Investx Asset Management LLC: new SEC registration, $207M AUM, New York, NY
Investx Asset Management LLC (New York, New York): new SEC registration, $207M AUM, New York, NY. Its amount of 207 is above the median of 135 (68th percentile). Dated 91 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 207 · 68th percentile of 1,225 NewRiaPulse records · 1.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 191 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Investx Asset Management LLC |
| Legal name | Investx Asset Management LLC |
| CRD | 321985 |
| Status | Approved |
| Registered with the SEC | 2026-08-06 |
| Latest Form ADV filing | 2026-09-10 |
| Location | New York, NY, United States |
| Regulatory AUM | $206,754,903 |
| Accounts | 17 |
| Employees | 18 |
| Website | http://www.investx.com/ |
| amount percentile | 68th of 1,225 (median 135, 1.5x median) |
| Peer records CSV (192 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-06
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Investx Asset Management LLC and 192 New York peers
- New York NewRiaPulse records like this one: 192
- Investx Asset Management LLC's amount: 68th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $38,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $207M under management.
- Website on file.
What is the NewRiaPulse record for Investx Asset Management LLC in New York, New York?
Investx Asset Management LLC received SEC registration as an investment adviser (2026-08-06) with $206,754,903 in regulatory assets under management, based in New York, NY.
How does Investx Asset Management LLC compare to other New York NewRiaPulse records?
Its amount of 207 sits in the upper half (68th percentile) of 1,225 records; the median is 135. It is 91 days old; check the official source for later updates before acting.
Investx Asset Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Investx Asset Management LLC | New York, NY | 207 | 68th | 2026-08-06 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.