Form D · Other Investment Fund
INVESTX SERIES (KW-OPN), A SERIES OF INVESTX MASTER LLC
New York, NY · CIK 0002009619
Offering snapshot reported Feb 8, 2024 · SEC filing
- Reported sold
- $2.3M Indefinite offering
- Investors reported
- 17 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jan 17, 2024 As reported in this filing
Fundraising history
Reported soldDates 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$2,000,000 → $2,300,000
- Reported investors15 → 17
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 8, 2024 | Amendment | $2,300,000 | $300,000vs Jan 30, 2024 | 17 | SEC filing |
| Jan 30, 2024 | Initial | $2,000,000 | No comparison | 15 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $207K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-503853
The Issuer may require investors brought by a registered broker-dealer to pay up to 3.0% of the investor's commitment to such dealer-broker and a 6.0% placement agent commission. 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 |
|---|---|---|
| null | None | Kingswood Capital Partners, LLC · CRD 288898 |
Source: Form D, filed Feb 8, 2024. 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:New York, NY, 10038