Capital Flow Monitor · Placement agents
Geneos Wealth Management, Inc.
Firm · None · CRD 120894
Real-estate raises
8
Lodging raises
0
All raises seen
14
Total offered
$972.4M
Licensed / soliciting in: DE FL ID MD ME NV NY OH OK SC SD TX WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-05-15 | CAMPBELL FUND TRUST MD | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2025-11-10 | Keyport Life Ins Co Separate Account Q MA | Other | 506(b) | — | — |
| 2025-11-10 | DELAWARE LIFE SEPARATE ACCOUNT S MA | Other | 506(b) | — | — |
| 2025-11-10 | DELAWARE LIFE SEPARATE ACCOUNT S MA | Other | 506(b) | — | — |
| 2025-11-10 | Keyport Life Ins Co Separate Account P MA | Other | 506(b) | — | — |
| 2025-11-06 | iCapital Third Point Fund, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 100.0% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |