Fundraisers / Calton & Associates, Inc.
FundraiserRegistered broker-dealer
Calton & Associates, Inc.
FINRA 20999 · placing rounds since Jul 2016
11company rounds placed
1in the last two years, last Jun 2025
$124Msold in the rounds they placed
327.0%typical commission; the median firm takes 4.9%
Named on 25 Form D filings as paid to sell the offering: 11 for operating companies, 3 for funds, 11 for real estate. 8 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2124Q2125Q2
What they place
- Oil and Gas89%
- Business Services6%
- Other6%
How big the rounds are
- Under $1M5
- $1M to $5M4
- $5M to $20M1
- $20M to $100M3
- $100M+0
Where the companies are
TX10PA5AR1IL1NY1
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
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
Feb 2022Ocean Avenue Fund V, L.P.Pooled Investment Fund-
Dec 2021Griffin Capital Qualified Opportunity Zone Fund III, L.P.Agents: Marc SeehermanOther Real Estate$15M
Sept 2021CF Glenmuir Multifamily DSTOther Real Estate$68M
Jul 2021BR Lake Linganore, DSTResidential$7.5M
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
Feb 2020Gmi-Shj, LPAgents: Curtis J Jones, Kenneth Harter, Michael IhrieOther Real Estate$1.1M
Feb 2020Daytona Multifamily Opportunity Zone, L.L.C.Other Real Estate$17M
Jan 2020Zero Coupon Chicagoland Office DSTOther Real Estate$55M
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
May 2019Houston Multifamily Portfolio LPCommercial$4.9M
Feb 2019Ocean Avenue Fund Iv Cayman, L.P.Pooled Investment Fund-
Feb 2019Ocean Avenue Fund Iv, L.P.Pooled Investment Fund-
Jun 2018GMI-Harrison 165, LPAgents: Curtis J Jones, Michael Ihrie, Stephen J SumnerOther Real Estate$3.6M
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Feb 2018HPI Real Estate Fund VI LLCCommercial$1.8M
Dec 2017Colorado Springs Multifamily DSTAgents: Shawn ValentineOther Real Estate$15M
Aug 2017Texas Healthcare Portfolio II DSTAgents: Shawn L. ValentineOther$5.0M
Jun 2017Mewbourne Energy Partners 17-A, L.P.Oil and Gas$720k
Mar 2017Epoch Properties Multi-Family Opportunity Fund V, Ltd.Residential-
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jul 2016Mewbourne Energy Partners 16-A, L.P.Oil and Gas$180k
Nov 2015Ocean Avenue Fund Iii, L.P.Pooled Investment Fund-
Aug 2015Eminence Global Holdings Ltd.Business Services$600k
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-
Oct 2014Reverence Capital Partners Opportunities Fund I (Cayman), L.P.Pooled Investment Fund-
Oct 2014Reverence Capital Partners Opportunities Fund I (AI), L.P.Pooled Investment Fund-
Oct 2014Reverence Capital Partners Opportunities Fund I, L.P.Pooled Investment Fund-
Sept 2014APX Drilling Partners 2014-B, LPOil and Gas$85k
Jun 2014Hall Capital Iii LPCommercial$40M
May 2014Atlas Resources Series 34-2014 L.P.Oil and Gas-
Jan 2012Discount Retail Portfolio III DSTAgents: David L. PimperOther Real Estate$572k
Jan 2012Aztec XII-A Oil & Gas LPAgents: Eliot RosenbergOil and Gas$7.5M
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.
The Strategic Financial Alliance, Inc.14 rounds togetherBerthel, Fisher & Company Financial Services, Inc.13 rounds togetherCambridge Investment Research, Inc.13 rounds togetherM Holdings Securities Inc.11 rounds togetherIndependent Financial Group, LLC11 rounds togetherARETE Wealth Management LLC9 rounds together
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