Fundraisers / Kingswood Capital Partners LLC
FundraiserRegistered broker-dealer
Kingswood Capital Partners LLC
FINRA 288898 · placing rounds since Aug 2018
3company rounds placed
0in the last two years, last Sept 2019
$400ksold in the rounds they placed
1176.7%typical commission; the median firm takes 4.9%
Named on 60 Form D filings as paid to sell the offering: 3 for operating companies, 36 for funds, 21 for real estate. 23 registered agents named.
How big the rounds are
- Under $1M2
- $1M to $5M0
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
CA2NJ1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026Mannsion SX LLC,Pooled Investment Fund$6.0M
Mar 2026Overlook X1 LP Series A1bPooled Investment Fund$15M
Feb 2026InvestX Series (ATR-U5 QP), a Series of InvestX Master LLCAgents: Han GuPooled Investment Fund$21M
Feb 2026InvestX Series (ATR-U5), a Series of InvestX Master LLCAgents: Brian Dixon, Han Gu, Morris NuttPooled Investment Fund$8.6M
Jan 2026Diana Coal Investments, LLCOther Real Estate$17M
Dec 2025InvestX Series (LMD-U4), a Series of InvestX Master LLCAgents: Han Gu, Paul LeePooled Investment Fund$2.7M
Oct 2025InvestX Series (SPX-U6), a Series of InvestX Master LLCAgents: Paul SterzingerPooled Investment Fund$1.3M
Oct 2025Sovereign Fund V, LLCCommercial$5.8M
Oct 2025Sovereign Fund V Blocker, LLCCommercial$5.7M
Sept 2025InvestX Series (APP-U1), a Series of InvestX Master LLCAgents: Morris Nut, Paul LeePooled Investment Fund$3.2M
Jul 2025InvestX Series (LMD-U3), a Series of InvestX Master LLCAgents: Ashley Webb, Namhee Park, Paul LeePooled Investment Fund$1.4M
Apr 2025Investx Series (Lmd-U2), A Series Of Investx Master LLCAgents: Kalyan Kavili, Morris Nutt, Svitlana S. KyrukhinaPooled Investment Fund$1.4M
Mar 2025Investx Series (Spx-U5), A Series Of Investx Master LLCAgents: Han Gu, Jason Ferneau, John GoodsonPooled Investment Fund$3.3M
Apr 2024ExchangeRight Income FundCommercial-
Apr 2024Investx Series (Spx-U3), A Series Of Investx Master LLCAgents: Daniel M. King, Gary Glenn Garcia II, Han GuPooled Investment Fund$2.5M
Feb 2024Investx Series (Atr-U1), A Series Of Investx Master LLCAgents: Kalyan Kamal KaviliPooled Investment Fund$500k
Jan 2024Investx Series (Kw-Opn), A Series Of Investx Master LLCPooled Investment Fund$2.0M
Oct 2023InvestX Growth Equity IV-US (QP) LPAgents: Bill Young, Debinder DeshmukhPooled Investment Fund$3.3M
Sept 2023Schechter Private Capital Fund I, LLC - Series KKPooled Investment Fund$5.3M
Jun 2023Schechter Private Capital Fund I, LLC - Series IIPooled Investment Fund$4.9M
May 2023Sovereign Fund IV Blocker, LLCCommercial-
May 2023Sovereign Fund IV, LLCCommercial-
May 2023Pfmp-Kf155 Investors, LLCOther Real Estate-
Apr 2023Tower 56 Direct, LLCCommercial$22M
Mar 2023BCP Special Opportunities Offshore Feeder III LPAgents: Kingswood Capital Partners, LLCPooled Investment Fund-
Mar 2023BCP Special Opportunities Onshore Feeder III LPAgents: Kingswood Capital Partners, LLCPooled Investment Fund-
Mar 2023BCP Special Opportunities Fund III LPAgents: Kingswood Capital Partners, LLCPooled Investment Fund-
Mar 2023BCP Special Opportunities Feeder Fund III (Lux) SCSpAgents: Kingswood Capital Partners, LLCPooled Investment Fund-
Mar 2023BCP Special Opportunities Fund III (Lux) SCSpAgents: Kingswood Capital Partners, LLCPooled Investment Fund-
Feb 2023InvestX Growth Equity IV-US LPAgents: Bill YoungPooled Investment Fund$413k
Dec 2022Thoma Bravo Credit Fund III Feeder, L.P.Pooled Investment Fund-
Dec 2022Thoma Bravo Credit Fund III Feeder A, L.P.Pooled Investment Fund-
Dec 2022Thoma Bravo Credit Fund III Feeder B, L.P.Pooled Investment Fund-
Dec 2022Schechter Private Capital Fund I, LLC - Series HHPooled Investment Fund$2.7M
Oct 2022Schechter Private Capital Fund I, LLC - Series GGPooled Investment Fund$8.6M
Oct 2022Mfv I, LLCAgents: Daniel Fulvio Spagnolo, Douglas Blake Solinsky, Matthew Thomas NadeauPooled Investment Fund$1.8M
Sept 2022Crg Partners V Cayman Parallel 'C' Fund LPPooled Investment Fund-
Sept 2022Crg Partners V Delaware Parallel Fund LPPooled Investment Fund-
Sept 2022Crg Partners V Cayman Feeder LPPooled Investment Fund-
Aug 2022Proterra Credit Fund 2 (Feeder) LPAgents: Briarcliffe Credit Partners LLCPooled Investment Fund$36M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
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