Capital Flow Monitor · Placement agents
Finalis Securities Llc
Firm · None · CRD 000305908
Real-estate raises
12
Lodging raises
0
All raises seen
56
Total offered
$1.06B
Licensed / soliciting in: AZ CA CO DE FL GA ID IL MI MN MT NJ NY OK OR PA RI TN TX UT VA WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-15 | JGB Partners L.P. CT | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-07-15 | JGB CAPITAL L.P. CT | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-07-01 | Apo Capital Latam Fund LLC DE | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-15 | WINSTON GROWTH FUND LIMITED PARTNERSHIP VA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-15 | WINSTON GLOBAL FUND LP VA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-15 | WINSTON GLOBAL FUND LTD D8 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-15 | WINSTON HEDGED EQUITY FUND LTD D8 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-09 | Grainfield Partners II, LLP IA | Other Real Estate | 506(c) | $25.0M | 11.2% |
| 2026-05-14 | ProximityParks USA-FFF, LP FL | Commercial | 506(b) | $120.0M | 1.3% |
| 2026-05-14 | PPUSA B Partners 2 LP FL | Commercial | 506(b) | $120.0M | 0.4% |
| 2026-05-14 | ProximityParks USA Founders Fund LP FL | Commercial | 506(b) | $120.0M | 21.0% |
| 2026-05-14 | Patriot Critical Minerals Corp. A1 | Other | 506(b) | $395K | 100.0% |
| 2026-05-14 | Dwight Mortgage Trust LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-05-07 | MVP Opportunity Fund VI LLC Series 26B NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-05-04 | Nexben Inc. MN | Other Technology | 506(b) | $28.2M | 85.5% |
| 2026-04-30 | Smith Medical Holdings Inc. FL | Other Health Care | 506(c) | $24.9M | 92.0% |
| 2026-04-24 | Rise Valley Heights Partners, LLC AZ | Residential | 506(b) | $17.1M | 75.4% |
| 2026-04-24 | PRF Fund II, LP FL | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-04-24 | SKK VENTURES QP, LLC MA | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-04-14 | SAFFRON TECHNOLOGIES PTE LTD U0 | Other Banking and Financial Services | 506(c) | $2.2M | 100.0% |
| 2026-04-13 | EJF Credit Opportunities Fund II LP VA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-04-06 | Madison Park Holdings, LLC CA | Other | 506(b) | $4.3M | 60.3% |
| 2026-04-06 | Seven Six Capital Equity (Offshore) Fund Ltd. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-30 | Rise Valley Heights Partners, LLC AZ | Residential | 506(b) | $17.1M | 73.6% |
| 2026-03-30 | Rise Valley Heights Partners, LLC AZ | Residential | 506(b) | $17.1M | 73.6% |
| 2026-03-24 | ATOMIC ELEVATOR, INC. MT | Other | 506(b) | $1.0M | 58.0% |
| 2026-03-23 | Diligence Performance Financials Fund I, LP UT | Pooled Investment Fund / Hedge Fund | 506(c) | — | — |
| 2026-03-20 | INCA Latin American Offshore Fund, Ltd. FL | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-20 | INCA Latin American Fund, LP FL | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-13 | OPUS FUND LLC NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-02-19 | BIRCH CREEK CREDIT VALUE FUND, LP PA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-02-03 | PRF Fund I, LP FL | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-29 | Otay Village 8 III Lender, LLC CA | Residential | 506(c) | $103.2M | 8.5% |
| 2026-01-22 | Orenda, Inc. NY | Other Energy | 506(b) | $17.6M | 57.4% |
| 2026-01-20 | GPIF 2100 McKinney Investors, LP TX | Pooled Investment Fund / Private Equity Fund | 506(b) | $29.7M | 50.5% |
| 2026-01-06 | Rise Avalon Partners, LLC AZ | Residential | 506(b) | $19.9M | 100.0% |
| 2025-12-19 | GP Invitation Fund IV, LP TX | Pooled Investment Fund / Private Equity Fund | 506(b) | $250.0M | 82.9% |
| 2025-12-05 | WINSTON GROWTH FUND LIMITED PARTNERSHIP VA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-12-05 | WINSTON GLOBAL FUND LP VA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-12-05 | WINSTON GLOBAL FUND LTD D8 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-12-05 | WINSTON HEDGED EQUITY FUND LTD D8 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-11-24 | Arkview Capital Fund I NT LP CT | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-11-21 | Rise North Carolina Portfolio Partners, LLC AZ | Residential | 506(b) | $19.5M | 97.8% |
| 2025-11-12 | GPIF Colonnade Office Partners, LP TX | Pooled Investment Fund / Private Equity Fund | 506(b) | $35.4M | 100.0% |
| 2025-10-31 | Convex Venture Fund, LP - Series 11 PR | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-28 | WindSail Climate Capital Fund II, L.P. MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-10-24 | AXV SPV II, LLC NC | Pooled Investment Fund / Venture Capital Fund | 506(b) | $10.0M | 0.0% |
| 2025-10-21 | Triple Impact Capital Fund II, L.P. PA | Pooled Investment Fund / Venture Capital Fund | 506(b) | $50.0M | 27.5% |
| 2025-09-26 | NewPoint Impact Fund I LP MD | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-09-24 | Encore SPV I LLC MT | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-08-27 | SROA Capital Fund IX, LP FL | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-08-27 | SROA Capital Fund IX (Parallel A), LP FL | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-08-20 | Rise Apollo Heights Partners, LLC AZ | Residential | 506(b) | $19.4M | 90.2% |
| 2025-08-07 | Scienture Holdings, Inc. NY | Pharmaceuticals | 506(b) | $3.0M | 57.2% |
| 2025-07-10 | MVP Opportunity Fund VI LLC Series 24E NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-07-03 | Apo Capital Latam Fund LLC DE | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |