FiledIssuerIndustrySold
Sept 2025Mountain V 2025 Fund II, LPOil and Gas$650k
Jul 2025DealPoint Merrill Self-Storage Growth & Income Fund, LPCommercial$50k
May 2025TEP Fund 2024 LPPooled Investment Fund$150k
May 2025Lighthouse Life Capital, LLCInsurance-
Mar 2025Red Oak Income Opportunity Fund II, LLCOther Real Estate$2.1M
Jan 2025Trenton - Black River VII, LPOil and Gas-
Nov 2024Teitf Vancouver Fee Owner, LLCCommercial$9.0M
Oct 2024Trenton - Black River VII, LPOil and Gas-
Sept 2023PMG Legal, LLCPooled Investment Fund$850k
Aug 2023Trenton - Black River VI, LPOil and Gas-
Jul 2023Panther Plus Growth Fund II, LPPooled Investment Fund-
Jul 2023Panther Plus Growth (Tax Exempt) Feeder II, LPPooled Investment Fund-
Apr 2023Panther Plus Income (Tax Exempt) Feeder LPPooled Investment Fund$410k
Nov 2022Trenton - Black River V LPOil and Gas$3.2M
Jun 2022Red Oak Capital Properties, LLCOther Real Estate-
Jun 2022Oak Institutional Credit Solutions, LLCOther Real Estate-
Apr 2022Panther Plus Income Fund LPPooled Investment Fund-
Jul 2021RK AVLI at Crosstown Center DSTCommercial-
May 2021Red Oak Capital Holdings, LLCOther Real Estate$2.5M
Jan 2021Red Oak Capital Special Institutional Fund, LLCOther Real Estate-
Jul 2020Red Oak Income Opportunity Fund, LLCOther Real Estate-
Dec 2019Caprock Minerals, LLCOil and Gas$10M
Oct 2019RK Pointe at Prosperity Village DSTCommercial-
Oct 2019Biocurity Pharmaceuticals Inc.Agents: Nancy J. CassBiotechnology$15k
Sept 2019Archon Growth & Income - Residential LPResidential-
Jul 2019Pecos Ridge Properties, LLCOil and Gas$6.8M
Jun 2019RK Pointe at Lake Crabtree DSTCommercial-
May 2019Biocurity Pharmaceuticals Inc.Agents: NANCY J. CASSBiotechnology-
Apr 2019Sound West Oz Fund I, LPOther Real Estate$950k
Feb 2019Biocurity Pharmaceuticals Inc.Agents: NANCY J. CASSBiotechnology$50k
Dec 2018Biocurity Pharmaceuticals Inc.Agents: NANCY J. CASSBiotechnology-
Dec 2018White Pine Minerals, LLCOil and Gas$11M
Jun 2018Black Pine Minerals, LLCOil and Gas$4.4M
Feb 2018Biocurity Pharmaceuticals Inc.Agents: NANCY J. CASSBiotechnology-
Jan 2018Archon Capital Growth & Income LPResidential$1.7M
Nov 2017Biocurity Holdings, Inc.Agents: Nancy J. CassBiotechnology-
Jun 2017Biocurity Holdings, Inc.Agents: Nancy J. CassBiotechnology-
Jun 2017Geostellar Capital Fund II, LLCAgents: Nick DurenInvesting$624k
Feb 2017Biocurity Holdings, Inc.Agents: Nancy J. CassBiotechnology-
Sept 2016Biocurity Holdings, Inc.Agents: Nancy J. CassBiotechnology-
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.