Capital Flow Monitor · Placement agents
Summit Trail Securities
Firm · None · CRD 285784
Real-estate raises
0
Lodging raises
0
All raises seen
2
Total offered
$0
Licensed / soliciting in: FL HI IA MA MD NV NY SC SD TX WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-30 | Belmere Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-05 | Clearmont Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |