Form D · Other Investment Fund
InvestX Series (OPN-U5), a Series of InvestX Master LLC
New York, NY · CIK 0002127034
Offering snapshot reported Jun 1, 2026 · SEC filing
- Reported sold
- $3.34M Indefinite offering
- Investors reported
- 32 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Apr 10, 2026 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$3,060,000 → $3,335,000
- Reported investors29 → 32
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 1, 2026 | Amendment | $3,335,000 | $275,000vs May 11, 2026 | 32 | SEC filing |
| May 11, 2026 | Amendment | $3,060,000 | $975,000vs Apr 24, 2026 | 29 | SEC filing |
| Apr 24, 2026 | Initial | $2,085,000 | No comparison | 19 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $135K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-581747
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 portion of the carried interest.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Namhee Park | 6724895 | Kingswood Capital Partners, LLC · CRD 288898 |
| Christopher Russo | 2744913 | B. Riley Wealth Management · CRD 2543 |
| Peter Cary Bodnar | 2627355 | Newbridge Securities Corporation · CRD 104065 |
| Glenn William Fiocca | 2566013 | Newbridge Securities Corporation · CRD 104065 |
| Scott Howard Goldstein | 1630008 | Newbridge Securities Corporation · CRD 104065 |
| Richard M. Benedetti | 4779697 | Newbridge Securities Corporation · CRD 104065 |
| Christopher Bradley Marston | 2642680 | Exemplar Capital, LLC · CRD 155786 |
| Sean Thomas Campbell | 4194223 | Exemplar Capital, LLC · CRD 155786 |
| Benjamin Robert Reed | 5677857 | D. Boral Capital · CRD 103792 |
| Brian Michael Dixon | 4567985 | Kingswood Capital Partners, LLC · CRD 288898 |
| Michael Lyons | 7830008 | InvestX Markets LLC · CRD 148248 |
| Christopher S. Brown | 5859612 | Kingswood Capital Partners, LLC · CRD 288898 |
Source: Form D, filed Jun 1, 2026. 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