Investx Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

InvestX Asset Management LLC manages private pooled investment vehicles and series limited liability companies, commonly known as special purpose vehicles, that invest primarily in later-stage pre-IPO companies across sectors such as artificial intelligence, space, and robotics. The firm serves as a discretionary investment adviser to these private funds, acquiring positions through secondary transactions and co-investments alongside institutional investors. InvestX Asset Management LLC caters to accredited investors and qualified purchasers participating in private placement offerings. The firm operates with affiliates including an affiliated broker-dealer, InvestX Markets LLC, which may provide placement agent and financial advisory services to portfolio companies.

Assets Under Management$210M
Clients17
AdvisorsN/A
Avg. per Client$12M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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