Capital Flow Monitor · Placement agents

Richard M Benedetti

Registered representative · Newbridge Securities Corporation · CRD 4779697

Real-estate raises

1

Lodging raises

0

All raises seen

4

Total offered

$150.0M

Licensed / soliciting in: CA CO CT FL GA IA ID IL IN LA MI MN

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-06-01 InvestX Series (OPN-U5), a Series of InvestX Master LLC NY Pooled Investment Fund / Other Investment Fund 506(c)
2026-05-11 InvestX Series (OPN-U5), a Series of InvestX Master LLC NY Pooled Investment Fund / Other Investment Fund 506(c)
2026-04-24 InvestX Series (OPN-U5), a Series of InvestX Master LLC NY Pooled Investment Fund / Other Investment Fund 506(c)
2025-09-17 Cottonwood Communities, Inc. UT Residential 506(b) $150.0M 66.6%