Capital Flow Monitor · Placement agents
Arvest Wealth Management
Registered representative · None · CRD 42057
Real-estate raises
6
Lodging raises
0
All raises seen
8
Total offered
$549.1M
Licensed / soliciting in: AR OK
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-09 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 84.8% |
| 2026-07-02 | Exchange Place: All Cap III LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-11 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 75.7% |
| 2026-05-21 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 73.5% |
| 2026-04-30 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 62.8% |
| 2026-04-13 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 53.0% |
| 2026-03-25 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 48.9% |
| 2025-09-03 | Exchange Place: All Cap II LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |