INNOVATION X ADVISORS
Firm details
- Headquarters
- ROCKVILLE, Maryland
- CRD number
- 322292
- Registered since
- July 12, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Innovation X Advisors is a limited liability company registered with the SEC in 2022 that operates as a multi-strategy fund manager focused on pooled investment vehicles. The firm positions itself primarily on the alternatives side of the market: it manages private equity vehicles, venture capital vehicles and real estate funds and serves as sponsor/GP or managing member on pooled products. Its client focus is institutional investors and its fee model combines percentage-of-AUM charges with performance-based fees on applicable funds. The firm combines advisory activity for pooled vehicles with broker-dealer and insurance-broker capabilities, which suggests they both sponsor and help distribute or structure private offerings. Innovation X Advisors is not an active ESG investor according to available classifications and is not listed as a multi-state adviser; its operating footprint is relatively compact.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ANGELA HOLLAND
Chief Compliance OfficerCRD 3166586
ROGER MONTEFORTE
Chairman & CEOCRD 2620003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCKVILLE, MD
MONTGOMERY
Location
ROCKVILLE, MD
Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 1445 Research Blvd
- Time zone
- ET (UTC-5)
- Office locations
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