Fundraisers / Colorado Financial Service Corporation
FundraiserRegistered broker-dealer
Colorado Financial Service Corporation
FINRA 104343 · placing rounds since Jan 2016
26company rounds placed
0in the last two years, last Jul 2023
$78Msold in the rounds they placed
5.8%typical commission; the median firm takes 4.9%
Named on 128 Form D filings as paid to sell the offering: 26 for operating companies, 1 for funds, 101 for real estate. 12 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q3
What they place
- Other Technology28%
- Other24%
- Oil and Gas16%
- Other Health Care12%
- Manufacturing8%
- Other Banking and Financial Services8%
- Tourism and Travel Services4%
How big the rounds are
- Under $1M6
- $1M to $5M10
- $5M to $20M8
- $20M to $100M0
- $100M+0
Where the companies are
CA12CO5FL4OR2TX2AZ1LA1
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Capital Square Apartment Operating Partnership, L.P.REITS and Finance$19M
Jun 2025Southwestern La Paloma, LLCResidential$8.8M
Mar 2025Southwestern Farm Capital Fund III, LLCOther Real Estate-
Sept 2024NewStar Equity Lot Finance Fund II, LLCResidential$1.2M
Aug 2024Southwestern Farm Capital Fund II No K-1, LLCOther Real Estate-
Jun 2024Southwestern BDB Melkebruk, LLCOther Real Estate-
Jun 2024Southwestern Farm Capital Fund II, LLCOther Real Estate-
Jul 2023Trevi Systems Inc.Other$265k
Apr 2023Flatirons Self-Storage V DSTOther Real Estate-
Sept 2022Passco Riverhouse DSTResidential-
Aug 2022Passco Velo DSTResidential-
Jul 2022RK Riverstone DSTCommercial-
Jul 2022Passco Cadence DSTResidential-
Jul 2022RK Dawson Park DSTCommercial-
Jul 2022Passco Sawgrass DSTResidential-
May 2022Passco Canal DSTResidential-
May 2022Passco Estelle DSTResidential-
Mar 2022RK Grandview at Clear Pond DSTCommercial-
Feb 2022CX Alexandria, DSTAgents: James TortiOther Real Estate$13M
Dec 2021RK Pointe at East Shore DSTCommercial-
Oct 2021RK Trailside Verdae DSTCommercial-
Sept 2021Trevi Systems Inc.Other$10M
Sept 2021KB Florida Wholesale Club, DSTCommercial$8.0M
Jul 2021BR Lake Linganore, DSTResidential$7.5M
Jul 2021KB Fleet Farm, DSTCommercial$6.2M
Jul 2021RK AVLI at Crosstown Center DSTCommercial-
May 2021KB Essential Healthcare 40, DSTCommercial$4.2M
Apr 2021Miraculum, Inc.Manufacturing$710k
Apr 2021Passco Chesterfield DSTResidential$247k
Feb 2021Passco Mill at New Holland DSTResidential-
Jan 2021KB Essential Healthcare 38, DSTCommercial-
Jan 2021Passco San Antonio DSTResidential-
Jan 2021KB Essential Healthcare 36, DSTCommercial-
Jan 2021General Cannabis CorpOther$2.9M
Dec 2020Passco Cypress Creek DSTResidential$350k
Oct 2020Passco Preserve DSTResidential-
Oct 2020Passco One Hampton DSTResidential$1.0M
Jun 2020KB Essential Healthcare 33, DSTCommercial$172k
May 2020Credence MedSystems, Inc.Other Health Care$7.4M
Apr 2020BR Sunrise Parc, DSTResidential$212k
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.
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