Form D · Other Investment Fund
INVESTX SERIES (KRKN-U1), A SERIES OF INVESTX MASTER LLC
New York, NY · CIK 0002059992
Offering snapshot reported Mar 25, 2025 · SEC filing
- Reported sold
- $50K Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Oct 31, 2024 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 25, 2025 | Initial | $50,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.25K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-542087
The Issuer may require investors brought by a registered broker-dealer to pay up to 4.5% of the investor's commitment to such dealer-broker. In addition, selling agents and referring firms may receive a carried interest of 5.0%.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| James Robert Lederer | 6866034 | Hedgebay Securities LLC · CRD 121136 |
Source: Form D, filed Mar 25, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Null Great Lakes Fund Solutions, Inc. | Executive |
| Null Invest X Asset Management Llc | Director |
| Null Invest X Markets Llc | Promoter |
| Robert Mc Lamore | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
19 Fulton Street Suite 300
New York, NY, 10038
New York, NY, 10038