Data / Investment advisers / New York / Investx Asset Management LLC
Investx Asset Management LLC, New York, NY: $207 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Investx Asset Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $207 million in regulatory assets under management in its Form ADV filed September 10, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 17 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 321985
- SEC file number
- 801-136970
- SEC status
- Approved, effective August 6, 2026
- Main office
- 88 Pine Street Suite 2430, New York, NY 10005
- Phone
- (212) 390-9270
- Website
- investx.com
- Regulatory AUM
- $206,754,903 in the Form ADV filed September 10, 2026
- Discretionary AUM
- $206,754,903
- Accounts
- 17
- Employees
- 18, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 17: 17 private equity funds
- Gross assets of private funds
- $206,754,903
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $206.8 million |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Long Point Capital, Inc | New York | $213.5 million | 7 | adviserinfo.sec.gov |
| Lone Peak Partners Management LP | New York | $210.4 million | 1 | adviserinfo.sec.gov |
| Phoenix Realty Group, LLC | New York | $208.5 million | 15 | adviserinfo.sec.gov |
| Wellspring Capital Management LLC | New York | $208.1 million | 8 | adviserinfo.sec.gov |
| Open Field Capital LLC | New York | $208.1 million | 10 | adviserinfo.sec.gov |
| Yieldpoint | New York | $206.2 million | 1 | adviserinfo.sec.gov |
| LC Vero Manager | New York | $205.6 million | 4 | adviserinfo.sec.gov |
| Trident Management LLC | New York | $205.1 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Investx Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.