EFDID: 569687EFD: View Filing

Issuer: InvestX Series (ATR-U4), a Series of InvestX Master LLC (0002087392) - D/A

Accession: 0002087392-25-000002 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0002087392
  • Entity Name:
    InvestX Series (ATR-U4), a Series of InvestX Master LLC
  • Entity Type:
    Limited Liability Company
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2025)
  • Address:
    19 FULTON STREET
    SUITE 300
    NEW YORK, NY 10038
  • Persons:
    Related Persons 4
    null InvestX Master GP1 Inc.
    Director 
    Manager of the Issuer
    null InvestX Markets LLC
    Promoter 
    Affiliate of Manager of the Issuer
    null Great Lakes Fund Solutions, Inc.
    Executive Officer 
    Administrative Manager of the Issuer
    Robert McLamore
    Executive Officer 
    Officer of the Administrative Manager of the Issuer
EDGAR: Offering Information
  • Accession Date:
    10/09/2025
  • First Sale Date:
    09/19/2025
  • Offering Amount:
    Indefinite
  • Amount Sold:
    $6,596,278
  • Exemptions:
    Section 3(c)(1) , Rule 506(c), Investment Company Act Section 3(c)
  • Security Type(s):
    Pooled Investment Fund
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:CA, CO, CT, IL, KS, MA, MD, MI, MN, NC, NE, NJ, NM, NV, NY, PA, TX, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Christopher Russo 2744913 B Riley Wealth Management 2543 NY, TX
George Karapistolis 4445637 B Riley Wealth Management 2543 NY
Logan Cox 6927720 Cabin Securities, Inc. 137608 FL, IL, NC, TX
Marcus New 72325082 InvestX Markets LLC 148248 MI
Nicholas Harrison 4509581 B Riley Wealth Management 2543 TX
Alto Securities, LLC 318536 None None CA, CO, CT, MA, NJ, NM, PA, TX
Peter J. Sarner 2561791 B Riley Wealth Management 2543 CA, CT, FL, MN, NE, NV, NJ, TX
Brian Candler 2802438 Cabin Securities, Inc. 137608 KS
Han Gu 6863727 Kingswood Capital Partners, LLC 288898 CA, WA
Namhee Park 6724895 Kingswood Capital Partners, LLC 288898 CA, NV
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
InvestX Series (ATR-U4), a Series of InvestX Master LLCMarcus NewMarcus A. NewAuthorized Signatory2025-10-02
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Oct. 09, 2025 569687: 0002087392-25-000002 InvestX Series (ATR-U4), a Series of InvestX Master LLC
Amount Sold: $6,596,278
D Sep. 26, 2025 569687: 0002087392-25-000001 InvestX Series (ATR-U4), a Series of InvestX Master LLC
Amount Sold: $4,867,278