Innovation X Advisors LLC

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Innovation X Advisors LLC ✚
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) Copy

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
PE	Innovation X Holdings Series 2021-1 QP LLC	[2021-08-03]		228.8 M
	Offered $250,000,000 · Filed 2021-02-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $250,000,000 · Duration More than one year · Commission $25,000,000 · Revenue Decline to Disclose
PE	Innovation X Holdings IV LLC	[2020-12-26]		8.4 M
	Offered $15,000,000 · Filed 2020-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $15,000,000 · Duration One year or less · Commission $1,500,000 · Revenue Decline to Disclose
PE	Innovation X Holdings Series 2019-4 QP LLC	[2020-12-26]		95.3 M
	Offered $75,000,000 · Filed 2019-10-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $75,000,000 · Duration One year or less · Commission $7,500,000 · Revenue Decline to Disclose
PE	Innovation X Holdings Series 2019-6 QP LLC	[2020-12-26]		74.2 M
	Offered $110,000,000 · Filed 2020-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $110,000,000 · Duration One year or less · Commission $11,000,000 · Revenue Decline to Disclose
PE	Innovation X Holdings Series 2020-2 QP LLC	[2020-12-26]	15.0 M	72.9 M
	Offered $125,000,000 · Filed 2020-08-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $110,000,150 · Duration One year or less · Commission $12,500,000 · Revenue Decline to Disclose
PE	Innovation X Holdings Series 2020-3 QP LLC	[2020-12-26]		35.4 M
	Offered $160,000,000 · Filed 2020-10-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $160,000,000 · Duration One year or less · Commission $16,000,000 · Revenue Decline to Disclose
PE	Innovation X Holdings III LLC	[2019-12-24]		2.0 M
	Offered $25,000,000 · Filed 2019-09-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $25,000,000 · Duration One year or less · Commission $2,500,000 · Revenue Decline to Disclose
PE	Innovation X Holdings QP LLC Series 2019-5	[2019-12-24]		23.2 M
	Offered $60,000,000 · Filed 2019-03-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $60,000,000 · Duration One year or less · Commission $4,200,000 · Revenue Decline to Disclose
PE	Innovation X QP LLC Series 2018-3 Space X	[2018-12-27]		33.1 M
	Offered $10,000,000 · Filed 2018-05-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $10,000,000 · Duration One year or less · Commission $1,000,000 · Revenue Decline to Disclose
PE	Innovation X QP LLC Series I Magic Leap	[2017-12-19]	1.4 M
	Filed 2017-02-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $2,500,000 · Revenue Decline to Disclose

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
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

Comparable Firms	State	AUM
Crescent Real Estate LLC ✚	TX	5,113.4 M
Rockbridge Capital LLC ✚	OH	5,007.0 M
Acre Manager LLC ✚	NY	4,658.6 M
MCR Fund Management LLC ✚	TX	4,582.5 M
Quilvest Capital Partners Management LLC ✚	NY	4,342.3 M
MAM Americas Inc ✚	NY	4,273.4 M
Bow River Asset Management LLC ✚	CO	4,195.1 M
Brentwood Private Equity LLC ✚	CA	3,972.0 M
HSBC Securities USA Inc ✚	NY	3,838.1 M
Harbor Group International LLC ✚	VA	3,787.6 M

Innovation X Advisors LLC

Assets, Funds, Holdings