Investx Asset Management Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 321985
· SEC file 801-136970
· New York, NY
· www.investx.com
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ADV data as of Jun 30, 2026
- Regulatory AUM
- $207M
- Discretionary
- $207M
- Clients
- 17
- Avg AUM / client
- $12.2M
- Accounts
- 17
- Employees
- 18
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $207M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗