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
- Oil and Gas100%
How big the rounds are
- Under $1M3
- $1M to $5M3
- $5M to $20M1
- $20M to $100M4
- $100M+0
Where the companies are
PA8TX8CA2NY2
Rounds they placed
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
Aug 2023Aei Net Lease Portfolio 22 DstCommercial$1.5M
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
Apr 2023Flatirons Self-Storage V DSTOther Real Estate-
Sept 2022Passco Riverhouse DSTResidential-
Jul 2022Passco Cadence DSTResidential-
Jul 2022Passco Sawgrass DSTResidential-
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
May 2022Passco Canal DSTResidential-
May 2022Passco Estelle DSTResidential-
Dec 2021Aei Net Lease Portfolio 17 DstCommercial$9.0M
Apr 2021Passco Chesterfield DSTResidential$247k
Feb 2021Passco Mill at New Holland DSTResidential-
Jan 2021Passco San Antonio DSTResidential-
Dec 2020Passco Cypress Creek DSTResidential$350k
Oct 2020Passco Preserve DSTResidential-
Oct 2020Passco One Hampton DSTResidential$1.0M
Aug 2020Mewbourne Energy Partners 20-A, L.P.Oil and Gas$2.7M
Apr 2020Passco Nocatee DSTResidential-
Mar 2020Moody National Financial Fund II, LLCCommercial-
Jan 2020Passco Mellody Farm DSTResidential$500k
Dec 2019Passco Buckhead DSTResidential$14M
Dec 2019Flatirons Self-Storage DSTOther Real Estate$13M
Nov 2019Passco Lakeview Villas DSTResidential-
Nov 2019Passco Park 35 DSTResidential-
Oct 2019Passco Turkey Creek DSTResidential-
Sept 2019Passco Sapphire Bay DSTResidential-
Aug 2019Passco Grand Oaks DSTResidential-
Jul 2019Passco Legacy DSTResidential-
Jul 2019Passco Tribute DSTResidential$575k
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
May 2019Passco Grayson DSTResidential-
Mar 2019Passco Fritz Farm DSTResidential-
Mar 2019Passco Palm Desert LLCResidential-
Jan 2019Moody National DST Sponsor, LLCResidential-
Dec 2018Passco Sea Glass DSTResidential-
Nov 2018Passco Asheville Exchange DSTResidential-
Oct 2018Passco Carolina Forest DSTResidential-
Jul 2018RK One White Oak DSTCommercial-
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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