# Concorde Investment Services, LLC: fundraiser

> Concorde Investment Services, LLC placed 11 company rounds filed with the SEC, most recently Jun 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/concorde-investment-services-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Concorde Investment Services, LLC

Fundraiser Registered broker-dealer

# Concorde Investment Services, LLC

FINRA 151604 · placing rounds since Jan 2016

**11** company rounds placed

**1** in the last two years, last Jun 2025

**$120M** sold 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.

**1** 23Q2 **1** 24Q2 **1** 25Q2

## What they place

- Oil and Gas **82%**
- Other Energy **9%**
- Other **5%**
- Other Health Care **5%**

## How big the rounds are

- Under $1M **5**
- $1M to $5M **6**
- $5M to $20M **1**
- $20M to $100M **5**
- $100M+ **0**

## Where the companies are

**TX** 11 **CA** 4 **NY** 4 **LA** 2 **IL** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/concorde-investment-services-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/concorde-investment-services-llc?show=all)

Filed Issuer Industry Sold

Jun 2025 Mewbourne Energy Partners 25-A, L.P. Oil and Gas **$1.0M**

Jun 2024 Mewbourne Energy Partners 24-A, L.P. Oil and Gas **$36M**

Jun 2023 Mewbourne Energy Partners 23-A, L.P. Oil and Gas **$25M**

Jun 2022 Mewbourne Energy Partners 22-A, L.P. Oil and Gas **$49M**

Jul 2021 Mewbourne Energy Partners 21-A, L.P. Oil and Gas **$3.1M**

Nov 2017 King River Royalties, LLC Agents: JCC Advisors, LLC Other Energy **-**

Aug 2017 Texas Healthcare Portfolio II DST Agents: Joseph G. Michaletz Other **$5.0M**

Jul 2017 Canadian River Royalties, LLC Agents: JCC Advisors, LLC Other Energy **-**

Jun 2017 Mewbourne Energy Partners 17-A, L.P. Oil and Gas **$720k**

Jul 2016 Mewbourne Energy Partners 16-A, L.P. Oil and Gas **$180k**

Feb 2016 Strategic Energy Income Fund IV L.P. Agents: Robin Edgar Oil and Gas **$25k**

Nov 2015 Genesis Drilling Program VIII LP Agents: Alan Lichtenstein Oil and Gas **$140k**

Nov 2015 Waveland Resource Partners III, LP Oil and Gas **$29M**

Jun 2015 Gulf South Energy Partners 2015 A LP Oil and Gas **-**

Jan 2015 Waveland Resource Partners III, LP Oil and Gas **$13M**

Nov 2014 Beltline Senior Care Center Holdings, LLC Agents: Frank T. Dunn Jr., Robert R. Tweed Other Health Care **$41M**

Oct 2014 Waveland Resource Partners III, LP Oil and Gas **$1.9M**

Sept 2014 APX Drilling Partners 2014-B, LP Oil and Gas **$85k**

Aug 2014 Gulf South Energy Partners 2014 LP Oil and Gas **-**

Apr 2014 APX Drilling Partners 2014-A, LP Oil and Gas **-**

Feb 2014 Starpoint Imperial #1, LP Agents: Concorde Investment Services Oil and Gas **$2.5M**

Feb 2014 Starpoint Energy Partners #1,LP Agents: Concorde Investment Services Oil 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, LLC** 11 rounds together](https://millionrounds.com/providers/independent-financial-group-llc)[**The Strategic Financial Alliance, Inc.** 11 rounds together](https://millionrounds.com/providers/the-strategic-financial-alliance-inc)[**Calton & Associates, Inc.** 9 rounds together](https://millionrounds.com/providers/calton-and-associates-inc)[**Ausdal Financial Partners, Inc.** 9 rounds together](https://millionrounds.com/providers/ausdal-financial-partners-inc)[**Berthel, Fisher & Company Financial Services, Inc.** 9 rounds together](https://millionrounds.com/providers/berthel-fisher-and-company-financial-services-inc)[**Cambridge Investment Research, Inc.** 8 rounds together](https://millionrounds.com/providers/cambridge-investment-research-inc)

## Founders who worked with them

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