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Private equityFirmbuyoutlower middle market

Investx Asset Management LLC

Private Equity

New York, NY

InvestX is an asset manager providing investors and the wealth management industry with the ability to invest in pre-IPO companies in single and multi position funds.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:aa6e67ba-8095-48e9-82b4-10b5e1f9106f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 54
Dated events: 11
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
30 observations

Across DFX

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

Independent Sponsorsidentity

Investx Asset Management LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

INVESTX ASSET MANAGEMENT LLC

Registered adviser · shared crd

Facts

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

Funds: 10
PE funds: 10
Vintages: 2023 to 2024
PE GAV, 2024 filing: $31.9Mgross asset value on Form ADV; never dry powder
Investments: 38
Active investments: 38
Size band: LOWER MIDDLE MARKETderivedproxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Stated sectors: technology,financial_services,software
Latest ADV filing: Mar 28, 2024
Website: investxcapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Investx Series Opn-U1, a Series of Investx Master LLC	2024	Unknown	Private Equity Fund	n/a	$1.8M
Investx Series Spx-U2, a Series of Investx Master LLC	2024	Unknown	Private Equity Fund	n/a	$7.8M
Investx Series Dsd-U1, a Series of Investx Master LLC	2024	Unknown	Private Equity Fund	n/a	$92,357
Investx Series Tr-U1, a Series of Investx Master LLC	2024	Unknown	Private Equity Fund	n/a	$2.5M
Investx Growth Equity Iv-Us (qp) LP	2024	Unknown	Private Equity Fund	n/a	$1.4M
Investx Series Sn-U1, a Series of Investx Master LLC	2023	Unknown	Private Equity Fund	n/a	$576,727
Investx Series Lyten, a Series of Investx Master LLC	2023	Early deployment	Private Equity Fund	n/a	$3.9M
Investx Series 20-03, a Series of Investx Master LLC	2023	Early deployment	Private Equity Fund	n/a	$6.0M
Investx Series Dsf, a Series of Investx Master LLC	2023	Wound down	Private Equity Fund	n/a	$5.3M
Investx Growth Equity Iv-Us LP	n/a	Unknown	Private Equity Fund	n/a	$2.3M

Investments

Company	State	Role	Control	Invested	Exited	Status
23andme	n/a	unknown	unknown	n/a	n/a	active
Amprius	n/a	unknown	unknown	n/a	n/a	active
Axiom Space	n/a	unknown	unknown	n/a	n/a	active
Cart	n/a	unknown	unknown	n/a	n/a	active
Casper	n/a	unknown	unknown	n/a	n/a	active
Cross River	n/a	unknown	unknown	n/a	n/a	active
Dataminr	n/a	unknown	unknown	n/a	n/a	active
Datastax	n/a	unknown	unknown	n/a	n/a	active
Discord	n/a	unknown	unknown	n/a	n/a	active
Docusign	n/a	unknown	unknown	n/a	n/a	active
Dropbox	n/a	unknown	unknown	n/a	n/a	active
Epic Games	n/a	unknown	unknown	n/a	n/a	active
Getir	n/a	unknown	unknown	n/a	n/a	active
Gupshup	n/a	unknown	unknown	n/a	n/a	active
HootSuite	n/a	unknown	unknown	n/a	n/a	active
Impossiblefoods	n/a	unknown	unknown	n/a	n/a	active
Indigo Ag	n/a	unknown	unknown	n/a	n/a	active
Kraken	n/a	unknown	unknown	n/a	n/a	active
Lambda	n/a	unknown	unknown	n/a	n/a	active
Lyft	n/a	unknown	unknown	n/a	n/a	active
Patreon	n/a	unknown	unknown	n/a	n/a	active
Pinterest	n/a	unknown	unknown	n/a	n/a	active
Rappi	n/a	unknown	unknown	n/a	n/a	active
Scopelyexited	n/a	unknown	unknown	n/a	n/a	active
SnapCare	n/a	unknown	unknown	n/a	n/a	active
SoFi	n/a	unknown	unknown	n/a	n/a	active
Spacefy	n/a	unknown	unknown	n/a	n/a	active
Spotify	n/a	unknown	unknown	n/a	n/a	active
Turo	n/a	unknown	unknown	n/a	n/a	active
Uber	n/a	unknown	unknown	n/a	n/a	active

Relationships

Invested in (38)

→ DiscordCompanyunknown
factThe subject's own site
→ ScopelyexitedCompanyunknown
factThe subject's own site
→ SnapCareCompanyunknown
factThe subject's own site
→ SoFiCompanyunknown
factThe subject's own site
→ SpacefyCompanyunknown
factThe subject's own site
→ SpotifyCompanyunknown
factThe subject's own site
→ TuroCompanyunknown
factThe subject's own site
→ UberCompanyunknown
factThe subject's own site
→ UdacityCompanyunknown
factThe subject's own site
→ VaroCompanyunknown
factThe subject's own site
→ WeWorkCompanyunknown
factThe subject's own site
→ WizCompanyunknown
factThe subject's own site
→ InstacartCompanyunknown
factThe subject's own site
→ palantirCompanyunknown
factThe subject's own site
→ StripeCompanyunknown
factThe subject's own site
→ 23andmeCompanyunknown
factThe subject's own site
→ AmpriusCompanyunknown
factThe subject's own site
→ Axiom SpaceCompanyunknown
factThe subject's own site
→ CartCompanyunknown
factThe subject's own site
→ CasperCompanyunknown
factThe subject's own site
→ Cross RiverCompanyunknown
factThe subject's own site
→ DataminrCompanyunknown
factThe subject's own site
→ DatastaxCompanyunknown
factThe subject's own site
→ DropboxCompanyunknown
factThe subject's own site
→ Epic GamesCompanyunknown
factThe subject's own site
→ GetirCompanyunknown
factThe subject's own site
→ GupshupCompanyunknown
factThe subject's own site
→ HootSuiteCompanyunknown
factThe subject's own site
→ ImpossiblefoodsCompanyunknown
factThe subject's own site
→ Indigo AgCompanyunknown
factThe subject's own site
and 8 more

Firm member (1)

→ InvestxFirmadviser
factDFX's own graph

Employs (3)

→ Marcus a. NewPersonPresident
Feb 1, 2023 to presentfactForm ADV
→ Patrick Eugene BrakePersonPresident Cco
May 1, 2022 to Feb 24, 2023inferenceForm ADV
→ Jonathan Andrew ClarkPersonPresident
May 1, 2022 to Nov 30, 2022inferenceForm ADV

Manages (10)

→ Investx Series Dsf, a Series of Investx Master LLCFundPrivate Equity Fund
Feb 24, 2023 to presentfactForm ADV
→ Investx Series Dsd-U1, a Series of Investx Master LLCFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Investx Series Opn-U1, a Series of Investx Master LLCFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Investx Series Spx-U2, a Series of Investx Master LLCFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Investx Series Tr-U1, a Series of Investx Master LLCFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Investx Growth Equity Iv-Us (qp) LPFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Investx Growth Equity Iv-Us LPFundPrivate Equity Fund
May 18, 2022 to presentfactForm ADV
→ Investx Series Sn-U1, a Series of Investx Master LLCFundPrivate Equity Fund
Feb 24, 2023 to presentfactForm ADV
→ Investx Series Lyten, a Series of Investx Master LLCFundPrivate Equity Fund
Feb 24, 2023 to presentfactForm ADV
→ Investx Series 20-03, a Series of Investx Master LLCFundPrivate Equity Fund
Feb 24, 2023 to presentfactForm ADV

Owns (2)

← Investx Financial (united States) Inc.Firm100% Owner
May 1, 2022 to presentfactForm ADV
← Investx Capital Ltd.FirmOwner
Jul 1, 2014 to presentfactForm ADV

Dated events

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

Occurred
Feb 24, 2023
Person left
Patrick Eugene Brake (President Cco) no longer on Schedule A of Investx Asset Management LLC
Form ADVobserved 6 days ago
Occurred
Nov 30, 2022
Person left
Jonathan Andrew Clark (President) no longer on Schedule A of Investx Asset Management LLC
Form ADVobserved 6 days ago
Occurred
May 18, 2022
Adviser first adv filing
Investx Asset Management LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 6 days ago

Show 8 bookkeeping events

Occurred
Jun 30, 2026
Investx Asset Management LLC: Private Equity Funds on Form ADV 9 (2024 extract) -> 17 (roster 2026-09-01)
Occurred
Mar 28, 2024
Investx Series Tr-U1, a Series of Investx Master LLC first reported on Form ADV by Investx Asset Management LLC (Private Equity Fund), GAV $2,535,333
Occurred
Mar 28, 2024
Investx Growth Equity Iv-Us (qp) LP first reported on Form ADV by Investx Asset Management LLC (Private Equity Fund), GAV $1,449,212
Occurred
Mar 28, 2024
Investx Series Dsd-U1, a Series of Investx Master LLC first reported on Form ADV by Investx Asset Management LLC (Private Equity Fund), GAV $92,357
Occurred
Mar 28, 2024
Investx Series Opn-U1, a Series of Investx Master LLC first reported on Form ADV by Investx Asset Management LLC (Private Equity Fund), GAV $1,810,776
Occurred
Mar 28, 2024
Investx Series Spx-U2, a Series of Investx Master LLC first reported on Form ADV by Investx Asset Management LLC (Private Equity Fund), GAV $7,821,684
Occurred
Feb 24, 2023
Investx Series Sn-U1, a Series of Investx Master LLC first reported on Form ADV by Investx Asset Management LLC (Private Equity Fund), GAV $850,000
Occurred
May 18, 2022
Investx Growth Equity Iv-Us LP first reported on Form ADV by Investx Asset Management LLC (Private Equity Fund)

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), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Marcus a. New (President).

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:aa6e67ba-8095-48e9-82b4-10b5e1f9106f
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 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.

Investx Asset Management LLC

Private Equity

New York, NY

InvestX is an asset manager providing investors and the wealth management industry with the ability to invest in pre-IPO companies in single and multi position funds.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:aa6e67ba-8095-48e9-82b4-10b5e1f9106f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.