Fundraisers / Avantax Investment Services, Inc.
FundraiserRegistered broker-dealer
Avantax Investment Services, Inc.
FINRA 13686 · placing rounds since Sept 2016
4company rounds placed
0in the last two years, last Jun 2023
$77Msold in the rounds they placed
50.8%typical commission; the median firm takes 4.9%
Named on 21 Form D filings as paid to sell the offering: 4 for operating companies, 17 for real estate. 2 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2
What they place
- Oil and Gas100%
How big the rounds are
- Under $1M0
- $1M to $5M1
- $5M to $20M0
- $20M to $100M2
- $100M+0
Where the companies are
TX3PA2
Rounds they placed
FiledIssuerIndustrySold
Feb 2024Aei Net Lease Portfolio 23 DstCommercial$500k
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
Sept 2022AEI Net Lease Portfolio 20 DSTCommercial$2.0M
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
May 2022Huntsville SFR DSTOther Real Estate$8.3M
Dec 2021Aei Net Lease Portfolio 17 DstCommercial$9.0M
Dec 2021New Jersey Multifamily Portfolio DSTOther Real Estate$13M
Dec 2021Florida Multifamily Portfolio III DSTOther Real Estate$11M
Oct 2021Naperville Multifamily DSTOther Real Estate$698k
Aug 2021Aei Net Lease Portfolio 16 DstCommercial$3.5M
Jul 2021Northeast Multifamily DSTOther Real Estate$4.7M
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
Feb 2020AEI Net Lease Portfolio XIII DSTCommercial$5.5M
Feb 2020Fayetteville Student Housing DSTOther Real Estate$17M
Feb 2020Daytona Multifamily Opportunity Zone, L.L.C.Other Real Estate$17M
Feb 2020AEI Net Lease Portfolio VIII DSTCommercial$5.5M
Jan 2020Zero Coupon Chicagoland Office DSTOther Real Estate$55M
Dec 2017Colorado Springs Multifamily DSTAgents: Davin CareyOther Real Estate$15M
Feb 2017Aei Net Lease Portfolio Vii DstCommercial-
Oct 2016Indianapolis Medical Office DSTAgents: Lois A. LeynseOther Real Estate$1.3M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Oct 2015Healthcare Portfolio DSTAgents: Danny K. Cochran, Pat A. MallozziOther Real Estate$18M
Jun 2015Atlas Eagle Ford 2015 L.P.Oil and Gas-
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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