Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Innovation X Advisors

Innovation X Advisors

Private equity with venture activity · probableRockville, MDSEC registered investment adviser

registered adviser; venture funds are 10% of 20 private funds

Importance
14
low
Active deployment
25
moderate
Emerging
0
low
Completeness
44
elevated
Freshness
97
high
Research priority
11
low
Identity and regulatory footprint
Headquarters
Rockville, MDadviserinfo.sec.gov
Office address
1445 RESEARCH BLVD., SUITE 530, Rockville, MD, 20850adviserinfo.sec.gov
Business phone
2402231988adviserinfo.sec.gov
Website
unknown
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
20 (2 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$4.5Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
4
business phone
2402231988adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Innovation X Venture Partners LLCFund2024 form d first saleFundraising$106M
May 21, 2024
0$600MMay 15, 2026
Allied Innovation Artificial Intelligence Fund LLCFund2024 form d first saleFundraising$2.9M
May 21, 2024
0$3.0MMay 15, 2026
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
2 current, 1 departed
Roger Alexander Monteforte
Member · since Jun 1, 2022
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Angela Lynnette Holland
Chief Compliance Officer · since Jun 1, 2022
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
1 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
4 dated events
  1. May 21, 2024
    Allied Innovation Artificial Intelligence Fund LLC first reported on Form ADV by Innovation X Advisors (Venture Capital Fund), GAV $2,855,000
    Fund first reported on Form ADVFundsFactAllied Innovation Artificial Intelligence Fund LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. May 21, 2024
    Innovation X Venture Partners LLC first reported on Form ADV by Innovation X Advisors (Venture Capital Fund), GAV $106,487,300
    Fund first reported on Form ADVFundsFactInnovation X Venture Partners LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Feb 16, 2024
    Eugene Hyunwook Kim (Coo) no longer on Schedule A of Innovation X Advisors
    Person leftPeopleInferenceEugene Hyunwook KimSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jun 8, 2022
    Innovation X Advisors first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 10% of 20 private funds
Evidence
37 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMay 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2022-06-08May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-05-21May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2022-07-12Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone2402231988Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone2402231988May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees4Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees4May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersRockville, MDMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersRockville, MDMay 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address1445 RESEARCH BLVD., SUITE 530, Rockville, MD, 20850Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address1445 RESEARCH BLVD., SUITE 530, Rockville, MD, 20850May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported15Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported20Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported20May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$1.6BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$1.6BMay 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$4.5BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$1.4BMay 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported2Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported2May 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)