Capital Flow Monitor · Placement agents
Peter Jeremy Sarner
Registered representative · B. Riley Wealth Management · CRD 2561791
Real-estate raises
0
Lodging raises
0
All raises seen
6
Total offered
$0
Licensed / soliciting in: CA CO CT FL MN NE NV NY TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-06 | InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-08-13 | InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-08-05 | InvestX Series (PROM-U1 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-06-29 | InvestX Series (SUNO-U1), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-06-01 | InvestX Series (SUNO-U1), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-04-24 | InvestX Series (OPN-U5 QP), a Series of InvestX Master LLC NY | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |