Form D · Other Investment Fund

InvestX Series (PROM-U1), a Series of InvestX Master LLC

New York, NY · CIK 0002146043

Offering snapshot reported Oct 6, 2026 · SEC filing

Reported sold
$8.71M
Indefinite offering
Investors reported
85
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Jul 17, 2026
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.36M$8.71MJul 28, 2026: $190,000.00Jul 28, 2026Aug 5, 2026: $1,065,000.00Aug 13, 2026: $3,691,200.00Aug 13, 2026Aug 31, 2026: $6,361,200.00Aug 31, 2026Oct 6, 2026: $8,711,200.00Oct 6, 2026

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$6,361,200 → $8,711,200
  • Reported investors61 → 85

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 6, 2026Amendment$8,711,200$2,350,000vs Aug 31, 202685SEC filing
Aug 31, 2026Amendment$6,361,200$2,670,000vs Aug 13, 202661SEC filing
Aug 13, 2026Amendment$3,691,200$2,626,200vs Aug 5, 202633SEC filing
Aug 5, 2026Amendment$1,065,000$875,000vs Jul 28, 202610SEC filing
Jul 28, 2026Initial$190,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$313K (estimated)
Finders' fees
$0
Form D file number
021-592331
The Issuer may require an investor brought by a registered broker-dealer to pay 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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RecipientCRDAssociated broker-dealer
Alejandro Levy Schwed6202422InvestX Markets LLC · CRD 148248
Christopher Russo2744913B. Riley Wealth Management · CRD 2543
Nicholas Joseph Harrison4509581B. Riley Wealth Management · CRD 2543
Zachary Eisner6964643B. Riley Wealth Management · CRD 2543
Han Gu6863727Kingswood Capital Partners, LLC · CRD 288898
Kalyan Kamal Kavili5511974Kingswood Capital Partners, LLC · CRD 288898
Kyle Lee Judd5124834Sunbelt Securities, Inc. · CRD 42180
Paul Sangyop Lee5541067Kingswood Capital Partners, LLC · CRD 288898
Judson Harris Gee2453009Kingswood Capital Partners, LLC · CRD 288898
Alto Securities, LLC318536
James Harold Reddish5184697Sunbelt Securities, Inc. · CRD 42180
Namhee Park6724895Kingswood Capital Partners, LLC · CRD 288898
Rikin Kaushik Patel4669036Emerson Equity LLC · CRD 130032

Source: Form D, filed Oct 6, 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.

People and organizations reported in Form D filings
NameReported 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:
88 Pine Street Suite 2430
New York, NY, 10005