Capital Flow Monitor · Placement agents
Preston Charlton
Registered representative · Wealthforge Securities, LLC · CRD 2135631
Real-estate raises
3
Lodging raises
0
All raises seen
3
Total offered
$138.5M
Licensed / soliciting in: SC
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-16 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 34.1% |
| 2026-04-27 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 24.7% |
| 2026-04-17 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 23.8% |