Investx Asset Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$207M
Discretionary
$207M
100% of AUM
Avg account
$12.2M
Accounts
17
Employees
18
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
321985
Registered since
August 6, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Investx Asset Management LLC is organized as an LLC and operates as a manager of pooled private equity vehicles for institutional clients. The firm’s regulatory profile lists it as a private equity fund adviser and it provides portfolio management specifically for pooled investment vehicles. Investx serves institutional investors rather than retail households and operates under a mix of fee arrangements that include asset‑based fees, fixed fees, and performance‑linked compensation. The firm also serves as sponsor/GP/managing member for its pooled vehicles and maintains broker‑dealer and other adviser affiliations. Investx is not positioned as a capital allocator to third‑party managers and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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
  • Marcus New

    Marcus New

    Owner & CEOCRD 7235082

  • Joel Simon

    Joel Simon

    Chief Compliance OfficerCRD 3062973

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
19 Fulton St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth