Fundraisers / EDI Financial, Inc.

FundraiserRegistered broker-dealer

EDI Financial, Inc.

FINRA 15699 · placing rounds since Jan 2016

1company rounds placed
0in the last two years, last Feb 2016
-sold in the rounds they placed
-typical commission; the median firm takes 4.9%

Named on 5 Form D filings as paid to sell the offering: 1 for operating companies, 1 for funds, 3 for real estate. 4 registered agents named.

How big the rounds are

  1. Under $1M8
  2. $1M to $5M3
  3. $5M to $20M1
  4. $20M to $100M3
  5. $100M+0

Where the companies are

CA6NJ4PA3TX2MA1CT1LA1
FiledIssuerIndustrySold
Jun 2017Salient MLP Total Return TE Fund, L.P.Agents: N/APooled Investment Fund$290M
Sept 2016FSC Healthcare 1 DSTAgents: EDI Financial Inc.Other Real Estate-
Feb 2016Envision Solar International, Inc.Agents: DENNIS BEEBYOther Technology-
Jan 2016REVA Norfolk, DSTAgents: Susan GittCommercial$4.2M
Jan 2016Four Springs Capital Trust Series CAgents: EDI Financial Inc.REITS and Finance$2.8M
Oct 2015NB Chateau Sera, DSTAgents: Susan J. GittOther Real Estate$4.3M
Oct 2015FSC MRC Odessa TX, DSTAgents: EDI Financial IncOther Real Estate$1.0M
Aug 2015Orchestra MOTUS Co-Investment Partners, LLCInvesting$517k
Jul 2015Sealy Strategic Equity Partners, LPAgents: SUSAN GITTCommercial$4.7M
Jul 2015Certes Networks, Inc.Agents: EDI Financial, Inc.Other Technology$2.0M
May 2015NB The Plaza, DSTAgents: Susan J. GittOther Real Estate$4.5M
May 2015FSC AS Mt. Juliet TN DSTAgents: EDI Financial IncOther Real Estate$200k
Feb 2015Fsc Gm Lebanon In, DstAgents: EDI Financial IncOther Real Estate$55k
Jan 2015NB Taylor Bend, DSTAgents: Susan J. GittOther Real Estate$4.6M
Jan 2015Payson Drilling Fund 2015 I, LPAgents: Joel Woods, Mark J SmithOil and Gas$24k
Dec 2014Ekso Bionics Holdings, Inc.Agents: Katalyst Securities LLCOther Technology$23M
Nov 2014IVP Cipheroptics, LLCInvesting$974k
Oct 2014FSC BJ Tilton NH, DSTAgents: EDI Financial IncOther Real Estate$241k
Aug 2014Gulf South Energy Partners 2014 LPOil and Gas-
Aug 2014Enumeral Biomedical Holdings, Inc.Pharmaceuticals$22M
Aug 2014Imthera Medical IncOther Technology-
Jun 2014Noble Environmental Technologies Corp.Agents: DENNIS BEEBYManufacturing$325k
Jun 2014Fashion I 2014, LLCAgents: EDI Financial IncInvesting$850k
May 2014Four Springs Capital Trust Series BAgents: EDI Financial IncREITS and Finance$1.1M
May 2014IVP Cipheroptics, LLCInvesting$745k
May 2014Intuitive Interact911, LLCInvesting$199k
Apr 2014Certes Networks, Inc.Agents: EDI Financial, Inc.Other Technology$1.7M
Apr 2014CALIENT Technologies INCTelecommunications$6.7M
Feb 2014Cur Media, Inc.Agents: Gottbetter Capital Markets, LLCOther$4.1M
Jan 2014Ekso Bionics Holdings, Inc.Agents: Gottbetter Capital Markets, LLCOther Technology$27M
Jan 2014Payson Petroleum 3 Well 2014, LPAgents: Martin W. PrinzOil and Gas$27k
Jan 2012Peachtree CE Fund VIII, LLCAgents: EDI Financial, Inc.Other Real Estate$2.3M

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.

Founders who worked with them

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