Form D · Private Equity Fund

Innovation X Holdings Series 2020-2 QP, LLC

New York, NY · CIK 0001820464

Offering snapshot reported Aug 20, 2020 · SEC filing

Reported sold
$15M
Offering amount: $125M
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 5, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 20, 2020Initial$14,999,850No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$12.5M (estimated)
Finders' fees
$0
Form D file number
021-373680
Assumes maximum commissions earned.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
National Securities Corporation7569

Source: Form D, filed Aug 20, 2020. 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 HOLDINGS SERIES 2020-2 QP, LLC

Investment adviser: INNOVATION X ADVISORS, LLC

Gross asset value
$72.9M
Beneficial owners
45
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 SIGNATURE BANK NEW YORK, New York, United States Related to adviser: No
Marketer CEROS FINANCIAL SERVICES, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

EISNERAMPER LLP
PCAOB 274

SIGNATURE BANK
LEI 13-4149421

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

Filing source

Form ADV 2087818 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7466003331

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
Innovation X Management, Llc Executive
Tom Kowalczyk Executive
Roger Monteforte Executive
Michael Mullen Executive
National Asset Management, Inc. Executive
Glenn Worman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 Vesey Street, 25 Th Floor
New York, NY, 10281