Fundraisers / Integral Wealth Securities LLC
FundraiserRegistered broker-dealer
Integral Wealth Securities LLC
FINRA 36143 · placing rounds since Mar 2016
5company rounds placed
2in the last two years, last Apr 2025
$36Msold in the rounds they placed
3.0%typical commission; the median firm takes 4.9%
Named on 28 Form D filings as paid to sell the offering: 5 for operating companies, 23 for funds. 1 registered agent named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4125Q2
What they place
- Other Technology60%
- Other40%
How big the rounds are
- Under $1M0
- $1M to $5M3
- $5M to $20M2
- $20M to $100M0
- $100M+0
Where the companies are
AZ5
Rounds they placed
FiledIssuerIndustrySold
Apr 2025RePower Electric Corp.Other$2.1M
Nov 2024RePower Electric Corp.Other$1.4M
Mar 2024Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$386M
Mar 2024Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$247M
Nov 2023ZEVX, Inc.Other Technology$16M
Mar 2023Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$371M
Mar 2023Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$160M
Mar 2023ZEVX, Inc.Other Technology$3.9M
Mar 2023ZEVX, Inc.Other Technology$12M
Mar 2022Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$337M
Mar 2022Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$145M
Jun 2021Ohpc LPPooled Investment Fund$20M
Mar 2019Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$145M
Mar 2019Crystal Capital Strategies Fund, LLCAgents: Terrence CunninghamPooled Investment Fund$22M
Mar 2019Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$319M
Mar 2019Crystal Capital International Strategies Fund SPCAgents: Terrence CunninghamPooled Investment Fund$3.5M
Mar 2018Crystal Capital International Strategies Fund SPCAgents: Terrence CunninghamPooled Investment Fund$4.4M
Mar 2018Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$200M
Mar 2018Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$361M
Mar 2018Crystal Capital Strategies Fund, LLCAgents: Terrence CunninghamPooled Investment Fund$35M
Mar 2017Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$253M
Mar 2017Crystal Capital International Strategies Fund SPCAgents: Terrence CunninghamPooled Investment Fund$3.9M
Mar 2017Crystal Capital Strategies Fund, LLCAgents: Terrence CunninghamPooled Investment Fund$40M
Mar 2017Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$424M
Jun 2016Life Sciences Partners V C.V.Agents: N/APooled Investment Fund$54M
Mar 2016Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$309M
Mar 2016Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$458M
Mar 2016Crystal Capital Strategies Fund, LLCAgents: Terrence CunninghamPooled Investment Fund$38M
Mar 2015Crystal Capital International Fund SPCAgents: Terrence CunninghamPooled Investment Fund$297M
Mar 2015Crystal Capital Strategies Fund, LLCAgents: Terrence CunninghamPooled Investment Fund$13M
Mar 2015Crystal Capital Fund Series, LLCAgents: Terrence CunninghamPooled Investment Fund$432M
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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