Fundraisers / H & L Equities, LLC
FundraiserRegistered broker-dealer
H & L Equities, LLC
FINRA 113794 · placing rounds since Jan 2016
16company rounds placed
9in the last two years, last Dec 2025
$11Msold in the rounds they placed
5.0%typical commission; the median firm takes 4.9%
Named on 2,846 Form D filings as paid to sell the offering: 16 for operating companies, 82 for funds, 2748 for real estate. 23 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2124Q2224Q4325Q1225Q3225Q4
What they place
- Other78%
- Investing11%
- Manufacturing6%
- Other Banking and Financial Services6%
How big the rounds are
- Under $1M14
- $1M to $5M1
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
NY8GA3FL2MA2CA1NJ1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026Adams Street Credit Solutions FundAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelPooled Investment Fund-
Mar 2026Ai Npl Reit LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026LSREF7 Larimer REIT, Inc.Agents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026Full Circle REIT Holdings I, LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026HGI Multifamily Credit II Sub-REIT, LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026HGI Multifamily Credit II REIT, LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026Digital Economy Real Estate Partners REIT I LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026Md Sp Reit, LPAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026CR Red Sub REIT LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026Caro Real Estate Credit Fund REIT, LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026K-INFRA Cavalry REIT Aggregator GP LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BREP Nucleus REITco III LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026Lake River MRP REIT, LLCAgents: CHARLES B. HARRISON, LORI MAYFIELD, PATRICK J. WHELCHELREITS and Finance$125k
Feb 2026BREP Nucleus REITco IV LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BXPE Nucleus REITco III LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BTO Nucleus REITco V LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$213k
Feb 2026BXINFRA Poseidon REIT L.L.C.Agents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$625k
Feb 2026BXINFRA Volt REIT L.L.C.Agents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$475k
Feb 2026BIP Volt REIT LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$375k
Feb 2026BIP Nucleus REITco III LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026Hwrep I Reit I, LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BREP Nucleus REITco III LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BIP Nucleus REITco V LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$625k
Feb 2026BTO Nucleus REITco IV LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BTO Nucleus REITco III LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BIP Nucleus REITco IV LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BXPE Nucleus REITco V LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BXPE Nucleus REITco IV LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BREP Nucleus REITco V LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$625k
Feb 2026Lsref7 401 Reit, Inc.Agents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$125k
Feb 2026BCORE Preferred Holdco LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelREITS and Finance$625k
Feb 2026FPA Apartment Opportunity Trust IXAgents: C. Scott Harrison, Charles B. Harrison, Lori D. MayfieldREITS and Finance$125k
Feb 2026Seniors Housing Fund I Master REIT B LLCAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
Feb 2026REIT Mill at Auburn LLCAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
Jan 2026Cypress Phase I REIT Subsidiary LPAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
Jan 2026LaSalle Real Estate Credit Strategies REIT I, L.L.C.Agents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
Jan 2026LVPA OS II Holdings III REIT, LLCAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
Jan 2026QBC Tower 2 REIT LLCAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
Jan 2026Bixby IF 2 REIT, LLCAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
Jan 2026Greystar BFR II REIT, LLCAgents: Charles Harrison, Lori Mayfield, Patrick WhelchelREITS and Finance$125k
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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