INNOVATION X ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$238M
Accounts
19
Employees
4
Advisory reps
2

Firm details

Headquarters
ROCKVILLE, Maryland
CRD number
322292
Registered since
July 12, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Innovation X Advisors is a limited liability company registered with the SEC in 2022 that operates as a multi-strategy fund manager focused on pooled investment vehicles. The firm positions itself primarily on the alternatives side of the market: it manages private equity vehicles, venture capital vehicles and real estate funds and serves as sponsor/GP or managing member on pooled products. Its client focus is institutional investors and its fee model combines percentage-of-AUM charges with performance-based fees on applicable funds. The firm combines advisory activity for pooled vehicles with broker-dealer and insurance-broker capabilities, which suggests they both sponsor and help distribute or structure private offerings. Innovation X Advisors is not an active ESG investor according to available classifications and is not listed as a multi-state adviser; its operating footprint is relatively compact.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANGELA HOLLAND

    Chief Compliance OfficerCRD 3166586

  • ROGER MONTEFORTE

    Chairman & CEOCRD 2620003

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCKVILLE, MD

MONTGOMERY

Location

ROCKVILLE, MD

Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
1445 Research Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth