | 2024-05-21 | 0.5 M | |
| PE | Innovation X Sunstone VI LLC | [2024-05-21] | 5.0 M | 4.2 M |
| Filed 2025-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Innovation X Sunstone VI QP LLC | [2024-05-21] | 8.1 M | 6.1 M |
| Filed 2025-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Innovation X TE LLC | 2024-05-21 | 3.5 M | |
| VC | Innovation X Venture Partners LLC | 2024-05-21 | 106.5 M | |
| PE | Innovation X Capital Partners LLC | [2022-03-31] | 455.8 M | 404.8 M |
| Filed 2022-09-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $10,040,000 · Revenue Decline to Disclose | ||||
| PE | Innovation X Holdings Series 2020-4 QP LLC | [2021-08-03] | 276.8 M | 98.9 M |
| Offered $300,000,000 · Filed 2021-10-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $23,250,000 · Duration One year or less · Commission $30,000,000 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 19 | 4.5 |
| (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 | 19 | 4.5 |
| By Discretionary | ||
| Discretionary | 19 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 19 | 4.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Goldwasser | Director, Executive Officer | 47 | 7 | |
| David Levine | Executive Officer | 73 | 5 | |
| National Asset Management Inc | Executive Officer | 56 | 5 | |
| Michael Mullen | Executive Officer | 45 | 5 | |
| Roger Monteforte | Director, Executive Officer | 45 | 5 | |
| Tom Kowalczyk | Executive Officer | 25 | 5 | |
| Innovation X Management LLC | Executive Officer | 27 | 4 | |
| Innovation X Advisors LLC | Promoter | 11 | 3 | |
| Glenn Worman | Executive Officer | 9 | 3 | |
| Eugene Kim | Director, Executive Officer | 6 | 3 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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