Fundraisers / Innovation Partners LLC

FundraiserRegistered broker-dealer

Innovation Partners LLC

FINRA 146344 · placing rounds since Apr 2016

11company rounds placed
1in the last two years, last Jan 2026
$18.3Bsold in the rounds they placed
3.8%typical commission; the median firm takes 4.9%

Named on 52 Form D filings as paid to sell the offering: 11 for operating companies, 34 for funds, 7 for real estate. 8 registered agents named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

124Q2126Q1

What they place

12rounds
  • Insurance75%
  • Other25%

How big the rounds are

  1. Under $1M0
  2. $1M to $5M0
  3. $5M to $20M1
  4. $20M to $100M4
  5. $100M+6

Where the companies are

MO3NY3CA2NC2AR1OH1

Rounds they placed

Company roundsEverything, funds and real estate too

FiledIssuerIndustrySold
Jan 2026Pine State Infrastructure Fund 9, LPAgents: Innovation Partners LLCOther$8.0M
Apr 2024Tide Rock Yieldco, LLCAgents: Innovation Partners LLCOther$53M
Oct 2022Tide Rock Yieldco, LLCAgents: Innovation Partners LLCOther$266M
Dec 2021Metropolitan Life Insurance CoAgents: Various AgentsInsurance-
Dec 2017Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Dec 2017GENERAL AMERICAN LIFE INSURANCE CoAgents: VariousInsurance$413M
Sept 2017BRIGHTHOUSE LIFE INSURANCE CoAgents: James Van EppsInsurance$75M
May 2017Nationwide BOLI Private Placement Variable AccountAgents: Jim Van EppsInsurance$75M
Oct 2016Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Oct 2016GENERAL AMERICAN LIFE INSURANCE CoAgents: VariousInsurance$364M
Oct 2016MetLife Insurance Co USAAgents: James Van EppsInsurance$75M
Nov 2015GENERAL AMERICAN LIFE INSURANCE CoAgents: Various AgentsInsurance$363M

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.

M Holdings Securities Inc.7 rounds togetherKestra Investment Services LLC5 rounds togetherAON Executive Benefits, Inc.5 rounds togetherLion Street Financial5 rounds togetherNewport Group Securities, Inc.4 rounds togetherValmark Securities, Inc.4 rounds together

Founders who worked with them

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