Innovation X Advisors provides portfolio management for pooled vehicles. The firm advises 20 private funds.
Innovation X Advisors reports 19 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($4.52B across 19 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 19 | $4.52B | 100.0% | $238M |
| Total | 19 | $4.52B | 100% | $238M |
- Clients
- 19
- Regulatory AUM
- $4.52B
- AUM share
- 100.0%
- Avg. per client
- $238M
Total
- Clients
- 19
- Regulatory AUM
- $4.52B
- AUM share
- 100%
- Avg. per client
- $238M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 20
Innovation X Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Roger Monteforte owns 75% or more of Innovation X Advisors. The leadership team of Innovation X Advisors includes Chief Compliance Officer Angela Holland. It has 4 employees, 3 of them in advisory roles.
Leadership
- Angela HollandChief Compliance Officer
- Roger MonteforteMember
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- 4 broker-dealer reps
- Owns 75% or more of Innovation X Advisors, LLC
Roger Monteforte
Control person · since June 2022
Innovation X Advisors’ regulatory assets grew Infinity× from $0 (June 2022) to $4.52B (March 2026); employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $4.52B | 19 | 4 | 2 |
| March 2025 | $1.83B | 19 | 4 | 2 |
| May 2024 | $1.36B | 15 | 4 | 2 |
| March 2023 | $1.17B | 13 | 4 | 2 |
| June 2022 | $0 | 0 | 4 | 2 |
Besides its headquarters, Innovation X Advisors has 1 office, with 2 listed addresses in Maryland and New York.
Maryland · 1 listed address
- 1445 Research BLVD., Suite 530, RockvilleHQ
New York · 1 listed address
- 80 Broad Street, New York
Contact and registration details
- Legal name
- Innovation X Advisors, LLC
- Headquarters
- 1445 Research BLVD., Suite 530, Rockville, MD 20850
- Website
- innovationxadvisors.com
- Phone
- 240-223-1988
- SEC file
- 801-126051
- Structure
- Delaware LLC
- Fiscal year end
- December
Innovation X Advisors does not have custody of client assets.
How many clients does Innovation X Advisors have?
Innovation X Advisors has 19 clients and manages $4.52 billion for them, as of March 2026. They include 19 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Innovation X Advisors offer?
Innovation X Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Innovation X Advisors have?
Innovation X Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Innovation X Advisors?
Innovation X Advisors’ direct owner is Roger Monteforte (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Innovation X Advisors get paid?
Innovation X Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Innovation X Advisors registered with the SEC?
Yes, Innovation X Advisors has been registered with the SEC as an investment adviser since 12 July 2022. Its CRD number is 322292 and its SEC file number is 801-126051.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Innovation X Advisors?
Innovation X Advisors’ main office is at 1445 Research BLVD., Suite 530, Rockville, MD 20850. Its phone number is 240-223-1988. Its website is innovationxadvisors.com.