Form D · Venture Capital Fund

InvestX Growth Equity V-US (QP) LP

New York, NY · CIK 0002105592

Offering snapshot reported Aug 31, 2026 · SEC filing

Reported sold
$19.9M
Indefinite offering
Investors reported
115
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 19, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.96M$19.9MJan 23, 2026: $250,000.00Jan 23, 2026Feb 9, 2026: $1,250,000.00Mar 25, 2026: $2,200,000.00Apr 24, 2026: $3,020,000.00Jun 1, 2026: $3,620,000.00Jun 10, 2026: $5,670,000.00Jun 18, 2026: $6,520,000.00Jun 29, 2026: $7,220,000.00Jul 13, 2026: $9,420,000.00Jul 22, 2026: $11,670,000.00Aug 5, 2026: $13,570,000.00Aug 14, 2026: $17,220,000.00Aug 31, 2026: $19,920,000.00Aug 31, 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$17,220,000 → $19,920,000
  • Reported investors99 → 115

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 31, 2026Amendment$19,920,000$2,700,000vs Aug 14, 2026115SEC filing
Aug 14, 2026Amendment$17,220,000$3,650,000vs Aug 5, 202699SEC filing
Aug 5, 2026Amendment$13,570,000$1,900,000vs Jul 22, 202687SEC filing
Jul 22, 2026Amendment$11,670,000$2,250,000vs Jul 13, 202679SEC filing
Jul 13, 2026Amendment$9,420,000$2,200,000vs Jun 29, 202663SEC filing
Jun 29, 2026Amendment$7,220,000$700,000vs Jun 18, 202649SEC filing
Jun 18, 2026Amendment$6,520,000$850,000vs Jun 10, 202644SEC filing
Jun 10, 2026Amendment$5,670,000$2,050,000vs Jun 1, 202637SEC filing
Jun 1, 2026Amendment$3,620,000$600,000vs Apr 24, 202620SEC filing
Apr 24, 2026Amendment$3,020,000$820,000vs Mar 25, 202617SEC filing
Mar 25, 2026Amendment$2,200,000$950,000vs Feb 9, 202611SEC filing
Feb 9, 2026Amendment$1,250,000$1,000,000vs Jan 23, 20266SEC filing
Jan 23, 2026Initial$250,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$177K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-570974
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
Marcus A. New7235082InvestX Markets LLC · CRD 148248
Michael Lyons7830008InvestX Markets LLC · CRD 148248
Daniel Savoie5696391InvestX Markets LLC · CRD 148248
Kalyan Kavili5511974Kingswood Capital Partners, LLC · CRD 288898
Donald Irving Kuhs Jr.726678Kingswood Capital Partners, LLC · CRD 288898
Brian Michael Dixon4567985Kingswood Capital Partners, LLC · CRD 288898
Anthony Albert Nardi6316932Kingswood Capital Partners, LLC · CRD 288898
Morris Gordon Nutt2891940Kingswood Capital Partners, LLC · CRD 288898
Judson Harris Gee2453009Kingswood Capital Partners, LLC · CRD 288898
James Harold Reddish5184697Sunbelt Securities, Inc. · CRD 42180
Richard Neil Chamberlain3121440Sunbelt Securities, Inc. · CRD 42180
Alto Securities, LLC318536

Source: Form D, filed Aug 31, 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 (QP) LP

Investment adviser: INVESTX ASSET MANAGEMENT LLC

Gross asset value
$2.97M
Beneficial owners
16
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 805-9078984786

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