Form D · Other Investment Fund

InvestX Growth Equity V-US LP

New York, NY · CIK 0002105607

Offering snapshot reported Jul 22, 2026 · SEC filing

Reported sold
$17.5M
Indefinite offering
Investors reported
87
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Feb 13, 2026
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.73M$17.5MMar 25, 2026: $429,266.00Mar 25, 2026Apr 2, 2026: $1,261,382.00Apr 24, 2026: $3,611,382.00May 13, 2026: $4,311,382.00Jun 1, 2026: $5,011,382.00Jun 10, 2026: $6,461,382.00Jun 18, 2026: $9,231,382.00Jul 13, 2026: $10,181,382.00Jul 22, 2026: $17,466,113.00Jul 22, 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$10,181,382 → $17,466,113
  • Reported investors73 → 87

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 22, 2026Amendment$17,466,113$7,284,731vs Jul 13, 202687SEC filing
Jul 13, 2026Amendment$10,181,382$950,000vs Jun 18, 202673SEC filing
Jun 18, 2026Amendment$9,231,382$2,770,000vs Jun 10, 202664SEC filing
Jun 10, 2026Amendment$6,461,382$1,450,000vs Jun 1, 202647SEC filing
Jun 1, 2026Amendment$5,011,382$700,000vs May 13, 202636SEC filing
May 13, 2026Amendment$4,311,382$700,000vs Apr 24, 202631SEC filing
Apr 24, 2026Amendment$3,611,382$2,350,000vs Apr 2, 202625SEC filing
Apr 2, 2026Amendment$1,261,382$832,116vs Mar 25, 20268SEC filing
Mar 25, 2026Initial$429,266No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$841K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-577565
The issuer may require investors brought by a registered broker-dealer to pay up to 5.75% of the investor's commitment to such broker-dealer. In addition, the General Partner may receive up to a 20% carried interest.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Judson Harris Gee2453009Kingswood Capital Partners, LLC · CRD 288898
Michael Lyons7830008InvestX Markets LLC · CRD 148248
Alejandro Levy Schwed6202422InvestX Markets LLC · CRD 148248
Kalyan Kavili5511974Kingswood Capital Partners, LLC · CRD 288898
Han Gu6863727Kingswood Capital Partners, LLC · CRD 288898
Brian Michael Dixon4567985Kingswood Capital Partners, LLC · CRD 288898
Svitlana S. Kyrukhina4567985Kingswood Capital Partners, LLC · CRD 288898
Niklaus W. Pleisch5996673Kingswood Capital Partners, LLC · CRD 288898
Marcus A. New7235082InvestX Markets LLC · CRD 148248
Namhee Park6724895Kingswood Capital Partners, LLC · CRD 288898
Todd Joseph Meucci2801244Kingswood Capital Partners, LLC · CRD 288898
Paul Sangyop Lee5541067Kingswood Capital Partners, LLC · CRD 288898
Morris Gordon Nutt2891940Kingswood Capital Partners, LLC · CRD 288898
Albert Aaron Berg5640255Green Vista Capital, LLC · CRD 293630
Anthony Albert Nardi6316932Kingswood Capital Partners, LLC · CRD 288898
Daniel Bernard Savoie5696391InvestX Markets LLC · CRD 148248

Source: Form D, filed Jul 22, 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

INVESTX GROWTH EQUITY V-US LP

Investment adviser: INVESTX ASSET MANAGEMENT LLC

Gross asset value
$1.39M
Beneficial owners
9
ADV minimum commitment
$75K

Reported in Form ADV on Sep 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GREAT LAKES FUND SOLUTIONS, INC. LAKE VILLA, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST AND YOUNG LLP VANCOUVER, BRITISH COLUMBIA, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

ERNST AND YOUNG LLP
PCAOB 1263

Filing source

Form ADV 2132027 · Sep 10, 2026 · Schedule D 7.B.(1), fund 805-6641534165

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
Null Invest X Asset Management Llc Executive
Null Invest X Growth Equity V Us Gp Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
19 Fulton Street Suite 300
New York, NY, 10038