Investx Asset Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Marcus New
Owner & CEOCRD 7235082

Joel Simon
Chief Compliance OfficerCRD 3062973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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