Fundraisers / American Trust Investment Services, Inc.
FundraiserRegistered broker-dealer
American Trust Investment Services, Inc.
FINRA 3001 · placing rounds since Jul 2019
7company rounds placed
3in the last two years, last Mar 2026
$14Msold in the rounds they placed
7.4%typical commission; the median firm takes 4.9%
Named on 26 Form D filings as paid to sell the offering: 7 for operating companies, 4 for funds, 15 for real estate. 12 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
125Q1125Q4126Q1
What they place
- Other43%
- Investment Banking29%
- Other Health Care14%
- Other Technology14%
How big the rounds are
- Under $1M2
- $1M to $5M4
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
CA3MA1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026NLC Health Investors DSTAgents: David Bernard LevinsonOther Real Estate$145M
Mar 2026AmTru Medical Device Ventures LLCAgents: American Trust Investment Services, Inc.Investment Banking$800k
Dec 2025AmTru AI Inference Ventures, LLCInvestment Banking$3.4M
Aug 2025WH Strategic Opportunities Fund IV LPPooled Investment Fund$5.1M
Mar 2025Dynocardia, Inc.Other Health Care$675k
Nov 2024BREX Parker MF DSTAgents: Randy BarmacheOther Real Estate$1.1M
Sept 2024AmTru Sandbox Ventures, LPPooled Investment Fund$1.7M
Aug 2024AI Growth Fund, LPPooled Investment Fund$94M
Mar 2024AmTru Figure Ventures, LPAgents: James Clarren, Jason Cosulich, Rick DavidsonPooled Investment Fund$2.0M
May 2023Haverhill Land Holdings I LLCCommercial$9.5M
Feb 2023Starboard Ridgeview DSTResidential$3.0M
Jan 2023NexPoint Aviation DSTOther Real Estate$67M
Dec 2022Dade City Industrial 7 LLCOther Real Estate$30M
Oct 2022CX Residences at Congressional Village, DSTOther Real Estate$381k
Aug 2022Gatc Health CorpAgents: more than 5Other Technology-
Jun 2022HPI Real Estate Fund X LLCCommercial-
May 2022Zero Coupon MI Office DSTOther Real Estate$8.1M
Feb 2022CX Alexandria, DSTAgents: David LevinsonOther Real Estate$13M
Dec 2021CX Liberty Mill, DSTAgents: David LevinsonOther Real Estate$7.5M
Dec 2021New Jersey Multifamily Portfolio DSTOther Real Estate$13M
Jul 2021mCloud Technologies Corp.Other$1.9M
Apr 2021mCloud Technologies Corp.Other$4.3M
Mar 2021Trenton Golden Equities LCCommercial-
Jan 2021mCloud Technologies Corp.Other$2.8M
Dec 2020CX Station at Savannah Quarters, DSTAgents: Ivan WestOther Real Estate$3.1M
Jul 2019Local Properties LLCAgents: David Geake, Levant Bishop, Michael GradyResidential$541k
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Founders who worked with them
No one has said so yet.
Worked with them? Say so
A badge for their site
It shows their latest standing in the quarterly rankings and links back here.
Is this American Trust Investment Services, Inc.?
Claim the page to describe your work in your own words. Free.