AltMountain

Innovation X Holdings, LLC

New York, NY · CIK 1663167
Status: no Form D since Jan 2017. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Innovation X Holdings, LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Jan 30, 2017, it has sold $11,388,288 of interests to 100 investors since its first sale in Feb 2016. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Roger Monteforte; Michael Mullen; David Levine.

Total raised
$11,388,288Cumulative sales reported on Form D
Investors
100
First sale
Feb 1, 2016
Minimum investment
None set
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Roger Monteforte; Michael Mullen; David Levine
Latest Form D
Jan 30, 2017

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Innovation X Holdings, LLC

What is the minimum investment for Innovation X Holdings, LLC?

Innovation X Holdings, LLC's latest Form D, filed Jan 30, 2017, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Innovation X Holdings, LLC?

Innovation X Holdings, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Innovation X Holdings, LLC raised?

Innovation X Holdings, LLC reports $11,388,288 sold from 100 investors on its Form D filed Jan 30, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Innovation X Holdings, LLC based?

Innovation X Holdings, LLC is based in New York, New York.

When did Innovation X Holdings, LLC launch?

Innovation X Holdings, LLC reports its first sale in Feb 2016.

Size compared with every private equity fund

Raised more than 59% of the 3,653 private equity funds based in New York, and more than 44% of all 8,842 that report sales.

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