Capital Flow Monitor · Placement agents
Morris Nutt
Registered representative · Kingswood Capital Partners, LLC · CRD 2891940
Real-estate raises
0
Lodging raises
0
All raises seen
4
Total offered
$250.0M
Licensed / soliciting in: AK AR AZ CT FL GA KS MS SC TN TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-03-25 | InvestX Series (ATR-U5), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-02-26 | InvestX Series (ATR-U5), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-08-05 | INVESTX SERIES (SPX-U5), A SERIES OF INVESTX MASTER LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-07-03 | USEDC 2025 Drilling Fund 1 LP TX | Oil and Gas | 506(b) | $250.0M | 0.1% |