Fundraisers / Cambridge Investment Research, Inc.
FundraiserRegistered broker-dealer
Cambridge Investment Research, Inc.
FINRA 39543 · placing rounds since Jan 2016
14company rounds placed
1in the last two years, last Jun 2025
$80Msold in the rounds they placed
673.6%typical commission; the median firm takes 4.9%
Named on 52 Form D filings as paid to sell the offering: 14 for operating companies, 22 for funds, 16 for real estate. 9 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2124Q2125Q2
What they place
- Oil and Gas88%
- Insurance8%
- Other4%
How big the rounds are
- Under $1M8
- $1M to $5M5
- $5M to $20M1
- $20M to $100M3
- $100M+0
Where the companies are
TX8PA7NY4CA2OH2IL1
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
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
Jan 2019USEDC 2018 B Drilling Fund LPAgents: Leo GoodinOil and Gas$25k
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Aug 2017Texas Healthcare Portfolio II DSTAgents: Mitchal D. O'Hare, Sigrid A. DaugaardOther$5.0M
Jan 2017MDS 2017-Marcellus Shale Development, LPOil and Gas-
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jul 2016Mewbourne Energy Partners 16-A, L.P.Oil and Gas$180k
May 2016MDS 2016-Marcellus Shale Development, LPOil and Gas-
Mar 2016Strategic Energy Income Fund IV L.P.Agents: John MickelsonOil and Gas$72k
Jan 2016Strategic Energy Income Fund IV L.P.Agents: Kenneth IngersollOil and Gas$25k
Dec 2015Genesis Drilling Program IX LPAgents: John Scott WellsOil and Gas$25k
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 2015Mewbourne Energy Partners 15-A, L.P.Oil and Gas$2.2M
May 2015MDS Energy Partners, LPOil and Gas-
Jan 2015Waveland Resource Partners III, LPOil and Gas$13M
Jul 2014Nationwide Private Placement Variable AccountAgents: Ken ProdgerInsurance$153k
Jul 2014Nationwide Private Placement Variable AccountAgents: Ken ProdgerInsurance$315k
May 2014Atlas Resources Series 34-2014 L.P.Oil 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.
Berthel, Fisher & Company Financial Services, Inc.14 rounds togetherThe Strategic Financial Alliance, Inc.13 rounds togetherCalton & Associates, Inc.13 rounds togetherM Holdings Securities Inc.13 rounds togetherAusdal Financial Partners, Inc.11 rounds togetherIndependent Financial Group, LLC10 rounds together
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