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Innovation X Advisors, LLC

● SEC registered since 2022CRD 322292SEC# 801-126051Rockville, MD
Export (members)
Ranks #1,982 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.83B
Fund GAV
$1.56B
Private funds
20
Employees
4
Accounts
19
Location
Rockville, MD

Innovation X Advisors, LLC assets under management

Innovation X Advisors, LLC is an SEC-registered investment adviser based in Rockville, MD. The firm has been registered since 2022. It reports $1.8 billion in regulatory assets under management and employs 4 people. Innovation X Advisors, LLC manages 20 private funds with combined gross assets of $1.6 billion, including Innovation X Capital Partners LLC. By regulatory assets, it ranks 1,982 of 5,911 private fund managers.

Innovation X Advisors, LLC private funds

20 funds · $1.56B GAV
FundTypeGross assetsMin.
Innovation X Capital Partners LLCPrivate Equity$404.8M$25K
Innovation X Capital Partners II LLCPrivate Equity$340.9M$25K
Innovation X Holdings Series 2021-1 Qp, LLCPrivate Equity$228.8M$100K
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Innovation X Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Angela Lynnette Holland ControlChief Compliance OfficerUnder 5%2022
Roger Alexander Monteforte ControlMemberOver 75%2022

Frequently asked questions

How much does Innovation X Advisors, LLC manage?

Innovation X Advisors, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Innovation X Advisors, LLC manage?

Innovation X Advisors, LLC manages 20 private funds with combined gross assets of $1.6 billion.

How many employees does Innovation X Advisors, LLC have?

Innovation X Advisors, LLC reports 4 employees.

Where is Innovation X Advisors, LLC located?

Innovation X Advisors, LLC is based in Rockville, MD and has been SEC-registered since 2022.

Does Innovation X Advisors, LLC disclose fund performance?

Innovation X Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1445 Research Blvd., Suite 530, Rockville, MD 20850
Phone2402231988
Office hours8:00 - 5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.83B
Non-discretionary$0
Total (RAUM)$1.83B

Service providers