Fundraisers / Concorde Investment Services, LLC
FundraiserRegistered broker-dealer
Concorde Investment Services, LLC
FINRA 151604 · placing rounds since Jan 2016
11company rounds placed
1in the last two years, last Jun 2025
$120Msold in the rounds they placed
347.2%typical commission; the median firm takes 4.9%
Named on 177 Form D filings as paid to sell the offering: 11 for operating companies, 166 for real estate. 32 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2124Q2125Q2
What they place
- Oil and Gas82%
- Other Energy9%
- Other5%
- Other Health Care5%
How big the rounds are
- Under $1M5
- $1M to $5M6
- $5M to $20M1
- $20M to $100M5
- $100M+0
Where the companies are
TX11CA4NY4LA2IL1
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
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
Nov 2017King River Royalties, LLCAgents: JCC Advisors, LLCOther Energy-
Aug 2017Texas Healthcare Portfolio II DSTAgents: Joseph G. MichaletzOther$5.0M
Jul 2017Canadian River Royalties, LLCAgents: JCC Advisors, LLCOther Energy-
Jun 2017Mewbourne Energy Partners 17-A, L.P.Oil and Gas$720k
Jul 2016Mewbourne Energy Partners 16-A, L.P.Oil and Gas$180k
Feb 2016Strategic Energy Income Fund IV L.P.Agents: Robin EdgarOil and Gas$25k
Nov 2015Genesis Drilling Program VIII LPAgents: Alan LichtensteinOil and Gas$140k
Nov 2015Waveland Resource Partners III, LPOil and Gas$29M
Jun 2015Gulf South Energy Partners 2015 A LPOil and Gas-
Jan 2015Waveland Resource Partners III, LPOil and Gas$13M
Nov 2014Beltline Senior Care Center Holdings, LLCAgents: Frank T. Dunn Jr., Robert R. TweedOther Health Care$41M
Oct 2014Waveland Resource Partners III, LPOil and Gas$1.9M
Sept 2014APX Drilling Partners 2014-B, LPOil and Gas$85k
Aug 2014Gulf South Energy Partners 2014 LPOil and Gas-
Apr 2014APX Drilling Partners 2014-A, LPOil and Gas-
Feb 2014Starpoint Imperial #1, LPAgents: Concorde Investment ServicesOil and Gas$2.5M
Feb 2014Starpoint Energy Partners #1,LPAgents: Concorde Investment ServicesOil and Gas$1.0M
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.
Independent Financial Group, LLC11 rounds togetherThe Strategic Financial Alliance, Inc.11 rounds togetherCalton & Associates, Inc.9 rounds togetherAusdal Financial Partners, Inc.9 rounds togetherBerthel, Fisher & Company Financial Services, Inc.9 rounds togetherCambridge Investment Research, Inc.8 rounds together
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