Capital Flow Monitor · Placement agents
Glenn William Fiocca
Registered representative · Newbridge Securities Corporation · CRD 2566013
Real-estate raises
2
Lodging raises
0
All raises seen
9
Total offered
$350.0M
Licensed / soliciting in: AR CA CO CT DC DE FL GA IA ID IL IN MA MD NY PR SC SD TX WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-06 | InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-10-02 | Cottonwood Communities, Inc. UT | Residential | 506(b) | $200.0M | 83.4% |
| 2026-08-13 | InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-08-05 | InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-06-01 | InvestX Series (OPN-U5), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-05-11 | InvestX Series (OPN-U5), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-04-24 | InvestX Series (OPN-U5 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-04-24 | InvestX Series (OPN-U5), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-09-17 | Cottonwood Communities, Inc. UT | Residential | 506(b) | $150.0M | 66.6% |