# INVESTX ASSET MANAGEMENT LLC

INVESTX ASSET MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 321985
- Type: SEC-registered investment adviser
- SEC file number: 801-136970
- Location: 88 PINE STREET, NEW YORK, NY, 10005
- Phone: 212-390-9270
- Latest filing: 2026-09-10
- Regulatory AUM: $206.8M
- Discretionary AUM: $206.8M
- Clients: 18
- Accounts: 17

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Clark E Andrew](https://search.stillhousedata.com/person/69797) | PRESIDENT | Tulsa, OK |
| [Marcus A New](https://search.stillhousedata.com/person/100533) | PRESIDENT; TRUSTEE | New York, NY |
| [Joel Craig Simon](https://search.stillhousedata.com/person/668635) | CHIEF COMPLIANCE OFFICER | — |
| [New Marcus A](https://search.stillhousedata.com/person/899983) | PRESIDENT; SHAREHOLDER | — |
| [BRAKE PATRICK EUGENE](https://search.stillhousedata.com/person/904044) | CCO; PRESIDENT CCO | — |
| [Marcus A. New](https://search.stillhousedata.com/person/1117473) | PRESIDENT; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321985/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321985/similar
- Related entities: https://search.stillhousedata.com/firm/321985/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321985

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.