Capital Flow Monitor · Placement agents
Stifel Nicolaus & Co., Inc.
Firm · None · CRD 793
Real-estate raises
7
Lodging raises
0
All raises seen
15
Total offered
$1.66B
Licensed / soliciting in: GA HI TN TX WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 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% |
| 2026-07-07 | Thayer Street Partners Opportunity Fund III-B, L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | $450.0M | 0.0% |
| 2026-07-07 | Thayer Street Partners Opportunity Fund III, L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | $450.0M | 0.0% |
| 2026-06-17 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 20.6% |
| 2026-06-04 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 17.3% |
| 2026-05-21 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 16.7% |
| 2026-05-15 | Copper State Credit Union AZ | Commercial Banking | 506(b) | $10.0M | 100.0% |
| 2026-05-12 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 15.4% |
| 2026-04-15 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 12.4% |
| 2026-04-13 | EJF Credit Opportunities Fund II LP VA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-02-24 | Harkness Capital Partners II LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-11-17 | Orangewood Partners III, L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-11-17 | Orangewood Partners III-A, L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-08-20 | Fundamental Partners V LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |