0002146110-26-000003.txt : 20260813
0002146110-26-000003.hdr.sgml : 20260813
20260813132154
ACCESSION NUMBER: 0002146110-26-000003
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06c
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(7)
FILED AS OF DATE: 20260813
DATE AS OF CHANGE: 20260813
EFFECTIVENESS DATE: 20260813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC
CENTRAL INDEX KEY: 0002146110
ORGANIZATION NAME:
EIN: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-592333
FILM NUMBER: 261271992
BUSINESS ADDRESS:
STREET 1: 19 FULTON STREET
STREET 2: SUITE 300
CITY: NEW YORK
STATE: NY
ZIP: 10038
BUSINESS PHONE: 212-390-9270
MAIL ADDRESS:
STREET 1: 19 FULTON STREET
STREET 2: SUITE 300
CITY: NEW YORK
STATE: NY
ZIP: 10038
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0002146110
InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC
19 FULTON STREET
SUITE 300
NEW YORK
NY
NEW YORK
10038
212-390-9270
DELAWARE
None
None
Limited Liability Company
true
2026
null
InvestX Asset Management LLC
19 Fulton Street
Suite 300
New York
NY
NEW YORK
10038
Director
Manager of the Issuer
null
InvestX Markets LLC
19 Fulton Street
Suite 300
New York
NY
NEW YORK
10038
Promoter
Affiliate of the Manager of the Issuer
null
Great Lakes Fund Solutions, Inc.
500 Park Avenue
Suite 114
Lake Villa
IL
ILLINOIS
60046
Executive Officer
Administrative Manager of the Issuer
Robert
McLamore
c/o Great Lakes Fund Solutions, Inc.
500 Park Avenue, Suite 114
Lake Villa
IL
ILLINOIS
60046
Executive Officer
Officer of the Administrative Manager of the Issuer
Pooled Investment Fund
Other Investment Fund
false
Decline to Disclose
- 06c
- 3C
- 3C.7
true
0002146110-26-000002
2026-07-17
false
true
false
25000
Christopher Russo
2744913
B. Riley Wealth Management
2543
1400 Old Country Road
Suite 302A
Westbury
NY
NEW YORK
15590
TX
TEXAS
FL
FLORIDA
NY
NEW YORK
false
Nicholas Joseph Harrison
4509581
B. Riley Wealth Management
2543
1400 Old Country Road
Suite 302A
Westbury
NY
NEW YORK
15590
TX
TEXAS
FL
FLORIDA
false
Peter Jeremy Sarner
2561791
B. Riley Wealth Management
2543
40 South Main
Suite 1600
Memphis
TN
TENNESSEE
38103
CT
CONNECTICUT
MN
MINNESOTA
TX
TEXAS
NE
NEBRASKA
NY
NEW YORK
CO
COLORADO
false
Vincent Joseph D'albora
4822725
B. Riley Wealth Management
2543
10 Broad Street
Suite 203/303
Red Bank
NJ
NEW JERSEY
07701
PA
PENNSYLVANIA
FL
FLORIDA
MS
MISSISSIPPI
NY
NEW YORK
VA
VIRGINIA
false
George John Karapistolis
4445637
B.Riley Wealth Management
2543
1400 Old Country Road
Suite 302A
Westbury
NY
NEW YORK
15590
NY
NEW YORK
false
Jeffrey Lewis Eglow
1299960
Newbridge Securities Corporation
104065
1200 North Federal Highway
Suite 400
Boca Raton
FL
FLORIDA
33432
FL
FLORIDA
false
Robert J. Raab
832584
Newbridge Securities Corporation
104065
1200 North Federal Highway
Suite 400
Boca Raton
FL
FLORIDA
33432
WA
WASHINGTON
false
James Earl Williams
1631008
Newbridge Securities Corporation
104065
1200 North Federal Highway
Suite 400
Boca Raton
FL
FLORIDA
33432
TX
TEXAS
false
Glenn William Fiocca
2566013
Newbridge Securities Corporation
104065
6800 Jericho Turnpike
Suite 118E
Syosset
NY
NEW YORK
11791
SD
SOUTH DAKOTA
FL
FLORIDA
GA
GEORGIA
NY
NEW YORK
CO
COLORADO
false
Howard Gregg Yeager
2776310
Newbridge Securities Corp.
104065
1200 North Federal Highway
Suite 400
Boca Raton
FL
FLORIDA
33432
CA
CALIFORNIA
false
Indefinite
7725000
Indefinite
false
43
325125
true
0
The Issuer may require an investor brought by a registered broker-dealer to pay up to 4.5% of the investor's capital contribution to such broker-dealer. In addition, selling agents may receive a portion of the carried interest.
772500
true
Represents a 3.0% upfront management fee and a 5.0% one-time upfront setup fee paid to the Manager, plus a 2.0% services fee payable to InvestX Master LLC.
false
InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC
/s/ Marcus A. New
Marcus A. New
Authorized Signatory
2026-08-13