# J.V.B. Financial Group, LLC: fundraiser

> J.V.B. Financial Group, LLC placed 6 company rounds filed with the SEC, most recently Jul 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/cohen-and-company-securities-llc-4 (Millionrounds; every figure on the page links to its filing or article)

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Fundraiser Registered broker-dealer

# J.V.B. Financial Group, LLC

FINRA 149758 · placing rounds since Feb 2024

**6** company rounds placed

**4** in the last two years, last Jul 2025

**$863M** sold in the rounds they placed

**6.0%** typical commission; the median firm takes 4.9%

Named on 6 Form D filings as paid to sell the offering: 6 for operating companies. 2 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 24Q1 **1** 24Q3 **1** 25Q1 **2** 25Q2 **3** 25Q3

## What they place

- Hospitals and Physicians **25%**
- Other **25%**
- Other Technology **25%**
- Other Energy **13%**
- Pharmaceuticals **13%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **2**
- $20M to $100M **4**
- $100M+ **2**

## Where the companies are

**CA** 2 **UT** 2 **AZ** 1 **NV** 1 **OK** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/cohen-and-company-securities-llc-4)[Everything, funds and real estate too](https://millionrounds.com/providers/cohen-and-company-securities-llc-4?show=all)

Filed Issuer Industry Sold

Aug 2025 USBC, Inc. Other Technology **$120M**

Jul 2025 DevvStream Corp. Other Energy **$10M**

Jul 2025 [Kindly MD, Inc.](https://millionrounds.com/company/kindlymd-inc) Agents: Cohen & Company Capital Markets Hospitals and Physicians **$52M**

Jun 2025 [Kindly MD, Inc.](https://millionrounds.com/company/kindlymd-inc) Agents: Cohen & Company Capital Markets Hospitals and Physicians **$712M**

Apr 2025 Fold, Inc. Agents: Jerry Serowik Other Technology **$40M**

Feb 2025 Critical Metals Corp. Other **$25M**

Sept 2024 USA Rare Earth, LLC Other **$26M**

Feb 2024 Cero Therapeutics Holdings, Inc. Pharmaceuticals **$10M**

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.

[**10X Securities** 2 rounds together](https://millionrounds.com/providers/10x-securities)[**EAS Advisors, LLC, through Odeon Capital Group LLC** 1 round together](https://millionrounds.com/providers/eas-advisors-llc-through-odeon-capital-group-llc)[**Jett Capital Advisors, LLC** 1 round together](https://millionrounds.com/providers/jett-capital-advisors-llc)[**Odeon Capital Group LLC** 1 round together](https://millionrounds.com/providers/odeon-capital-group-llc)

## Founders who worked with them

No one has said so yet.

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## A badge for their site

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