Capital Flow Monitor · Placement agents

Brean Capital, Llc

Firm · None · CRD 23723

Real-estate raises

0

Lodging raises

0

All raises seen

6

Total offered

$123.0M

Licensed / soliciting in: AL FL GA HI ID IL KS MN NJ NY OH TX VA WY

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-07-13 Fundworks, LLC UT Other Banking and Financial Services 506(b) $28.0M 100.0%
2026-06-03 Milestone Capital Partners, Inc. MI Other 506(b) $11.5M 100.0%
2026-04-07 Ballston Spa Bancorp, Inc. NY Commercial Banking 506(b) $26.0M 100.0%
2026-02-05 Fund Street Technologies LLC FL Other Banking and Financial Services 506(b) $45.5M 100.0%
2025-12-04 Tech Credit Union IN Other Banking and Financial Services 506(b) $4.0M 100.0%
2025-10-22 USF Federal Credit Union FL Other Banking and Financial Services 506(b) $8.0M 100.0%