# Innovation Partners LLC: fundraiser

> Innovation Partners LLC placed 11 company rounds filed with the SEC, most recently Jan 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/innovation-partners-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Innovation Partners LLC

Fundraiser Registered broker-dealer

# Innovation Partners LLC

FINRA 146344 · placing rounds since Apr 2016

**11** company rounds placed

**1** in the last two years, last Jan 2026

**$18.3B** sold 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.

**1** 24Q2 **1** 26Q1

## What they place

- Insurance **75%**
- Other **25%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **1**
- $20M to $100M **4**
- $100M+ **6**

## Where the companies are

**MO** 3 **NY** 3 **CA** 2 **NC** 2 **AR** 1 **OH** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/innovation-partners-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/innovation-partners-llc?show=all)

Filed Issuer Industry Sold

Jan 2026 Pine State Infrastructure Fund 9, LP Agents: Innovation Partners LLC Other **$8.0M**

Apr 2024 Tide Rock Yieldco, LLC Agents: Innovation Partners LLC Other **$53M**

Oct 2022 Tide Rock Yieldco, LLC Agents: Innovation Partners LLC Other **$266M**

Dec 2021 Metropolitan Life Insurance Co Agents: Various Agents Insurance **-**

Dec 2017 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Dec 2017 GENERAL AMERICAN LIFE INSURANCE Co Agents: Various Insurance **$413M**

Sept 2017 BRIGHTHOUSE LIFE INSURANCE Co Agents: James Van Epps Insurance **$75M**

May 2017 Nationwide BOLI Private Placement Variable Account Agents: Jim Van Epps Insurance **$75M**

Oct 2016 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Oct 2016 GENERAL AMERICAN LIFE INSURANCE Co Agents: Various Insurance **$364M**

Oct 2016 MetLife Insurance Co USA Agents: James Van Epps Insurance **$75M**

Nov 2015 GENERAL AMERICAN LIFE INSURANCE Co Agents: Various Agents Insurance **$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 together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Kestra Investment Services LLC** 5 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**AON Executive Benefits, Inc.** 5 rounds together](https://millionrounds.com/providers/aon-executive-benefits-inc)[**Lion Street Financial** 5 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Newport Group Securities, Inc.** 4 rounds together](https://millionrounds.com/providers/newport-group-securities-inc)[**Valmark Securities, Inc.** 4 rounds together](https://millionrounds.com/providers/valmark-securities-inc)

## 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.

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