FiledIssuerIndustrySold
Feb 2026InvestX Series (ATR-U5 QP), a Series of InvestX Master LLCPooled Investment Fund$21M
Feb 2026InvestX Series (ATR-U5), a Series of InvestX Master LLCPooled Investment Fund$8.6M
Jan 2025Infinite Conferencing Partners, LLCAgents: Newbridge Securities CorporationTelecommunications$1.0M
Dec 2024Heritage Distilling Holding Company, Inc.Other$1.5M
Oct 2024In8bio, Inc.Biotechnology$12M
Apr 2024RenovoRx, Inc.Biotechnology$11M
Apr 2024Movano Inc.Other Health Care$24M
Dec 2023Coya Therapeutics, Inc.Biotechnology$26M
Nov 2023Infinite Conferencing Partners, LLCAgents: Newbridge Securities CorporationTelecommunications$1.4M
Oct 2023CodeLogic, Inc.Agents: Newbridge Securities CorporationOther Technology$952k
Aug 2022CodeLogic, Inc.Agents: Ceros Financial Services, Inc.Other Technology$4.0M
Apr 2022Docsnap, Inc.Other Health Care$225k
Apr 2022Lung Therapeutics, Inc.Biotechnology$10M
Mar 2022Aspargo Laboratories, Inc.Pharmaceuticals$1.5M
Feb 2022HMDmd Inc.Biotechnology$2.1M
Oct 2021BIOS SIRPant Co-Invest I QP, LPAgents: Joseph Goldek, Richard Libretti, Salvatore EspositoPooled Investment Fund-
Sept 2021BIOS SIRPant Co-Invest I, LPAgents: Joseph Goldek, Richard Libretti, Salvatore EspositoPooled Investment Fund-
Jul 2021BR Lake Linganore, DSTResidential$7.5M
Jun 2021Surface Ophthalmics, Inc.Agents: Newbridge Securities CorporationOther Health Care$5.8M
May 2021BR Greylyn Portfolio, DSTResidential$4.9M
Apr 2021Edison Oncology Holding CorpPharmaceuticals$250k
Dec 2020Movano Inc.Biotechnology$13M
Sept 2020BIOS ONL Co-Invest I, LPAgents: Joseph Goldek, Richard Libretti, Salvatore EspositoPooled Investment Fund-
Sept 2020BIOS Actuate Co-Invest II, LPAgents: Joseph Goldek, Richard Libretti, Salvatore EspositoPooled Investment Fund-
Jul 2020BIOS Fund III, LPAgents: Joseph Goldek, Richard Libretti, Salvatore EspositoPooled Investment Fund-
Jul 2020BIOS Fund III QP, LPAgents: Joseph Goldek, Richard Libretti, Salvatore EspositoPooled Investment Fund-
Jul 2020BIOS Fund III NT, LPAgents: Joseph Goldek, Richard Libretti, Salvatore EspositoPooled Investment Fund-
May 2020Sovereign Distressed RE Fund III, LLCCommercial-
Dec 2019ENDRA Life Sciences Inc.Agents: Lake Street Capital Markets, LLCBiotechnology$8.6M
Jul 2019Sovereign Fund II, LLCCommercial-
Dec 2018Grom Social Enterprises, Inc.Other$552k
Nov 2018ARCTRUST III, Inc.Agents: More than 5 personsREITS and Finance-
Aug 2018iSelect Qualified Purchaser Fund LLCPooled Investment Fund$3.7M
Jun 2018Passco L82 Sarasota DSTResidential$300k
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Apr 2018BriaCell Therapeutics Corp.Biotechnology$800k
Dec 2017iSelect Innovation Fund (B) I, LLCOther$200k
Oct 2017iSelect Innovation Fund I, LLCPooled Investment Fund$65k
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.