Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
INVESTX SERIES (OPN-U3), A SERIES OF INVESTX MASTER LLC See All Filings	D/A	2025-06-05 17:12:40 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Chunyan Yang, Kingswood Capital Partners, LLC, Marcus New, Justin Tompkins, Alejandro Levy Schwed, Alto Securities, LLC, B. Riley Wealth Management, Sterling C. Hirsch, and William O. Wright CIK Number 0002060120 Filed Document 0002060120-25-000004 Exclusions or Exemptions 506c Accepted Date 2025-06-05 17:12:40 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
INVESTX SERIES (OPN-U3), A SERIES OF INVESTX MASTER LLC See All Filings	D/A	2025-05-20 15:20:37 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Chunyan Yang, Kingswood Capital Partners, LLC, Marcus New, Justin Tompkins, Laura Bladek, Alto Securities, LLC, James E. Swinney, Peter J. Sarner, Christopher Russo, Sterling C. Hirsch, and Nicholas J. Harrison CIK Number 0002060120 Filed Document 0002060120-25-000003 Exclusions or Exemptions 506c Accepted Date 2025-05-20 15:20:37 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
INVESTX SERIES (OPN-U3), A SERIES OF INVESTX MASTER LLC See All Filings	D/A	2025-05-08 14:39:27 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Chunyan Yang CIK Number 0002060120 Filed Document 0002060120-25-000002 Exclusions or Exemptions 506c Accepted Date 2025-05-08 14:39:27 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
INVESTX SERIES (OPN-U3), A SERIES OF INVESTX MASTER LLC See All Filings	D	2025-04-11 16:45:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0002060120 Filed Document 0002060120-25-000001 Exclusions or Exemptions 506c Accepted Date 2025-04-11 16:45:00 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund