Fundraisers / BOFA Securities, Inc.
FundraiserRegistered broker-dealer
BOFA Securities, Inc.
FINRA 283942 · placing rounds since Aug 2019
21company rounds placed
4in the last two years, last Mar 2026
$4.4Bsold in the rounds they placed
3.3%typical commission; the median firm takes 4.9%
Named on 47 Form D filings as paid to sell the offering: 21 for operating companies, 19 for funds, 7 for real estate. 3 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2123Q3124Q1124Q2125Q1125Q2125Q3126Q1
What they place
- Other Technology35%
- Other Health Care20%
- Oil and Gas10%
- Other10%
- Biotechnology10%
- Investing10%
- Pharmaceuticals5%
How big the rounds are
- Under $1M0
- $1M to $5M0
- $5M to $20M2
- $20M to $100M10
- $100M+9
Where the companies are
CA7NJ3FL1MI1MN1NY1VA1WV1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New Mountain WCO Continuation Feeder, L.P.Agents: BOFA Securities, Inc.Pooled Investment Fund-
Mar 2026New Mountain WCO Continuation Fund (Parallel Fund), L.P.Agents: BOFA Securities, Inc.Pooled Investment Fund-
Mar 2026New Mountain WCO Continuation Fund, L.P.Agents: BOFA Securities, Inc.Pooled Investment Fund-
Mar 2026Infinity Natural Resources, Inc.Oil and Gas$350M
Aug 2025InspireMD, Inc.Other Health Care$40M
Jun 2025Tamboran Resources CorpOil and Gas$39M
Mar 2025Olipop Inc.Other$188M
Aug 2024KCIC LIHTC Fund 11 LPPooled Investment Fund$99M
Jun 2024Merchants Capital Tax Credit Equity Fund 20, LLCOther Real Estate$100M
Jun 2024Pershing Square Holdco, L.P.Investing$856M
Jun 2024Cinnaire Fund for Housing Limited Partnership 41Agents: Dennis DonovanPooled Investment Fund$162M
Mar 2024Avidity Biosciences, Inc.Biotechnology$400M
Jan 2024Merchants Capital Tax Credit Equity Fund 14, L.P.Other Real Estate$183M
Dec 2023Cinnaire Housing Fund for Equitable Access, LPAgents: Dennis DonovanPooled Investment Fund$55M
Dec 2023Merchants Capital Tax Credit Equity Fund 16, LLCOther Real Estate$65M
Dec 2023Cinnaire Mid-Atlantic Capital Fund 8 Limited PartnershipAgents: Dennis DonovanPooled Investment Fund$73M
Nov 2023Cinnaire Fund for Housing Limited Partnership 40Agents: Dennis DonovanPooled Investment Fund$115M
Aug 2023UroGen Pharma Ltd.Pharmaceuticals$120M
Jul 2023Merchants Capital Tax Credit Equity Fund 15, L.P.Other Real Estate$197M
Jun 2023Cinnaire Fund for Housing Limited Partnership 39Agents: Dennis DonovanPooled Investment Fund-
Apr 2023Saluda Medical, Inc.Other Health Care$150M
Nov 2022Hi Technologies Holding Ltd.Other Technology$12M
Nov 2022Cinnaire Fund for Housing Limited Partnership 38Agents: Dennis DonovanPooled Investment Fund$203M
Sept 2022Cinnaire Mid-Atlantic Capital Fund 7 Limited PartnershipAgents: Dennis DonovanPooled Investment Fund$65M
Apr 2022Cinnaire Fund for Housing Limited Partnership 37Agents: Dennis DonovanPooled Investment Fund$145M
Dec 2021Sierra Space CorpAgents: BofA Securities, Inc.Other$1.4B
Oct 2021Angiocrine Bioscience, Inc.Biotechnology$58M
Sept 2021Cinnaire Fund for Housing Limited Partnership 36Agents: Dennis DonovanPooled Investment Fund$169M
Aug 2021Spire Global, Inc.Other Technology$245M
Aug 2021Cinnaire Mid-Atlantic Capital Fund 6 Limited PartnershipAgents: Dennis DonovanPooled Investment Fund$52M
Mar 2021PNC HTC Fund 2, LLCOther Real Estate$46M
Mar 2021Health Recovery Solutions, Inc.Other Technology$25M
Jan 2021MadeiraMadeira Ltd.Other Technology$83M
Dec 2020Alliant Tax Credit Fund 104, LPPooled Investment Fund$130M
Nov 2020Cinnaire Michigan Community Fund Limited Partnership 20-6Agents: Dennis DonovanInvesting$16M
Oct 2020Cinnaire Fund for Housing Limited Partnership 35Agents: Dennis DonovanPooled Investment Fund$102M
Oct 2020Redaptive, Inc.Other Technology$35M
Oct 2020Dialpad, Inc.Telecommunications$112M
Aug 2020Alliant Tax Credit Fund 102, LPPooled Investment Fund$92M
Jul 2020Eargo, Inc.Other Health Care$71M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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