Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

INVESTX MARKETS LLC
148248
MARCUS A. NEW
7235082
INVESTX MARKETS LLC
148248
MARCUS NEW
7235082
INVESTX MARKETS LLC
148248
MARCUS NEW
7235082
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2026-07-13
D/A
$434,125.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-07-13
D/A
$139,150.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-29
D/A
$84,525.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-18
D/A
$379,500.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-18
D/A
$78,775.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-10
D/A
$264,500.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-10
D/A
$78,775.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-01
D/A
$75,900.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-01
D/A
$215,625.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-05-13
D/A
$186,875.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-04-24
D/A
$75,900.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-03-25
D/A
$28,750.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-02-26
D
$928,108.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A PORTION OF THE CARRIED INTEREST.
2026-02-09
D/A
$14,375.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2025-11-25
D/A
$165,150.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-11-25
D/A
$199,575.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-11-03
D/A
$180,225.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-11-03
D/A
$449,725.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-10-21
D/A
$356,850.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-10-15
D
$218,250.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-10-09
D/A
$152,100.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-10-09
D/A
$155,025.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-09-26
D
$117,225.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-08-05
D/A
$302,135.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-07-25
D
$36,777.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-06-05
D/A
$344,031.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-05-20
D/A
$265,281.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-05-08
D/A
$283,685.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-04-03
D/A
$251,105.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-03-14
D
$150,663.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-03-13
D
$0.00
No
$57,825.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2025-03-06
D/A
$325,575.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2025-01-02
D/A
$0.00
No
$0.00
No
SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2025-01-02
D
$270,000.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-12-20
D/A
$46,125.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-12-20
D/A
$0.00
No
$0.00
No
SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-12-16
D
$31,500.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-12-16
D
$0.00
No
$0.00
No
SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-10-03
D/A
$292,813.00
Yes
$0.00
No
2024-08-30
D/A
$448,293.00
Yes
$0.00
No
2024-08-30
D/A
$262,625.00
Yes
$0.00
No
2024-07-03
D/A
$197,325.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-06-20
D/A
$332,375.00
Yes
$0.00
No
2024-05-17
D/A
$151,875.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-05-09
D
$113,875.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-05-06
D/A
$164,700.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2023-10-04
D/A
$111,687.00
Yes
$0.00
No
2023-10-04
D
$154,125.00
Yes
$0.00
No