EFDID: 577734EFD: View Filing

Issuer: InvestX Series (LMD-U4), a Series of InvestX Master LLC (0002100599) - D

Accession: 0002100599-25-000001 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0002100599
  • Entity Name:
    InvestX Series (LMD-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:
    12/11/2025
  • First Sale Date:
    11/21/2025
  • Offering Amount:
    Indefinite
  • Amount Sold:
    $2,668,000
  • 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, DE, MA, MD, MI, NJ, NV, NY, PA, TN, TX, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Vincent Nelson 2275929 Cabin Securities, Inc. 137608 TX
Alejandro Levy 6202422 InvestX Markets LLC 148248 DE
Anna-Marie O'Lovell 5498414 Infinity Financial Services 144302 CA
Sterling Hirsch 4867105 Infinity Financial Services 144302 CA
Chunyan Yang 7079387 NI Advisors 132502 WA
Daniel Savoie 5696391 InvestX Markets LLC 148248 MA
Han Gu 6863727 Kingswood Capital Partners, LLC 288898 CA, FL
James E Swinney 5111350 B Riley Wealth Management 2543 NY, PA
Justin Tompkins 6319600 InvestX Markets LLC 148248 CA
Logan Cox 6927720 Cabin Securities, Inc. 137608 MD, TN, TX
Alto Securities, LLC 318536 None None CA, MI, TX
Paul Lee 5541067 Kingswood Capital Partners, LLC 288898 NJ, WA
Peter J Sarner 2561791 B Riley Wealth Management 2543 NV
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
InvestX Series (LMD-U4), a Series of InvestX Master LLC/s/ Marcus A. NewMarcus A. NewAuthorized Signor2025-12-11
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Feb. 09, 2026 577734: 0002100599-26-000001 InvestX Series (LMD-U4), a Series of InvestX Master LLC
Amount Sold: $3,018,000
D Dec. 11, 2025 577734: 0002100599-25-000001 InvestX Series (LMD-U4), a Series of InvestX Master LLC
Amount Sold: $2,668,000