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Innovation X Advisors

Private Equity

Rockville, MD

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Search this name across graphsid dfx:pe:20f621ae-bcf1-486b-a6e9-640e31558022

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
On other graphs: 4
Observed: Sep 13, 2026 to Sep 13, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Innovation X Advisors

Venture manager · shared crd

Independent Sponsorsidentity

Innovation X Advisors

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

INNOVATION X ADVISORS

Registered adviser · shared crd

Real Estate Fundsidentity

Innovation X Advisors

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 15
PE funds: 15
Vintages: 2018 to 2024
PE GAV, 2024 filing: $1.4Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.4B
Investments: 0
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $1.43bn Private Equity Fund GAV on the Form ADV filed 2024-05-21
Latest ADV filing: May 21, 2024
Employees (ADV): 4

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Innovation X Capital Partners II LLC	2024	Unknown	Private Equity Fund	n/a	$341M
Innovation X Sunstone VI Qp LLC	2024	Unknown	Private Equity Fund	n/a	$6.1M
Innovation X Sunstone VI LLC	2024	Unknown	Private Equity Fund	n/a	$4.2M
Innovation X Holdings III LLC	2022	Unknown	Private Equity Fund	n/a	$2.0M
Innovation X Capital Partners, LLC	2022	Unknown	Private Equity Fund	n/a	$405M
Innovation X Qp LLC Series I Magic Leap	2022	Unknown	Private Equity Fund	n/a	$0
Innovation X Holdings IV, LLC	2022	Unknown	Private Equity Fund	n/a	$8.4M
Innovation X Holdings Series 2021-1 Qp, LLC	2021	Unknown	Private Equity Fund	n/a	$229M
Innovation X Holdings Series 2020-2 Qp, LLC	2020	Unknown	Private Equity Fund	n/a	$72.9M
Innovation X Holdings Series 2020-3 Qp, LLC	2020	Unknown	Private Equity Fund	n/a	$35.4M
Innovation X Holdings Series 2020-4 Qp, LLC	2020	Unknown	Private Equity Fund	n/a	$98.9M
Innovation X Holdings Qp, LLC Series 2019-2	2019	Unknown	Private Equity Fund	n/a	$23.2M
Innovation X Holdings Series 2019-4 Qp, LLC	2019	Unknown	Private Equity Fund	n/a	$95.3M
Innovation X Holdings Series 2019-6 Qp, LLC	2019	Unknown	Private Equity Fund	n/a	$74.2M
Innovation X Qp LLC Series 2018-3(space X)	2018	Unknown	Private Equity Fund	n/a	$33.1M

Relationships

Employs (3)

→ Roger Alexander MontefortePersonMember
Jun 1, 2022 to presentfactForm ADV
→ Angela Lynnette HollandPersonChief Compliance Officer
Jun 1, 2022 to presentfactForm ADV
→ Eugene Hyunwook KimPersonCoo
Jun 1, 2020 to Feb 16, 2024inferenceForm ADV

Manages (15)

→ Innovation X Holdings Series 2020-3 Qp, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Holdings Series 2020-4 Qp, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Capital Partners, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Holdings Series 2019-6 Qp, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Holdings Series 2019-4 Qp, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Holdings IV, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Holdings III LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Qp LLC Series I Magic LeapFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Holdings Series 2021-1 Qp, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Holdings Qp, LLC Series 2019-2FundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Qp LLC Series 2018-3(space X)FundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV
→ Innovation X Sunstone VI LLCFundPrivate Equity Fund
Apr 17, 2024 to presentfactForm ADV
→ Innovation X Sunstone VI Qp LLCFundPrivate Equity Fund
Apr 17, 2024 to presentfactForm ADV
→ Innovation X Capital Partners II LLCFundPrivate Equity Fund
Apr 17, 2024 to presentfactForm ADV
→ Innovation X Holdings Series 2020-2 Qp, LLCFundPrivate Equity Fund
Nov 3, 2022 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 16, 2024
Person left
Eugene Hyunwook Kim (Coo) no longer on Schedule A of Innovation X Advisors
Form ADVobserved 7 days ago
Occurred
Jun 8, 2022
Adviser first adv filing
Innovation X Advisors first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 3 bookkeeping events

Occurred
Apr 17, 2024
Innovation X Sunstone VI LLC first reported on Form ADV by Innovation X Advisors (Private Equity Fund), GAV $4,150,000
Occurred
Apr 17, 2024
Innovation X Sunstone VI Qp LLC first reported on Form ADV by Innovation X Advisors (Private Equity Fund), GAV $6,100,000
Occurred
Apr 17, 2024
Innovation X Capital Partners II LLC first reported on Form ADV by Innovation X Advisors (Private Equity Fund), GAV $340,927,440

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Roger Alexander Monteforte (Member), Angela Lynnette Holland (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:20f621ae-bcf1-486b-a6e9-640e31558022
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 7 days ago
Source families: Federal regulator filings
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.