Form D · Other Investment Fund

InvestX Series (LMD-U3), a Series of InvestX Master LLC

New York, NY · CIK 0002073707

Offering snapshot reported Nov 25, 2025 · SEC filing

Reported sold
$5.06M
Indefinite offering
Investors reported
59
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jun 20, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.53M$5.06MJul 3, 2025: $1,420,000.00Jul 3, 2025Jul 14, 2025: $3,245,000.00Aug 5, 2025: $3,940,000.00Aug 5, 2025Oct 9, 2025: $4,340,000.00Oct 9, 2025Nov 25, 2025: $5,055,500.00Nov 25, 2025

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$4,340,000 → $5,055,500
  • Reported investors50 → 59

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 25, 2025Amendment$5,055,500$715,500vs Oct 9, 202559SEC filing
Oct 9, 2025Amendment$4,340,000$400,000vs Aug 5, 202550SEC filing
Aug 5, 2025Amendment$3,940,000$695,000vs Jul 14, 202546SEC filing
Jul 14, 2025Amendment$3,245,000$1,825,000vs Jul 3, 202536SEC filing
Jul 3, 2025Initial$1,420,000No comparison16SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$165K (estimated)
Finders' fees
$0
Form D file number
021-550646
The Issuer may require investors brought by a registered broker-dealer to pay up to 4.5% of the Investor's capital contribution to such broker-dealer. In addition, selling agents may receive a carried interest of 5%.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Paul Lee5541067Kingswood Capital Partners, LLC · CRD 288898
Ashley Webb6609117Kingswood Capital Partners, LLC · CRD 288898
Kyle Klinger7092609Cabin Securities, Inc. · CRD 137608
Logan Cox6927720Cabin Securities, Inc. · CRD 137608
Namhee Park6724895Kingswood Capital Partners, LLC · CRD 288898
Han Gu6863727Kingswood Capital Partners, LLC · CRD 288898
Alejandro Levy Schwed6202422InvestX Markets LLC · CRD 148248
Krishna Chaitanya Grandi5511980Kingswood Capital Partners, LLC · CRD 288898
Anthony Nardi6316932Kingswood Capital Partners, LLC · CRD 288898
Brian Candler2802438Cabin Securities, Inc. · CRD 137608
Daniel Savoie5696391InvestX Markets LLC · CRD 148248
Laura Bladek7135901InvestX Markets LLC · CRD 148248
Marcus New7235082InvestX Markets LLC · CRD 148248
Michael Lyons7830008Investx Markets LLC · CRD 148248
Alto Securities, LLC318536

Source: Form D, filed Nov 25, 2025. 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 SERIES (LMD-U3), A SERIES OF INVESTX MASTER LLC

Investment adviser: INVESTX MASTER GP1 INC.

Gross asset value
$8.64M
Beneficial owners
61
ADV minimum commitment
$75K

Reported in Form ADV on Apr 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GREAT LAKES FUNDING SOLUTIONS, INC. LAKE VILLA, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2083999 · Apr 5, 2026 · Schedule D 7.B.(1), fund 805-5922469405

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 Great Lakes Fund Solutions, Inc. Executive
Null Invest X Markets Llc Promoter
Null Invest X Master Gp1 Inc. Director
Robert Mc Lamore Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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