Capital Flow Monitor · Placement agents
Kestra Investment Services, Llc
Firm · None · CRD 42046
Real-estate raises
9
Lodging raises
0
All raises seen
24
Total offered
$820.2M
Licensed / soliciting in: CA FL IL MN NC TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-05-15 | CAMPBELL FUND TRUST MD | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-30 | TALCOTT RESOLUTION LIFE INSURANCE CO ICMG SERIES IV CT | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-20 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 100.0% |
| 2026-03-20 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 100.0% |
| 2026-03-17 | Millburn Multi-Markets Fund L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-06 | P&A MULTI-SECTOR FUND, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-06 | P&A BALANCED FUND, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-06 | P&A DIVERSIFIED MANAGERS FUND L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-06 | P&A DIVERSIFIED MANAGERS FUND L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 99.9% |
| 2025-12-12 | CENTRAL PARK GROUP LIGHTHOUSE GLOBAL LONG/SHORT FUND LLC NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-12-01 | HNW PPVA Series Account - 1 IL | Insurance | 506(c) | — | — |
| 2025-11-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 91.9% |
| 2025-10-31 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 88.0% |
| 2025-10-03 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 71.9% |
| 2025-09-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 67.5% |
| 2025-09-03 | Exchange Place: All Cap II LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-08-27 | Blue Owl Real Estate Net Lease Trust IL | REITS and Finance | 506(b) | — | — |
| 2025-08-19 | HREX 6, DST TX | Residential | 506(b) | $246.5M | 100.0% |