FiledIssuerIndustrySold
Feb 2026Preservation Fund III, LLPAgents: ALBERT AARON BERGCommercial$1.5M
Jan 2026Little Kanawha Coal Opportunity Fund, L.P.Other Real Estate$13M
Jan 2026May Fork Coal Opportunity Fund, L.P.Other Real Estate$19M
Dec 2025Jack Rock Coal Opportunity Fund, L.P.Other Real Estate$36M
Dec 2025Chestnut Oak Ridge Coal Opportunity Fund, L.P.Other Real Estate$25M
Feb 2025Venu Income, LLCOther Real Estate-
Jan 2025Lick Fork Coal Opportunity Fund, L.P.Other Real Estate$20M
Jan 2025Hacker Valley Coal Opportunity Fund, L.P.Other Real Estate$16M
Dec 2024Skyles Creek Coal Opportunity Fund, L.P.Other Real Estate$21M
Dec 2024Mash Fork Coal Opportunity Fund, L.P.Other Real Estate$18M
Nov 2024Sand Run Creek Coal Opportunity Fund, L.P.Other Real Estate$8.4M
Sept 2024Tampa Multifamily OZ Encore LLCAgents: Larry Eugene GoffOther-
Sept 2024Notes CS I, DSTOther Real Estate-
Dec 2022Tug Fork Coal Opportunity Fund, L.P.Other Real Estate$12M
Nov 2022Big Sandy River Coal Opportunity Fund, L.P.Other Real Estate$13M
Nov 2022Greenbriar Creek Coal Opportunity Fund, L.P.Other Real Estate$16M
Jan 2022FH Investco Holdings, LLCOther Real Estate$3.7M
Dec 2021ROK Investco Holdings, LLCOther Real Estate$7.1M
Dec 2021WP Investco Holdings, LLCOther Real Estate$14M
Dec 2020MCP Investco Holdings, LLCOther Real Estate$15M
Dec 2020CC Investco Holdings, LLCOther Real Estate$5.1M
Dec 2020BP Investco Holdings, LLCOther Real Estate$12M
Dec 2020Boulder Investco Holdings, LLCOther Real Estate$5.1M
Aug 2020iCap Equity, LLCOther Real Estate-
Jul 2020RB Investco Holdings, LLCOther Real Estate$367k
Feb 2020LRP Investco Holdings, LLCOther Real Estate$13M
Feb 2020LNC Investco Holdings, LLCPooled Investment Fund$4.2M
Feb 2020SP Investco Holdings, LLCPooled Investment Fund$8.8M
Jan 2020Breakwater Investments, LLCPooled Investment Fund$13M
Jan 2020Legacy Land 2019 Real Estate Fund, LLCPooled Investment Fund$19M
Jul 2019Cf Investco Holdings, LLCOther Real Estate-
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
Jan 2019Millstone Creek, LLCAgents: Andrew MilesOther Real Estate$4.2M
Jan 2019Callaway Property, LLCAgents: Andrew Miles, Brad WhalenCommercial$4.5M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.