Form D · Other Investment Fund

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

New York, NY · CIK 0002132372

Offering snapshot reported Jun 29, 2026 · SEC filing

Reported sold
$3.18M
Indefinite offering
Investors reported
28
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
May 1, 2026
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.59M$3.18MMay 18, 2026: $100,000.00May 18, 2026Jun 1, 2026: $2,385,000.00Jun 1, 2026Jun 29, 2026: $3,175,000.00Jun 29, 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$2,385,000 → $3,175,000
  • Reported investors19 → 28
  • Minimum accepted$50,000 → $20,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 29, 2026Amendment$3,175,000$790,000vs Jun 1, 202628SEC filing
Jun 1, 2026Amendment$2,385,000$2,285,000vs May 18, 202619SEC filing
May 18, 2026Initial$100,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$106K (estimated)
Finders' fees
$0
Form D file number
021-584380
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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RecipientCRDAssociated broker-dealer
Peter Jeremy Sarner2561791B. Riley Wealth Management · CRD 2543
Kalyan Kamal Kavili5511974Kingswood Capital Partners, LLC · CRD 288898
Han Gu6863727Kingswood Capital Partners, LLC · CRD 288898
Paul Sangyop Lee5541067Kingswood Capital Partners, LLC · CRD 288898

Source: Form D, filed Jun 29, 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:
19 Fulton Street Suite 300
New York, NY, 10038