Fundraisers / Cabot Lodge Securities, LLC

FundraiserRegistered broker-dealer

Cabot Lodge Securities, LLC

FINRA 159712 · placing rounds since May 2016

10company rounds placed
0in the last two years, last Sept 2022
$88Msold in the rounds they placed
9.9%typical commission; the median firm takes 4.9%

Named on 81 Form D filings as paid to sell the offering: 10 for operating companies, 3 for funds, 68 for real estate. 4 registered agents named.

How big the rounds are

  1. Under $1M4
  2. $1M to $5M1
  3. $5M to $20M2
  4. $20M to $100M2
  5. $100M+0

Where the companies are

LA3NJ3NY2OR2CA1TX1FL1GA1
FiledIssuerIndustrySold
May 2025Salisbury Nc Industrial 5 LLCOther Real Estate$11M
Oct 2024CF Summit Ridge Multifamily DSTResidential$864k
Nov 2023Boulder Crossing TEI Equities LLCCommercial$12M
Aug 2023CF Pearland Multifamily DSTResidential$8.9M
Jan 2023NexPoint Hughes DSTOther Real Estate$74M
Sept 2022Passco Riverhouse DSTResidential-
Sept 2022Iliad Biotechnologies, LLCBiotechnology$43M
Aug 2022Passco Velo DSTResidential-
Jul 2022RK Riverstone DSTCommercial-
Jul 2022Passco Cadence DSTResidential-
Jul 2022RK Dawson Park DSTCommercial-
Jul 2022Passco Sawgrass DSTResidential-
Jun 20221847 Holdings LLCOther-
May 2022Passco Canal DSTResidential-
May 2022Passco Estelle DSTResidential-
May 2022Huntsville SFR DSTOther Real Estate$8.3M
Apr 2022Millersville Jabez Equities LLCCommercial$5.8M
Mar 2022RK Grandview at Clear Pond DSTCommercial-
Dec 2021RK Pointe at East Shore DSTCommercial-
Oct 2021RK Trailside Verdae DSTCommercial-
Jul 2021RK AVLI at Crosstown Center DSTCommercial-
May 2021RK Pointe at Greenville DSTCommercial-
Apr 2021Spring Hills Holdings II, LLCOther-
Apr 2021ZincFive, Inc.Other Energy$33M
Apr 2021Passco Chesterfield DSTResidential$247k
Mar 2021RK Haven Pointe at Carolina Forest DSTCommercial-
Feb 2021Passco Mill at New Holland DSTResidential-
Jan 2021Passco San Antonio DSTResidential-
Jan 2021Rock Quarry Road Investments LLCOther Real Estate$12M
Dec 2020Potts Pond Investments, LLCOther Real Estate$11M
Dec 2020Passco Cypress Creek DSTResidential$350k
Dec 2020Old Corral Investments, LLCOther$9.3M
Dec 2020RK Pointe at Research Park DSTCommercial-
Oct 2020Passco Preserve DSTResidential-
Oct 2020Rk Coda DstCommercial-
Oct 2020Passco One Hampton DSTResidential$1.0M
Sept 2020Participant Capital Legacy Fund, LPResidential-
Sept 2020Participant Capital Legacy Fund Feeder, LPPooled Investment Fund-
Apr 2020Passco Nocatee DSTResidential-
Apr 2020Greeley Flats, DstAgents: HOWARD DAVISCommercial$11M

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

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