Fundraisers / Berthel, Fisher & Company Financial Services, Inc.

FundraiserRegistered broker-dealer

Berthel, Fisher & Company Financial Services, Inc.

FINRA 13609 · placing rounds since May 2016

11company rounds placed
1in the last two years, last Jun 2025
$119Msold in the rounds they placed
327.0%typical commission; the median firm takes 4.9%

Named on 48 Form D filings as paid to sell the offering: 11 for operating companies, 37 for real estate.

Quarter by quarter

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

123Q2124Q2125Q2

What they place

20rounds
  • Oil and Gas100%

How big the rounds are

  1. Under $1M3
  2. $1M to $5M3
  3. $5M to $20M1
  4. $20M to $100M4
  5. $100M+0

Where the companies are

PA8TX8CA2NY2
FiledIssuerIndustrySold
Jun 2025Mewbourne Energy Partners 25-A, L.P.Oil and Gas$1.0M
Jun 2024Mewbourne Energy Partners 24-A, L.P.Oil and Gas$36M
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
Aug 2020Mewbourne Energy Partners 20-A, L.P.Oil and Gas$2.7M
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Jun 2017Mewbourne Energy Partners 17-A, L.P.Oil and Gas$720k
Jan 2017MDS 2017-Marcellus Shale Development, LPOil and Gas-
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
May 2016MDS 2016-Marcellus Shale Development, LPOil and Gas-
Nov 2015Waveland Resource Partners III, LPOil and Gas$29M
Jun 2015Atlas Eagle Ford 2015 L.P.Oil and Gas-
Jun 2015MDS 2015-Marcellus Shale Development, LPOil and Gas-
May 2015MDS Energy Partners, LPOil and Gas-
Jan 2015Waveland Resource Partners III, LPOil and Gas$13M
Sept 2014APX Drilling Partners 2014-B, LPOil and Gas$85k
Jul 2014MDS 2014-Marcellus Shale Development, LPOil and Gas-
May 2014Atlas Resources Series 34-2014 L.P.Oil and Gas-
Apr 2014APX Drilling Partners 2014-A, LPOil 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.

Founders who worked with them

No one has said so yet.

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Marked verified when your company is one of the rounds they placed.

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