Capital Flow Monitor · Placement agents
&partners
Firm · None · CRD 3767
Real-estate raises
3
Lodging raises
0
All raises seen
10
Total offered
$270.9M
Licensed / soliciting in: CA ID MI NY OH PA SC WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-08 | Exchange Place (Equity Only): All Cap LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-26 | Fidelity Exchange Fund, LP MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-04-17 | Carlyle Private Equity Partners Fund, L.P. DC | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-04-17 | CPEP Feeder, L.P. DC | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-03-11 | AIREX Portfolio 9 DST CO | Other Real Estate | 506(b) | $115.0M | 100.0% |
| 2025-12-18 | Airex Portfolio 8 DST CO | Other Real Estate | 506(b) | $117.6M | 100.0% |
| 2025-12-17 | Hines Diehl Road Multifamily LLC TX | Residential | 506(b) | $38.4M | 100.0% |
| 2025-09-30 | Carlyle Private Equity Partners Fund, L.P. DC | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-09-30 | CPEP Feeder, L.P. DC | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-09-03 | Exchange Place: All Cap II LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |