RIA Intelligence

INVESTX ASSET MANAGEMENT LLC

CRD #321985 SEC #802-125901 VANCOUVER, BRITISH COLUMBIA 844-246-4556
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Apr 3, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRAKE, PATRICK, EUGENEICCONA Control
BRAKE, PATRICK, EUGENEIPRESIDENT CCONA Control
CLARK, JONATHAN, ANDREWIPRESIDENTNA Control
New, Marcus, A.IPRESIDENTNA Control
INVESTX FINANCIAL (UNITED STATES) INC.DE100% OWNERE Control
INVESTX FINANCIAL (UNITED STATES) INC.DE100% OWNERE Control
INVESTX FINANCIAL (UNITED STATES) INC.DE100% OWNERE Control
INVESTX FINANCIAL (UNITED STATES) INC.DE100% OWNERE Control
INVESTX FINANCIAL (UNITED STATES) INC.DE100% OWNERE Control
INVESTX FINANCIAL (UNITED STATES) INC.DEOWNERE Control
New, Marcus, A.IPRESIDENTE Control
New, Marcus, A.IPRESIDENTE Control
New, Marcus, A.IPRESIDENTE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
INVESTX CAPITAL LTD.FEINVESTX FINANCIAL (UNITED STATES) INC.E Control
INVESTX CAPITAL LTD.FEINVESTX FINANCIAL (UNITED STATES) INC.E Control
INVESTX CAPITAL LTD.FEINVESTX FINANCIAL (UNITED STATES) INC.E Control
INVESTX CAPITAL LTD.FEINVESTX FINANCIAL (UNITED STATES) INC.E Control
INVESTX CAPITAL LTD.FEINVESTX FINANCIAL (UNITED STATES) INC.E Control
New, Marcus, A.IINVESTX CAPITAL LTD.D Control
New, Marcus, A.IINVESTX CAPITAL LTD.D Control
New, Marcus, A.IINVESTX CAPITAL LTD.D Control
New, Marcus, A.IINVESTX CAPITAL LTD.D Control
New, Marcus, A.IINVESTX CAPITAL LTD.D Control

Registrations

Federal

ERA
Apr 3, 2025 REGISTERED

Address

1055 WEST HASTINGS STREET
SUITE 1420
VANCOUVER, BRITISH COLUMBIA V6C 2E9
Canada
Phone: 844-246-4556