Form D · Other Investment Fund
InvestX Series (OPN-U5 QP), a Series of InvestX Master LLC
New York, NY · CIK 0002127035
Offering snapshot reported Apr 24, 2026 · SEC filing
- Reported sold
- $5.75M Indefinite offering
- Investors reported
- 25 Form D · investor count
- Minimum accepted
- $75K Reported outside-investor minimum
- First sale
- Apr 10, 2026 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 |
|---|---|---|---|---|---|
| Apr 24, 2026 | Initial | $5,750,000 | No comparison | 25 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $227K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-581746
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 |
|---|---|---|
| Jeffrey L. Eglow | 1299960 | Newbridge Securities Corporation · CRD 104065 |
| Howard Yeager | 2276310 | Newbridge Securities Corporation · CRD 104065 |
| Glenn William Fiocca | 2566013 | Newbridge Securities Corporation · CRD 104065 |
| Peter Cary Bodnar | 2627355 | Newbridge Securities Corporation · CRD 104065 |
| Scott Howard Goldstein | 1630008 | Newbridge Securities Corporation · CRD 104065 |
| Christopher Russo | 2744913 | B. Riley Wealth Management · CRD 2543 |
| Matthew Bruce Schechner | 2383117 | B. Riley Wealth Management · CRD 2543 |
| Peter Jeremy Sarner | 2561791 | B. Riley Wealth Management · CRD 2543 |
Source: Form D, filed Apr 24, 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:
19 Fulton Street Suite 300
New York, NY, 10038
New York, NY, 10038