Capital Flow Monitor · Sponsors · CIK 2112818
InvestX Series (ATR-U5), a Series of InvestX Master LLC
19 FULTON STREET, NEW YORK, NY, 10038 · 212-390-9270
Pooled Investment Fund / Other Investment Fund · Limited Liability Company· inc. DELAWARE true 2026
Fit score
—
Offering
—
Sold
$9.7M
% sold
—
Investors
94
Min investment
$15K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-03-25 | D/A ·current | 506(c) | — | $9.7M | — | 94 | EDGAR ↗ |
| 2026-02-26 | D | 506(c) | — | $8.6M | — | 82 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- null InvestX Asset Management LLC — Director, New York, NY
- null InvestX Markets LLC — Promoter, New York, NY
- null Great Lakes Fund Solutions, Inc. — Executive Officer, Lake Villa, IL
- Robert McLamore — Executive Officer, Lake Villa, IL
Placement agents
- Newbridge Securities Corporation · 5 RE raises
- Han Gu · 0 RE raises
- Namhee Park · 0 RE raises
- Paul Lee · 0 RE raises
- Alejandro Levy · 0 RE raises
- Peter J. Sarner · 0 RE raises
- Christopher Russo · 0 RE raises
- James Swinney · 0 RE raises
- Justin Tompkins · 0 RE raises
- Morris Nutt · 0 RE raises
- Brian Dixon · 0 RE raises
- Christopher S. Brown · 0 RE raises
- Matthew Thomas Nadeau · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.