Innovation X Advisors, Llc
- Regulatory AUM
- $4.5B
- Discretionary
- $4.5B
- Clients
- 19
- Avg AUM / client
- $238M
- Accounts
- 19
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 19 | $4.5B | 100.0% |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Innovation X Capital Partners Llc | Private Equity Fund | Delaware | $405M | 52 |
| Innovation X Capital Partners Ii Llc | Private Equity Fund | Delaware | $341M | 1,306 |
| Innovation X Holdings Series 2021 1 Qp, Llc | Private Equity Fund | Delaware | $229M | 1,245 |
| Innovation X Venture Partners Llc | Venture Capital Fund | Delaware | $106M | 0 |
| Innovation X Holdings Series 2020 4 Qp, Llc | Private Equity Fund | Delaware | $98.9M | 83 |
| Innovation X Holdings Series 2019 4 Qp, Llc | Private Equity Fund | Delaware | $95.3M | 427 |
| Innovation X Holdings Series 2019 6 Qp, Llc | Private Equity Fund | Delaware | $74.2M | 293 |
| Innovation X Holdings Series 2020 2 Qp, Llc | Private Equity Fund | Delaware | $72.9M | 45 |
| Innovation X Holdings Series 2020 3 Qp, Llc | Private Equity Fund | Delaware | $35.4M | 392 |
| Innovation X Qp Llc Series 2018 3 (Space X) | Private Equity Fund | Delaware | $33.1M | 71 |
| Innovation X Holdings Qp, Llc Series 2019 5 | Private Equity Fund | Delaware | $23.2M | 364 |
| Innovation X Real Tech master | Real Estate Fund | Delaware | $21.4M | 166 |
| Innovation X Holdings Iv, Llc | Private Equity Fund | Delaware | $8.4M | 62 |
| Innovation X Sunstone Vi Qp Llc | Private Equity Fund | Delaware | $6.1M | 71 |
| Innovation X Sunstone Vi Llc | Private Equity Fund | Delaware | $4.2M | 70 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angela Williams Holland | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% | |
| Monteforte, Roger, Alexander | Member | Jun 2022 (4y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (20, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Innovation X Capital Partners Llc | Private Equity Fund | $405M | $25.0K | 52 |
| Innovation X Capital Partners Ii Llc | Private Equity Fund | $341M | $25.0K | 1,306 |
| Innovation X Holdings Series 2021 1 Qp, Llc | Private Equity Fund | $229M | $100K | 1,245 |
| Innovation X Venture Partners Llc | Venture Capital Fund | $106M | $25.0K | 0 |
| Innovation X Holdings Series 2020 4 Qp, Llc | Private Equity Fund | $98.9M | $100K | 83 |
| Innovation X Holdings Series 2019 4 Qp, Llc | Private Equity Fund | $95.3M | $25.0K | 427 |
| Innovation X Holdings Series 2019 6 Qp, Llc | Private Equity Fund | $74.2M | $25.0K | 293 |
| Innovation X Holdings Series 2020 2 Qp, Llc | Private Equity Fund | $72.9M | $25.0K | 45 |
| Innovation X Holdings Series 2020 3 Qp, Llc | Private Equity Fund | $35.4M | $25.0K | 392 |
| Innovation X Qp Llc Series 2018 3 (Space X) | Private Equity Fund | $33.1M | $25.0K | 71 |
| Innovation X Holdings Qp, Llc Series 2019 5 | Private Equity Fund | $23.2M | $25.0K | 364 |
| Innovation X Real Tech | Real Estate Fund | $21.4M | $25.0K | 166 |
| Innovation X Holdings Iv, Llc | Private Equity Fund | $8.4M | $25.0K | 62 |
| Innovation X Sunstone Vi Qp Llc | Private Equity Fund | $6.1M | $0 | 71 |
| Innovation X Sunstone Vi Llc | Private Equity Fund | $4.2M | $0 | 70 |
| Innovation X (Te) Llc | Real Estate Fund | $3.5M | $25.0K | 35 |
| Allied Innovation Artificial Intelligence Fund Llc | Venture Capital Fund | $2.9M | $25.0K | 0 |
| Innovation X Holdings Iii Llc | Private Equity Fund | $2.0M | $25.0K | 52 |
| Innovation X Real Tech (Cayman) Lp | Real Estate Fund | $460K | $25.0K | 2 |
| Innovation X Qp Llc Series I Magic Leap | Private Equity Fund | $0 | $25.0K | 168 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗