FiledIssuerIndustrySold
Jan 2023ExchangeRight Net-Leased Portfolio 45 DSTCommercial$31M
Sept 2022Passco Riverhouse DSTResidential-
Aug 2022B. Riley Private Shares Fund 2022-1, LLCPooled Investment Fund$4.5M
Jul 2022Passco Cadence DSTResidential-
Jul 2022Passco Sawgrass DSTResidential-
May 2022Zero Coupon MI Office DSTOther Real Estate$8.1M
May 2022Passco Estelle DSTResidential-
May 2022Passco Canal DSTResidential-
Oct 2021Cyprium Therapeutics, Inc.Other Health Care$7.0M
Sept 2021Journey Medical CorpOther Health Care$19M
Sept 2021Innovation X Capital Partners, LLCPooled Investment Fund$125M
Aug 2021iTolerance, Inc.Biotechnology$5.2M
Aug 2021Evolon Technology, Inc.Other Technology$10M
Aug 2021Novian Health IncOther Health Care$9.2M
May 2021BR Greylyn Portfolio, DSTResidential$4.9M
Apr 2021Revelation Biosciences, IncBiotechnology$4.4M
Apr 2021Passco Chesterfield DSTResidential$247k
Mar 2021Lineage Brands, LLCAgents: National Securities CorporationRestaurants$4.1M
Feb 2021Passco Mill at New Holland DSTResidential-
Feb 2021Innovation X Holdings Series 2021-1 QP, LLCPooled Investment Fund-
Jan 2021Passco San Antonio DSTResidential-
Jan 2021Innovation X Holdings Series 2020-4 QP, LLCPooled Investment Fund-
Dec 2020Passco Cypress Creek DSTResidential$350k
Dec 2020Innovation X Holdings Series 2020-5 QP, LLCPooled Investment Fund-
Dec 2020Viewpoint Molecular Targeting, Inc.Biotechnology$8.8M
Nov 2020Insight Dharma, LLCPooled Investment Fund$4.5M
Nov 2020Sunstone Income Apartments V, LLCOther Real Estate-
Oct 2020Innovation X Holdings Series 2020-3 QP, LLCPooled Investment Fund-
Oct 2020Passco Preserve DSTResidential-
Oct 2020Passco One Hampton DSTResidential$1.0M
Sept 2020Ondas Holdings Inc.Telecommunications$1.4M
Aug 2020Innovation X Holdings Series 2020-2 QP, LLCPooled Investment Fund$15M
May 2020Innovation X Holdings Series 2020-1 QP, LLCPooled Investment Fund-
May 2020Innovation X Holdings V, LLCPooled Investment Fund-
May 20209 Meters Biopharma, Inc.Agents: National Securities CorporationPharmaceuticals$23M
Apr 2020Passco Nocatee DSTResidential-
Apr 2020Eyenovia, Inc.Pharmaceuticals$6.0M
Mar 2020Innovation X Holdings IV, LLCPooled Investment Fund-
Mar 2020Innovation X Holdings Series 2019-6 QP, LLCPooled Investment Fund-
Feb 2020RC Advisors Precious Metals Equity Fund I, L.P.Pooled Investment Fund$630k
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.