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
Dec 2025Capital Square Apartment Operating Partnership, L.P.REITS and Finance$19M
Dec 2025IREX IV Industrial Portfolio DSTAgents: Jason McMurtry, John Hess, Tommy ThompsonCommercial$5.5M
Jul 2025IREX III Industrial Portfolio DSTAgents: Jacob DriverCommercial$528k
Jun 2025Mewbourne Energy Partners 25-A, L.P.Oil and Gas$1.0M
May 2025PG Ocean DSTOther Real Estate$1.6M
Feb 2025BT Columbia Student Housing DSTResidential$6.8M
Dec 2024JLLX Diversified VIII, DSTAgents: Jacob Driver, Jason McMurtryOther Real Estate$14M
Aug 2024Knoxville Student Housing DSTOther Real Estate$16M
Aug 2024AEI Healthcare Portfolio V DSTCommercial$551k
Jun 2024Mewbourne Energy Partners 24-A, L.P.Oil and Gas$36M
Apr 2024Epoch Student Housing DSTOther Real Estate$9.0M
Apr 2024ExchangeRight Income FundCommercial-
Dec 2023JLLX Diversified III, DSTAgents: Jason McMurtryOther Real Estate$1.4M
Nov 2023CX Mode at Hyattsville, DSTOther Real Estate$17M
Aug 2023Aei Net Lease Portfolio 22 DstCommercial$1.5M
Aug 2023CF Pearland Multifamily DSTResidential$8.9M
Jul 2023Algonquin Senior Living DSTOther Real Estate$1.4M
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
Jan 2023ExchangeRight Net-Leased Portfolio 45 DSTCommercial$31M
Jan 2023NexPoint Hughes DSTOther Real Estate$74M
Jan 2023NexPoint Aviation DSTOther Real Estate$67M
Jan 2023NexPoint Buffalo DSTOther Real Estate$52M
Dec 2022Zero Coupon Essential Portfolio DSTOther Real Estate$906k
Sept 2022AEI Net Lease Portfolio 20 DSTCommercial$2.0M
Sept 2022Passco Riverhouse DSTResidential-
Sept 2022Starboard Silver Oaks DSTResidential$5.9M
Aug 2022Passco Velo DSTResidential-
Jul 2022RK Riverstone DSTCommercial-
Jul 2022Passco Cadence DSTResidential-
Jul 2022RK Dawson Park DSTCommercial-
Jul 2022CX Lively Indigo Run, DSTOther Real Estate$1.3M
Jul 2022Passco Sawgrass DSTResidential-
Jun 2022Starboard Arden DSTResidential$8.7M
Jun 2022HPI Real Estate Fund X LLCCommercial-
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
May 2022CF ON3 Lifesciences Parent DSTOther Real Estate$16M
May 2022Self-Storage Portfolio XVII DSTOther Real Estate$7.5M
May 2022Paradise Village Office Equities I LLCCommercial$17M
May 2022Passco Estelle DSTResidential-
May 2022Passco Canal DSTResidential-
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
Founders who worked with them
No one has said so yet.
Worked with them? Say so
A badge for their site
It shows their latest standing in the quarterly rankings and links back here.
Is this Concorde Investment Services, LLC?
Claim the page to describe your work in your own words. Free.