Capital Flow Monitor · Placement agents
Paul Lee
Registered representative · Kingswood Capital Partners, LLC · CRD 5541067
Real-estate raises
0
Lodging raises
0
All raises seen
16
Total offered
$600.0M
Licensed / soliciting in: CA NJ OH TX VA WA WV
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-09 | USEDC 2026 Drilling Fund 1 LP TX | Oil and Gas | 506(b) | $250.0M | 0.0% |
| 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) | — | — |
| 2026-02-09 | InvestX Series (LMD-U4), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-12-11 | InvestX Series (LMD-U4), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-11-25 | InvestX Series (LMD-U3), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-11-25 | InvestX Series (APP-U1), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-11-03 | InvestX Series (APP-U1), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-10-09 | InvestX Series (LMD-U3), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-10-09 | InvestX Series (APP-U1), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-09-26 | InvestX Series (APP-U1), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-09-03 | U.S. Energy Private Capital III LP TX | Oil and Gas | 506(c) | $100.0M | 0.2% |
| 2025-08-05 | InvestX Series (LMD-U3), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-07-29 | USEDC 2025 Drilling Fund 1 LP TX | Oil and Gas | 506(b) | $250.0M | 0.1% |
| 2025-07-14 | InvestX Series (LMD-U3), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-07-03 | InvestX Series (LMD-U3), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |