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
Aug 2024Exchange Place: All Cap II LPPooled Investment Fund$1.1B
Jun 2024Mewbourne Energy Partners 24-A, L.P.Oil and Gas$36M
Mar 2024Crystal Capital Fund Series, LLCAgents: Todd Van PeltPooled Investment Fund$386M
Mar 2024Crystal Capital International Fund SPCAgents: Todd Van PeltPooled Investment Fund$247M
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
Mar 2023Crystal Capital Fund Series, LLCAgents: Todd Van PeltPooled Investment Fund$371M
Mar 2023Crystal Capital International Fund SPCAgents: Todd Van PeltPooled Investment Fund$160M
Mar 2022Crystal Capital International Fund SPCAgents: Todd Van PeltPooled Investment Fund$145M
Mar 2022Crystal Capital Fund Series, LLCAgents: Todd Van PeltPooled Investment Fund$337M
Jan 2022Blackstone Total Alternatives Solution VIII-A L.P.Agents: Cambridge Investment Research, Inc.Pooled Investment Fund-
Jan 2022Blackstone Total Alternatives Solution VIII L.P.Agents: Cambridge Investment Research, Inc.Pooled Investment Fund-
Aug 2021Nlg Iii Ppo LLCCommercial$2.8M
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
Dec 2020Blackstone Total Alternatives Solution VII-A L.P.Agents: Cambridge Investment Research, Inc.Pooled Investment Fund-
Dec 2020Blackstone Total Alternatives Solution VII L.P.Agents: Cambridge Investment Research, Inc.Pooled Investment Fund-
Aug 2020iCap Equity, LLCOther Real Estate-
Feb 2020Daytona Multifamily Opportunity Zone, L.L.C.Other Real Estate$17M
Jan 2020Zero Coupon Chicagoland Office DSTOther Real Estate$55M
Jan 2020BR Everwood, DSTResidential-
Dec 2019Blackstone Total Alternatives Solution VI L.P.Agents: Cambridge Investment Research, Inc.Pooled Investment Fund-
Dec 2019Blackstone Total Alternatives Solution VI-A L.P.Agents: Cambridge Investment Research, Inc.Pooled Investment Fund-
Nov 2019BR Westerly, DSTResidential$999k
Nov 2019NC Student Housing Portfolio DSTOther Real Estate$1.9M
Oct 2019iCap Pacific Income Fund 5, LLCOther Real Estate-
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
May 2019Houston Multifamily Portfolio LPCommercial$4.9M
Mar 2019Crystal Capital International Fund SPCAgents: Todd Van PeltPooled Investment Fund$145M
Mar 2019Crystal Capital Fund Series, LLCAgents: Todd Van PeltPooled Investment Fund$319M
Jan 2019USEDC 2018 B Drilling Fund LPAgents: Leo GoodinOil and Gas$25k
Oct 2018Blackstone Total Alternatives Solution V L.P.Agents: Cambridge Investment Research, Inc.Pooled Investment Fund-
Sept 2018Healthcare Portfolio V DSTAgents: Marla RinglingOther Real Estate$17M
Jul 2018Tinsley Park LPCommercial$9.1M
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Jun 2018BR Axis West, DSTResidential$1.0M
Mar 2018Crystal Capital International Fund SPCAgents: Todd Van PeltPooled Investment Fund$200M
Mar 2018Crystal Capital Fund Series, LLCAgents: Todd Van PeltPooled Investment Fund$361M
Mar 2018Residences at the RIM LPCommercial$27M
Dec 2017Colorado Springs Multifamily DSTAgents: Dwight Galda, Mitchal O'Hare, Sigrid DaugaardOther Real Estate$15M
Aug 2017Texas Healthcare Portfolio II DSTAgents: Mitchal D. O'Hare, Sigrid A. DaugaardOther$5.0M
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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