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Adviser Profile

As of Date 09/10/2026
Registration SEC, Approved, 08/06/2026
Other registrations (2)
Former registrations

INVESTX ASSET MANAGEMENT LLC

ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 206,754,903
of that, discretionary 206,754,903
Number of Employees 18
of those in investment advisory functions 16
Private Fund GAV* 206,754,903
Avg Account Size 12,162,053
SMA’s No
Private Funds 19

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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