Capital Flow Monitor · Placement agents
Private Client Services, Llc
Firm · None · CRD 120222
Real-estate raises
8
Lodging raises
0
All raises seen
15
Total offered
$1.17B
Licensed / soliciting in: CA KS MI WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-06 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 50.5% |
| 2026-09-14 | iCapital Renaissance IE Fund II, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-09-02 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 43.3% |
| 2026-08-21 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 41.5% |
| 2026-07-29 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 30.6% |
| 2026-07-08 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 26.0% |
| 2026-07-08 | Exchange Place (Equity Only): All Cap LP NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-25 | Hines 800 S Hover Multifamily LLC TX | Residential | 506(b) | $41.5M | 71.0% |
| 2026-06-02 | iCapital Multi-Strategy Fund, Ltd. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-02 | iCapital Multi-Strategy Fund, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-02-03 | iCapital Millennium Fund, Ltd. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-11-06 | HREX 7, DST TX | Other Real Estate | 506(b) | $199.8M | 100.0% |
| 2025-11-06 | iCapital Third Point Fund, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-20 | ADREX Diversified 8 DST CO | Other Real Estate | 506(b) | $395.2M | 100.0% |
| 2025-09-10 | iCapital Renaissance IE Fund II, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |