Investx Asset Management LLC

Overview

Investx Asset Management LLC is a limited liability company organized to manage pooled private investment vehicles for institutional clients. The firm is registered with the SEC (registration noted in 2026) and is classified operationally as a private equity fund manager. Ownership is recorded as a mix of a domestic entity and an individual, and the firm is not designated as a capital allocator, pension consultant, or related adviser. Investx is not an active ESG investor and is not flagged as a multistate or newly formed adviser. The firm’s advisory focus centers on portfolio management for pooled investment vehicles. It also performs sponsor and general partner functions and can serve as the managing member of its funds. Affiliations listed include broker-dealer and other investment adviser relationships, consistent with a firm that structures and distributes private funds alongside operating as manager and sponsor. Fee arrangements combine percentage-of-AUM, fixed fees, and performance-based components, indicating a traditional private-equity style alignment of fees with fund performance.

Assets & Accounts

Investments & Alternatives