Form D · Private Equity Fund

Innovation X Capital Partners, LLC

New York, NY · CIK 0001878409

Offering snapshot reported May 15, 2026 · SEC filing

Reported sold
$504M
Indefinite offering
Investors reported
1,934
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 26, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$252M$504MSep 7, 2021: $124,575,000.00Sep 7, 2021Sep 7, 2022: $455,829,495.00Sep 7, 2022May 15, 2026: $503,895,185.00May 15, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$455,829,495 → $503,895,185
  • Reported investors1,777 → 1,934

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2026Amendment$503,895,185$48,065,690vs Sep 7, 20221,934SEC filing
Sep 7, 2022Amendment$455,829,495$331,254,495vs Sep 7, 20211,777SEC filing
Sep 7, 2021Initial$124,575,000No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$14.8M
Finders' fees
$0
Form D file number
021-412494
Total Amount Sold represents binding commitments to fund investments of the Issuer and does not include non-binding subscriptions.
Sales Commissions represent placement fees paid to placement agents listed in Section 12 to date.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Ceros Financial Services, Inc.37869

Source: Form D, filed May 15, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

INNOVATION X CAPITAL PARTNERS LLC

Investment adviser: INNOVATION X ADVISORS, LLC

Gross asset value
$405M
Beneficial owners
52
ADV minimum commitment
$25K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator VENTURE BACK OFFICE, INC. CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Marketer CEROS FINANCIAL SERVICES, INC. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

EISNERAMPER LLP
PCAOB 274

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

CEROS FINANCIAL SERVICES, INC.
CRD 37869 · SEC 8-47955

Filing source

Form ADV 2087818 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9035783919

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Phillip Ahn Director
N/A B. Riley Capital Management, Llc Promoter
N/A B. Riley Innovation Management, Llc Executive
N/A B. Riley Innovation X Capital Management, Llc Executive
Robert Dean Director
Mark Goldwasser Director
Innovation X Advisors, Llc Promoter
N/A Innovation X Advisors, Llc Promoter
N/A Innovation X Capital Management, Llc Executive
Innovation X Capital Management, Llc Executive
Eugene Kim Director
Michael Markunas Director
Roger Monteforte Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
199 Water Street 21st Floor
New York, NY, 10038