Capital Flow Monitor · Placement agents
M Holdings Securities, Inc
Firm · M Holdings Securities Inc. · CRD 43285
Real-estate raises
1
Lodging raises
0
All raises seen
30
Total offered
$436.7M
Licensed / soliciting in: AK AR CA CT DC DE FL GA KY MA MI NC NJ NY OR PA SD TX VA VT WY
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-08-03 | BluePointe Insurance Dedicated Fund Series Interests of the SALI Multi-Series Fund, LP TX | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-04-10 | Axcelus Financial Life Insurance Co Separate Account VA 432 PA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-30 | Talcott Resolution Life Insurance Co Separate Account ICMG III-B CT | 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) | — | — |
| 2026-03-25 | BODLEIAN PARTNERS B, L.P. NJ | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-23 | Axcelus Financial Life Insurance Co Separate Account VL 493 PA | 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 | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-02 | ADREX Diversified 9 DST CO | Other Real Estate | 506(b) | $436.7M | 100.0% |
| 2026-01-30 | Axcelus Financial Life Insurance Co Separate Account VL 490 PA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-01-05 | Axcelus Financial Life Insurance Co Separate Account VA 427 PA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-12-01 | HNW PPVUL Series Account - 1 IL | Insurance | 506(c) | — | — |
| 2025-11-17 | United States Life Insurance Co in the City of New York NY | Insurance | 506(b) | — | — |
| 2025-11-12 | Delaware Life NY Separate Account L CT | Insurance | 506(b) | — | — |
| 2025-11-12 | Delaware Life NY Separate Account M CT | Insurance | 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) | — | — |
| 2025-09-02 | Axcelus Financial Life Insurance Co Separate Account VA 418 PA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-08-26 | Forester Insurance Fund Series Interests of the SALI Multi-Series Fund, LP TX | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-08-26 | Kore Insurance Fund Series Interests of the SALI Multi-Series Fund V, L.P. TX | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-08-26 | Ironwood Insurance Fund Series Interests of the SALI Multi-Series Fund, LP TX | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-08-26 | Alkeon Insurance Growth Fund Series Interests of the SALI Multi-Series Fund, L.P. TX | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-08-13 | SPF HedgeFocus Fund Ltd E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-07-07 | Axcelus Financial Life Insurance Co Separate Account VA 412 PA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-07-02 | Axcelus Financial Life Insurance Co Separate Account VA 405 PA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |