INVESTX ASSET MANAGEMENT LLC

INVESTX ASSET MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 321985). Regulatory assets under management: $206.8M.

Registration

• CRD: 321985
• SEC file number: 801-136970
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321985 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search