Investment adviser · CRD 310537

CAPITALX

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

CAPITALX, LLC

· Form ADV filed Mar 25, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SCALE.AI SECONDARY, LPVenture Capital Fund · Last reported Mar 25, 2026$3.17MGross asset value

Form D fundraising filings

Scale.AI Secondary, LP

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-1036781281
Reported beneficial owners
44
Minimum commitment
$10K
Form D file number
021-475064

Form ADV 2074415 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DRP 146, A SERIES OF SAX CAPITAL SERIES FUND III, LPVenture Capital Fund · Last reported Mar 25, 2026$540KGross asset value

Form D fundraising filings

DRP 146, a series of SAX Capital Series Fund III, LP

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-5399611462
Reported beneficial owners
98
Minimum commitment
$5K
Form D file number
021-423111

Form ADV 2074415 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITALX CART FUND I, A SERIES OF SAX CAPITAL SERIES FUND III, LPVenture Capital Fund · Last reported Mar 25, 2026$520KGross asset value

Form D fundraising filings

CapitalX CART Fund I,a series of SAX Capital Series Fund III, LP

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-3861172919
Reported beneficial owners
7
Minimum commitment
$2K
Form D file number
021-411295

Form ADV 2074415 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PPL 137, A SERIES OF SAX CAPITAL SERIES FUND III, LPVenture Capital Fund · Last reported Mar 25, 2026$452KGross asset value

Form D fundraising filings

PPL 137, a series of SAX Capital Series Fund III, LP

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-3131514032
Reported beneficial owners
85
Minimum commitment
$1K
Form D file number
021-412318

Form ADV 2074415 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

CRD 310537

Filing source

Form ADV 2074415 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.