Fundraisers / Infinity Financial Services
FundraiserRegistered broker-dealer
Infinity Financial Services
FINRA 144302 · placing rounds since Sept 2016
2company rounds placed
0in the last two years, last May 2021
$884ksold in the rounds they placed
6.6%typical commission; the median firm takes 4.9%
Named on 6 Form D filings as paid to sell the offering: 2 for operating companies, 3 for funds, 1 for real estate. 4 registered agents named.
How big the rounds are
- Under $1M1
- $1M to $5M0
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
PA3DE1
Rounds they placed
FiledIssuerIndustrySold
Dec 2025InvestX Series (LMD-U4), a Series of InvestX Master LLCAgents: Anna-Marie O'Lovell, Sterling HirschPooled Investment Fund$2.7M
Feb 2023InvestX Growth Equity IV-US LPAgents: William WrightPooled Investment Fund$413k
May 2021Oak Bridge Opportunity Fund LP8Agents: Brian BiedermanBusiness Services$884k
Sept 2018Penn Square IV U.S. Real Estate Fund, LPPooled Investment Fund$2.6M
May 2018CV Data Center Growth & Income REIT, LLCREITS and Finance$275k
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jun 2015Atlas Eagle Ford 2015 L.P.Oil and Gas-
May 2014Atlas Resources Series 34-2014 L.P.Oil and Gas-
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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