Fundraisers / International Assets Advisory, LLC
FundraiserRegistered broker-dealer
International Assets Advisory, LLC
FINRA 10645 · placing rounds since Feb 2016
11company rounds placed
0in the last two years, last Mar 2024
$24Msold in the rounds they placed
13.9%typical commission; the median firm takes 4.9%
Named on 40 Form D filings as paid to sell the offering: 11 for operating companies, 1 for funds, 28 for real estate. 3 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
124Q1
What they place
- Oil and Gas30%
- Other30%
- Other Health Care10%
- Pharmaceuticals10%
- Investing10%
- Retailing5%
- Other Banking and Financial Services5%
How big the rounds are
- Under $1M1
- $1M to $5M4
- $5M to $20M3
- $20M to $100M1
- $100M+0
Where the companies are
FL9PA4NY3CA2NJ2ND1MA1
Rounds they placed
FiledIssuerIndustrySold
Aug 2025MCI Exchange Enclave of Bahamas/Bahamas B Series, DSTAgents: Primus Financial Services, LLCOther Real Estate-
Mar 2025MCI Preferred Income Fund VIII, LLCAgents: Primus Financial Services, LLCOther Real Estate$50k
Jan 2025MCI Exchange Bahamas A Series, DSTAgents: Primus Financial Services, LLCOther Real Estate$6.1M
Mar 2024A-Squared Domino Opportunity IV L.P.Investing-
Mar 2024MCI Exchange Saint Tropez A Series, DSTOther Real Estate$3.3M
Mar 2023LHL Strategies, Inc.Insurance$1.7M
Nov 2022Edgewood Real Estate Investment TrustAgents: Richard W. EngenREITS and Finance$40k
Nov 2022A-Squared Domino Opportunity III, L.P.Investing-
Oct 2022MCI Preferred Income Fund V-A, LLCAgents: Primus Financial Services, LLCOther Real Estate$250k
Jan 2022Mci Preferred Income Fund Vi, LLCAgents: Primus Financial Services, LLCOther Real Estate$200k
Nov 2021Edgewood Real Estate Investment TrustAgents: Richard W. EngenREITS and Finance$49k
Jul 2021Dots Technology Corp.Other Technology$17M
Jul 2021BR Lake Linganore, DSTResidential$7.5M
Feb 2021Hines Hyattsville Qualified Opportunity Fund LLCCommercial$41M
Dec 2020Vineyard Braselton DSTOther Real Estate-
Nov 2020Edgewood Real Estate Investment TrustAgents: Richard William EngenREITS and Finance$94k
Oct 2020Vineyard Austin DSTOther Real Estate$680k
Jul 2020Vineyard Pearland DSTOther Real Estate-
May 2020Sovereign Distressed RE Fund III, LLCCommercial-
Jul 2019MCI Preferred Income Fund IV, LLCOther Real Estate-
Jul 2019Edgewood Real Estate Investment TrustAgents: Richard William EngenREITS and Finance$14k
Jul 2019Sovereign Fund II, LLCCommercial-
Feb 2019AmCap Necessity Retail Fund LLCCommercial-
Jun 2018Edgewood Real Estate Investment TrustAgents: Richard William EngenREITS and Finance-
Mar 2018Edgewood Properties, LLLPAgents: Richard William EngenOther$4.0M
Jan 2018Beaver Tail Investors, LLCOther Real Estate$2.9M
Jan 2018Apexone Growth & Income Fund Ii, LPCommercial$55M
Oct 2017MCI Preferred Income Fund II, LLCOther Real Estate-
Aug 2017BR Sonoma Pointe, DSTResidential$6.7M
May 2017Fanchest Inc.Retailing$1.1M
Jan 2017BR Big Creek, DSTResidential$333k
Dec 2016Lennox Income & Opportunity Fund I LLCResidential-
Oct 2016Whitetail Investors, LLCOther Real Estate-
Sept 2016A-Squared Domino Opportunity I, L.P.Other Banking and Financial Services-
Sept 2016Hancock Park Corporate Income, Inc.Pooled Investment Fund$1.0M
Sept 2016G2 Works, LLCOther Health Care-
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Sept 2016Jellyfish Health, LLCOther Health Care-
Feb 2016Missouri Valley REIT, Inc.Agents: Jacob HarveyREITS and Finance$20k
Feb 2016Romark Laboratories, L.C.Pharmaceuticals-
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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