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| Happy Holidays!! thanks for using AUM13F!! |
| Innovation X Advisors LLC
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| CRD # | 322292 |
| SEC # | 801-126051 |
| CIK # | |
| AUM | $1.8 B (2025-03-25) |
| Employees | 4 (75% Investors, 100% Brokers) |
| Phone | 240-223-1988 |
| Address | 1445 Research Blvd Rockville, MD 20850 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Allied Innovation Artificial Intelligence Fund LLC | 2024-05-21 | 2.9 | |
| PE | Innovation X Capital Partners II LLC | [2024-05-21] | 555.4 | 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] | 5.0 | 4.2 |
| PE | Innovation X Sunstone VI QP LLC | [2024-05-21] | 8.1 | 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 ($M) |
|---|---|---|
| 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 | 1,832.8 |
| (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 | 1,832.8 |
| By Discretionary | ||
| Discretionary | 19 | 1,832.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 1,832.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,832.8 | |
| Total | 19 | 1,832.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mark Goldwasser | 43 | ||
| 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 | ||
| Innovation X Sunstone VI Manager LLC | 2 | ||
| Innovation X Capital Management II LLC | 1 |
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