Capital Flow Monitor · Placement agents

Newbridge Securities Corporation

Firm · None · CRD 104065

Real-estate raises

5

Lodging raises

0

All raises seen

17

Total offered

$2.4B

Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID MA MD MI MN MO NC NH NJ NY PA PR SD TX UT WA WI

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-07-17 MDS 2026-Shale Development, LP PA Oil and Gas 506(c) $200.0M 40.4%
2026-06-24 MDS 2026-Shale Development, LP PA Oil and Gas 506(c) $200.0M 19.6%
2026-05-14 Cue Biopharma, Inc. MA Biotechnology 506(b) $30.0M 100.0%
2026-03-25 InvestX Series (ATR-U5), a Series of InvestX Master LLC NY Pooled Investment Fund / Other Investment Fund 506(c)
2026-03-17 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 82.1%
2026-02-26 InvestX Series (ATR-U5 QP), 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)
2026-01-22 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 77.4%
2025-12-30 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 77.4%
2025-12-03 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 71.8%
2025-09-09 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 55.2%
2025-08-08 GSA CIS CAMP SPRINGS DST NH Other Real Estate 506(c) $295.0M 60.2%
2025-08-06 ExchangeRight Net-Leased Portfolio 66 DST CA Commercial 506(b) $63.8M 100.0%
2025-08-06 ExchangeRight Net-Leased Portfolio 64 DST CA Commercial 506(b) $53.3M 100.0%
2025-08-05 ExchangeRight Net-Leased All-Cash 6 DST CA Commercial 506(b) $23.3M 100.0%
2025-07-18 NLCA DG Investment Grade Portfolio 1 DST NH Other Real Estate 506(c) $36.0M 77.7%
2025-07-16 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 29.1%