Capital Flow Monitor · Placement agents
Lpl Financial Llc
Firm · LPL Financial LLC · CRD 6413
Real-estate raises
34
Lodging raises
0
All raises seen
68
Total offered
$14.62B
Licensed / soliciting in: AR AZ CA CO CT DE FL GA HI ID IL LA MA MD ME MI MN MO NC NE NH NJ NM NV NY OK OR PA SD TN TX UT WA WI WY
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-24 | Blackstone Infrastructure Strategies (TE) L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-07-24 | Blackstone Infrastructure Strategies L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-07-24 | Blackstone Private Equity Strategies Fund (TE) L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-07-24 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-07-02 | Exchange Place: All Cap III LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-30 | Belmere Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-23 | IRONWOOD INSTITUTIONAL LTD E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-23 | IRONWOOD INTERNATIONAL LTD E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-19 | FORTRESS CREDIT REALTY INCOME TRUST NY | REITS and Finance | 506(b) | — | — |
| 2026-05-12 | LOCORR FUTURES PORTFOLIO FUND L.P. MN | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-04-22 | HREX 8, DST TX | Other Real Estate | 506(b) | $145.3M | 100.0% |
| 2026-04-14 | JLLX Diversified 10, DST IL | Other Real Estate | 506(b) | $268.3M | 95.2% |
| 2026-03-20 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 100.0% |
| 2026-03-17 | IRONWOOD PARTNERS LP CA | Pooled Investment Fund / Hedge 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 | — | — | |
| 2026-03-09 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 92.5% |
| 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% |
| 2026-03-05 | Clearmont Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-02 | ADREX Diversified 9 DST CO | Other Real Estate | 506(b) | $436.7M | 100.0% |
| 2026-02-27 | ADREX Diversified 10 DST CO | Other Real Estate | 506(b) | $539.6M | 70.6% |
| 2026-02-13 | CF Chestnut Street Multifamily DST NY | Residential | 506(b) | $82.3M | 100.0% |
| 2026-02-12 | Nantucket Institutional Fund Cayman spc E9 | Pooled Investment Fund / Other Investment Fund | 506(b) | $5.0B | 1.3% |
| 2026-02-12 | Nantucket Fund L P MI | Pooled Investment Fund / Other Investment Fund | 506(b) | $5.0B | 4.9% |
| 2026-02-11 | PROPRIETARY CAPITAL MACRO SERIES FUND, LLC CO | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-30 | Eminence Partners, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-16 | Blackstone Private Equity Strategies Fund (TE) L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-01-16 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-01-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 80.7% |
| 2026-01-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 99.9% |
| 2025-12-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 70.8% |
| 2025-12-29 | Golub Capital Private Income Fund I NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-12-29 | FORTRESS CREDIT REALTY INCOME TRUST NY | REITS and Finance | 506(b) | — | — |
| 2025-12-22 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 66.5% |
| 2025-12-16 | Apollo Asset Backed Credit Co LLC NY | Other | 506(b) | — | — |
| 2025-12-12 | CENTRAL PARK GROUP LIGHTHOUSE GLOBAL LONG/SHORT FUND LLC NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-11-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 91.9% |
| 2025-11-06 | HREX 7, DST TX | Other Real Estate | 506(b) | $199.8M | 100.0% |
| 2025-11-06 | iCapital Third Point Fund, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-31 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 88.0% |
| 2025-10-20 | ADREX Diversified 8 DST CO | Other Real Estate | 506(b) | $395.2M | 100.0% |
| 2025-10-17 | Alkeon Growth PW Partners, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth RJ Partners, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth Offshore Fund, Ltd. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-10 | Blackstone Private Equity Strategies Fund (TE) L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-10-10 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-10-03 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 71.9% |
| 2025-10-02 | National Senior Living Portfolio DST IL | Residential | 506(b) | $149.0M | 100.0% |
| 2025-09-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 67.5% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-09-03 | Exchange Place: All Cap II LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-08-29 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 60.3% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-27 | Blue Owl Real Estate Net Lease Trust IL | REITS and Finance | 506(b) | — | — |
| 2025-08-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 49.8% |
| 2025-08-19 | HREX 6, DST TX | Residential | 506(b) | $246.5M | 100.0% |
| 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% |
| 2025-07-31 | CV QOZ Partners Series G, LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-07-30 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 34.5% |
| 2025-07-28 | JLLX Diversified 9, DST IL | Other Real Estate | 506(b) | $168.5M | 92.9% |
| 2025-07-16 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 27.3% |
| 2025-07-15 | Makena Perpetual Venture Capital Fund, L.P. CA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-07-11 | Blackstone Private Equity Strategies Fund (TE) L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-07-11 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-07-02 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 22.8% |