Capital Flow Monitor · Placement agents
Summit Trail Securities, Llc
Firm · None · CRD 285784
Real-estate raises
0
Lodging raises
0
All raises seen
5
Total offered
$0
Licensed / soliciting in: AL AZ CA CO CT DC DE FL GA HI ID IL
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-09-29 | Audax Senior Loan Fund I, L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-25 | Audax Senior Loan Fund I (Offshore), L.P. E9 | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-04-30 | Monarch Capital Partners VII LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-04-30 | Monarch Capital Partners CB VII LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-09-29 | Audax Senior Loan Fund I, L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |