Amherst Securities Group L.P.

FINRA 150696 · placing rounds since Dec 2016

10company rounds placed

2in the last two years, last Dec 2025

$1.2Bsold in the rounds they placed

1.4%typical commission; the median firm takes 4.9%

Named on 10 Form D filings as paid to sell the offering: 10 for operating companies. 1 registered agent named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

123Q4124Q4125Q4

What they place

Insurance100%

How big the rounds are

Under $1M0
$1M to $5M0
$5M to $20M0
$20M to $100M0
$100M+11

Where the companies are

IN11

Rounds they placed

Company rounds Everything, funds and real estate too

FiledIssuerIndustrySold

Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$102M

Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$107M

Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$108M

Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$113M

Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$118M

Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$120M

Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$129M

Dec 2018Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$135M

Dec 2017Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$146M

Dec 2016Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$154M

Dec 2015Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Stephen L. CoaleInsurance$170M

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.

LPL Financial LLC11 rounds together Kestra Investment Services LLC11 rounds together Capital Analysts11 rounds together Lion Street Financial11 rounds together Bosc, Inc.11 rounds together M Holdings Securities Inc.11 rounds together

Founders who worked with them

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