Innovation
Innovation has filings with no usable date. The SEC copy is incomplete.
Unknown This firm has filings we cannot date.
- Funds on file
- 2
- Single-deal SPVs
- 10
- Capital raised
- $175M
- Latest close
- —
- Based in
- NY
Vehicles on file
| Vehicle | First close | Amount | Filings |
|---|---|---|---|
| Innovation X Holdings Series 2019-5 QP, LLC | — | $100M | 0001789306 ↗ |
| Innovation X Holdings Series 2019-4 QP, LLC | — | $75M | 0001789305 ↗ |
| Innovation X Holdings QP - Series 2018-6b | May 2019 | $4M | 0001777071 ↗ |
| Innovation X Holdings QP, LLC - Series 2019-1 | February 2019 | $50M | 0001767431 ↗ |
| Innovation X Holdings QP, LLC - Series 2018-1 | March 2018 | $38M | 0001734774 ↗ |
| Innovation X Holdings QP, LLC - Series 2018-2 | — | $75M | 0001739595 ↗ |
| Innovation X Holdings QP, LLC - Series 2018-3 | — | $10M | 0001739597 ↗ |
| Innovation X Holdings QP LLC - Series 2018-4 | — | $50M | 0001753975 ↗ |
| Innovation X Holdings QP, LLC - Series 2018-6 | — | $50M | 0001759776 ↗ |
| Innovation X Holdings QP, LLC - Series 2018-5 | — | $125M | 0001758231 ↗ |
| Innovation X Holdings QP, LLC - Series 2019-2 | — | $60M | 0001771314 ↗ |
| Innovation X Holdings QP, LLC - Series 2019-3 | — | $50M | 0001773639 ↗ |
Each row links to that vehicle’s Form D filings on EDGAR — the name, date and amount above should match what is filed there.
Named on filings
Michael Mullen, Roger Monteforte, Tom Kowalczyk
What Innovation invests in
- Typical fund
- $100M median, early stage, Series A-B scale
- Website
- brileywealth.com
Service providers
- Fund administrator
- Venture Back Office (3 funds); no administrator reported for 1 fund
- Auditor
- EisnerAmper (2 funds), Marcum (1 fund)
From Form ADV filed by INNOVATION X ADVISORS, LLC CRD 322292 ↗, latest filing March 2026, covering 4 funds linked to this firm by Form D file number. Form ADV is filed once a year, so a provider may have changed since. How this is matched.
What this is. Every figure on this page comes from Form D filings with the U.S. Securities and Exchange Commission — public records, reproduced here as filed. Service providers, where shown, come from the adviser’s Form ADV and are dated.
What it is not. Single-deal SPVs, feeder vehicles and GP or employee commitment funds are listed but excluded from fund counts and capital totals: an SPV is one investment, a feeder holds the same capital as its master, and a “Principals” or “Entrepreneurs” fund closes alongside a main fund rather than being raised in its own right. Capital deployed from a family office, a corporate balance sheet or an evergreen structure never arrives as a fund close, so a firm doing that looks quiet here. Amounts are as of the last amendment and go stale. Dates are the date of first sale — a fund's first close, not its final one. Funds filed as “Indefinite” are excluded from totals rather than counted as zero, so a total is a floor.
“No recent fund” is a statement about filings. It is not a statement about whether a firm is solvent, investing, or still in business.